Purchases and Sales Made in Q2 2025 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
120New |
$14.2K - $16.2K
|
120
$16.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
115+ 0.76% |
$13.6K - $15.5K
|
15.3K
$2.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
113+ 1.36% |
$13.4K - $15.2K
|
8.41K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
112+ 0.63% |
$13.3K - $15.1K
|
18K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
104+ 4.21% |
$12.3K - $14K
|
2.57K
$350K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
104+ 0.52% |
$12.3K - $14K
|
20.1K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 7.14% |
$11.8K - $13.5K
|
1.5K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
100+ 4.67% |
$11.8K - $13.5K
|
2.24K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
100+ 0.6% |
$11.8K - $13.5K
|
16.8K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
99+ 0.63% |
$11.7K - $13.4K
|
15.9K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
98+ 1.03% |
$11.6K - $13.2K
|
9.63K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
97+ 1.27% |
$11.5K - $13.1K
|
7.75K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
91+ 0.95% |
$10.8K - $12.3K
|
9.62K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
84New |
$9.94K - $11.3K
|
84
$11.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
80+ 2.29% |
$9.47K - $10.8K
|
3.57K
$485K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
79+ 0.97% |
$9.35K - $10.7K
|
8.22K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
78+ 2.4% |
$9.23K - $10.5K
|
3.33K
$453K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
77+ 0.69% |
$9.11K - $10.4K
|
11.2K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
75+ 1.55% |
$8.88K - $10.1K
|
4.9K
$667K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
75+ 0.66% |
$8.88K - $10.1K
|
11.4K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
74+ 8.44% |
$8.76K - $9.98K
|
951
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
74+ 3.6% |
$8.76K - $9.98K
|
2.13K
$290K
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
73+ 0.78% |
$8.64K - $9.84K
|
9.48K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
72+ 0.81% |
$8.52K - $9.71K
|
9.01K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
72+ 1.28% |
$8.52K - $9.71K
|
5.71K
$777K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71+ 4.77% |
$8.4K - $9.58K
|
1.56K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
70+ 0.85% |
$8.29K - $9.44K
|
8.35K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
69+ 3.01% |
$8.17K - $9.31K
|
2.36K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
68New |
$8.05K - $9.17K
|
68
$9.25K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
68+ 0.94% |
$8.05K - $9.17K
|
7.26K
$989K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
67+ 1.44% |
$7.93K - $9.04K
|
4.72K
$642K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
62+ 4.68% |
$7.34K - $8.36K
|
1.39K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
61+ 0.46% |
$7.22K - $8.23K
|
13.2K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
60+ 1.52% |
$7.1K - $8.09K
|
4K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
55+ 0.76% |
$6.51K - $7.42K
|
7.29K
$992K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
54+ 0.56% |
$6.39K - $7.28K
|
9.77K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
54+ 1.16% |
$6.39K - $7.28K
|
4.72K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
53+ 1.51% |
$6.27K - $7.15K
|
3.56K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
53+ 0.57% |
$6.27K - $7.15K
|
9.31K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
52+ 0.37% |
$6.16K - $7.01K
|
14.1K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
51+ 0.23% |
$6.04K - $6.88K
|
21.9K
$2.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
51+ 1.01% |
$6.04K - $6.88K
|
5.09K
$693K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
50New |
$5.92K - $6.74K
|
50
$6.81K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
50+ 2.54% |
$5.92K - $6.74K
|
2.02K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
50+ 1.78% |
$5.92K - $6.74K
|
2.86K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50+ 0.71% |
$5.92K - $6.74K
|
7.06K
$960K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
49+ 0.18% |
$5.8K - $6.61K
|
27.1K
$3.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48+ 0.52% |
$5.68K - $6.47K
|
9.3K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
46+ 0.21% |
$5.45K - $6.2K
|
21.9K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
46+ 1.76% |
$5.45K - $6.2K
|
2.67K
$363K
|