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 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.08% |
$1.78K - $2.02K
|
18.8K
$2.56M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 0.29% |
$1.78K - $2.02K
|
5.28K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14+ 0.22% |
$1.66K - $1.89K
|
6.48K
$881K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14+ 0.03% |
$1.66K - $1.89K
|
52.8K
$7.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
14+ 0.58% |
$1.66K - $1.89K
|
2.44K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.92% |
$1.66K - $1.89K
|
1.53K
$209K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.54K - $1.75K
|
6K
$817K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.19% |
$1.54K - $1.75K
|
6.82K
$928K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.21% |
$1.54K - $1.75K
|
6.13K
$835K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
13+ 1.0% |
$1.54K - $1.75K
|
1.31K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
13+ 0.81% |
$1.54K - $1.75K
|
1.62K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.58% |
$1.54K - $1.75K
|
2.25K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12+ 600.0% |
$1.42K - $1.62K
|
14
$1.91K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.16% |
$1.42K - $1.62K
|
7.75K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.42K - $1.62K
|
3.35K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12+ 0.1% |
$1.42K - $1.62K
|
12K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.29% |
$1.42K - $1.62K
|
4.21K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11+ 0.06% |
$1.3K - $1.48K
|
19.7K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
11+ 0.69% |
$1.3K - $1.48K
|
1.59K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
11+ 0.8% |
$1.3K - $1.48K
|
1.39K
$189K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 3.01% |
$1.3K - $1.48K
|
376
$51.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
10+ 0.33% |
$1.18K - $1.35K
|
3.05K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10+ 0.08% |
$1.18K - $1.35K
|
11.8K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 0.08% |
$1.07K - $1.21K
|
11.4K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
9+ 0.38% |
$1.07K - $1.21K
|
2.36K
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.03% |
$1.07K - $1.21K
|
32.7K
$4.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
9+ 0.48% |
$1.07K - $1.21K
|
1.9K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
8+ 0.16% |
$947 - $1.08K
|
5.12K
$697K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.06% |
$947 - $1.08K
|
13.6K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.39% |
$947 - $1.08K
|
2.03K
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8+ 0.3% |
$947 - $1.08K
|
2.7K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.75% |
$829 - $944
|
936
$127K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.33% |
$829 - $944
|
2.1K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7+ 0.22% |
$829 - $944
|
3.21K
$436K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$710 - $809
|
1.68K
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
6+ 0.21% |
$710 - $809
|
2.91K
$396K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 120.0% |
$710 - $809
|
11
$1.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.17% |
$710 - $809
|
3.47K
$472K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.39% |
$710 - $809
|
1.54K
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5+ 0.16% |
$592 - $674
|
3.09K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.04% |
$592 - $674
|
11.4K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.3% |
$592 - $674
|
1.66K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
5+ 0.08% |
$592 - $674
|
6.09K
$828K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.24% |
$592 - $674
|
2.11K
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
5+ 0.19% |
$592 - $674
|
2.64K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 0.27% |
$592 - $674
|
1.87K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4+ 1.0% |
$473 - $539
|
404
$55K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
4+ 0.11% |
$473 - $539
|
3.72K
$507K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4+ 0.23% |
$473 - $539
|
1.73K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4+ 0.03% |
$473 - $539
|
15.9K
$2.16M
|