Purchases and Sales Made in Q3 2025 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75.8K+ 5.14% |
$10.1M - $10.8M
|
1.55M
$217M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
53.4KNew |
$7.15M - $7.61M
|
53.4K
$7.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
38.7KNew |
$5.18M - $5.52M
|
38.7K
$5.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
37.7K+ 102.47% |
$5.04M - $5.37M
|
74.4K
$10.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
19.8K+ 149.62% |
$2.65M - $2.82M
|
33K
$4.62M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 5.2% |
$2.18M - $2.32M
|
330K
$46.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.4K+ 18.88% |
$1.79M - $1.91M
|
84.4K
$11.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.2KNew |
$1.5M - $1.6M
|
11.2K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.5K+ 33.48% |
$1.41M - $1.5M
|
42K
$5.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.03K+ 7.76% |
$1.21M - $1.29M
|
125K
$17.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.27K+ 26.15% |
$973K - $1.04M
|
35.1K
$4.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
7K+ 2.34% |
$937K - $998K
|
306K
$42.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.56K+ 26.8% |
$879K - $936K
|
31K
$4.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.4K+ 4.39% |
$857K - $913K
|
152K
$21.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.25K+ 2.96% |
$837K - $891K
|
217K
$30.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.93KNew |
$794K - $846K
|
5.93K
$832K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.91K+ 5.31% |
$791K - $843K
|
117K
$16.4M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
5.83K+ 109.61% |
$781K - $831K
|
11.2K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
5.19KNew |
$695K - $740K
|
5.19K
$727K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
4.9KNew |
$656K - $698K
|
4.9K
$687K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.74KNew |
$635K - $676K
|
4.74K
$665K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.4K+ 7.32% |
$589K - $628K
|
64.6K
$9.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.32K+ 17.55% |
$579K - $616K
|
29K
$4.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
4.12KNew |
$552K - $588K
|
4.12K
$578K
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
4KNew |
$536K - $570K
|
4K
$561K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4KNew |
$536K - $570K
|
4K
$561K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.81K+ 29.67% |
$510K - $544K
|
16.7K
$2.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.77K+ 53.12% |
$505K - $538K
|
10.9K
$1.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.63K+ 17.13% |
$486K - $518K
|
24.8K
$3.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.47K+ 12.45% |
$464K - $494K
|
31.3K
$4.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.23K+ 65.67% |
$433K - $461K
|
8.16K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.94KNew |
$393K - $419K
|
2.94K
$412K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.88K+ 12.2% |
$386K - $411K
|
26.5K
$3.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.8K+ 16.67% |
$375K - $399K
|
19.6K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.7K+ 104.65% |
$361K - $385K
|
5.28K
$740K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.7K+ 11.54% |
$361K - $385K
|
26.1K
$3.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.69K+ 57.64% |
$359K - $383K
|
7.34K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.63KNew |
$352K - $374K
|
2.63K
$368K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.56K+ 32.29% |
$342K - $365K
|
10.5K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.55K+ 4.92% |
$342K - $364K
|
54.5K
$7.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.5K+ 6.38% |
$335K - $356K
|
41.7K
$5.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.39K+ 1.16% |
$319K - $340K
|
207K
$29.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.37K+ 9.5% |
$317K - $337K
|
27.3K
$3.82M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.36KNew |
$316K - $336K
|
2.36K
$331K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.28KNew |
$305K - $324K
|
2.28K
$319K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.27KNew |
$304K - $323K
|
2.27K
$318K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.27K+ 2.05% |
$303K - $323K
|
113K
$15.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
2.26K+ 2.25% |
$303K - $323K
|
103K
$14.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
2.2K+ 81.88% |
$294K - $313K
|
4.88K
$684K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.15K+ 24.45% |
$288K - $307K
|
11K
$1.54M
|