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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
45+ 0.71% |
$5.33K - $6.07K
|
6.43K
$875K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
45+ 180.0% |
$5.33K - $6.07K
|
70
$9.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
45+ 0.46% |
$5.33K - $6.07K
|
9.91K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
44+ 2.74% |
$5.21K - $5.93K
|
1.65K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
44+ 0.95% |
$5.21K - $5.93K
|
4.68K
$637K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
43+ 2.81% |
$5.09K - $5.8K
|
1.57K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
38+ 4.31% |
$4.5K - $5.12K
|
920
$125K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.28% |
$4.38K - $4.99K
|
13K
$1.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
37+ 0.22% |
$4.38K - $4.99K
|
16.7K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
36+ 0.39% |
$4.26K - $4.85K
|
9.17K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
35+ 0.61% |
$4.14K - $4.72K
|
5.75K
$783K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
35+ 0.41% |
$4.14K - $4.72K
|
8.6K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
34+ 1.22% |
$4.02K - $4.59K
|
2.83K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
34+ 0.96% |
$4.02K - $4.59K
|
3.59K
$489K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33+ 0.81% |
$3.91K - $4.45K
|
4.1K
$558K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
32+ 1.77% |
$3.79K - $4.32K
|
1.84K
$251K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
32+ 0.32% |
$3.79K - $4.32K
|
10.2K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
31+ 0.77% |
$3.67K - $4.18K
|
4.05K
$552K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
30+ 0.13% |
$3.55K - $4.05K
|
23.8K
$3.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
30New |
$3.55K - $4.05K
|
30
$4.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.84% |
$3.43K - $3.91K
|
3.5K
$476K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
29+ 1.12% |
$3.43K - $3.91K
|
2.61K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
29+ 0.58% |
$3.43K - $3.91K
|
4.99K
$679K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
28+ 0.84% |
$3.31K - $3.78K
|
3.35K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
28+ 0.23% |
$3.31K - $3.78K
|
12.2K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
28+ 0.98% |
$3.31K - $3.78K
|
2.89K
$393K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
28+ 0.83% |
$3.31K - $3.78K
|
3.4K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28+ 0.59% |
$3.31K - $3.78K
|
4.74K
$646K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.94% |
$3.2K - $3.64K
|
2.89K
$393K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
25+ 0.26% |
$2.96K - $3.37K
|
9.67K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
25+ 1.32% |
$2.96K - $3.37K
|
1.93K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
24+ 0.57% |
$2.84K - $3.24K
|
4.25K
$578K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
24+ 0.55% |
$2.84K - $3.24K
|
4.42K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21+ 0.5% |
$2.49K - $2.83K
|
4.23K
$576K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
20+ 1.88% |
$2.37K - $2.7K
|
1.09K
$148K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 0.59% |
$2.37K - $2.7K
|
3.43K
$466K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
19+ 1.71% |
$2.25K - $2.56K
|
1.13K
$154K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.89% |
$2.13K - $2.43K
|
2.04K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
18+ 0.93% |
$2.13K - $2.43K
|
1.96K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
18+ 0.14% |
$2.13K - $2.43K
|
12.6K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
18+ 0.96% |
$2.13K - $2.43K
|
1.89K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
17+ 0.59% |
$2.01K - $2.29K
|
2.89K
$393K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
17+ 0.6% |
$2.01K - $2.29K
|
2.84K
$386K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
16+ 0.17% |
$1.89K - $2.16K
|
9.5K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
16+ 0.25% |
$1.89K - $2.16K
|
6.4K
$871K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
16+ 0.14% |
$1.89K - $2.16K
|
11.7K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
16+ 0.31% |
$1.89K - $2.16K
|
5.14K
$699K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
15+ 0.18% |
$1.78K - $2.02K
|
8.5K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
15+ 0.95% |
$1.78K - $2.02K
|
1.6K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
15+ 0.65% |
$1.78K - $2.02K
|
2.32K
$315K
|