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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-196- 5.16% |
$26.2K - $27.9K
|
3.6K
$505K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-197- 0.82% |
$26.4K - $28.1K
|
23.8K
$3.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-198- 3.72% |
$26.5K - $28.2K
|
5.13K
$719K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-204- 1.03% |
$27.3K - $29.1K
|
19.6K
$2.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-206- 4.55% |
$27.6K - $29.4K
|
4.32K
$606K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-206- 1.63% |
$27.6K - $29.4K
|
12.4K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-207- 45.1% |
$27.7K - $29.5K
|
252
$35.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-208- 6.49% |
$27.8K - $29.7K
|
3K
$420K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-210- 2.74% |
$28.1K - $29.9K
|
7.45K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-215- 5.97% |
$28.8K - $30.7K
|
3.39K
$475K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-216- 2.47% |
$28.9K - $30.8K
|
8.52K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-216- 1.97% |
$28.9K - $30.8K
|
10.7K
$1.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-222- 3.69% |
$29.7K - $31.7K
|
5.79K
$812K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-223- 8.55% |
$29.9K - $31.8K
|
2.39K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-225- 2.05% |
$30.1K - $32.1K
|
10.8K
$1.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-226- 9.22% |
$30.3K - $32.2K
|
2.23K
$312K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-230- 6.58% |
$30.8K - $32.8K
|
3.27K
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-234- 0.54% |
$31.3K - $33.4K
|
43.1K
$6.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-235- 1.22% |
$31.5K - $33.5K
|
19K
$2.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-235- 1.02% |
$31.5K - $33.5K
|
22.8K
$3.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-235- 9.85% |
$31.5K - $33.5K
|
2.15K
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
SELL
|
- |
-240- 5.84% |
$32.1K - $34.2K
|
3.87K
$543K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-243- 2.91% |
$32.5K - $34.6K
|
8.11K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-244- 1.72% |
$32.7K - $34.8K
|
13.9K
$1.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-246- 0.77% |
$32.9K - $35.1K
|
31.6K
$4.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-247- 0.52% |
$33.1K - $35.2K
|
47.4K
$6.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-250- 10.67% |
$33.5K - $35.6K
|
2.09K
$293K
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-260- 12.01% |
$34.8K - $37.1K
|
1.91K
$267K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-279- 11.66% |
$37.4K - $39.8K
|
2.11K
$296K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-287- 10.77% |
$38.4K - $40.9K
|
2.38K
$334K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-289- 4.77% |
$38.7K - $41.2K
|
5.76K
$808K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-290- 3.56% |
$38.8K - $41.3K
|
7.85K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-291- 2.53% |
$39K - $41.5K
|
11.2K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-296- 4.65% |
$39.6K - $42.2K
|
6.07K
$851K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-300- 4.31% |
$40.2K - $42.8K
|
6.66K
$934K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-302- 4.16% |
$40.4K - $43.1K
|
6.96K
$976K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-304- 3.07% |
$40.7K - $43.3K
|
9.59K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-312- 4.14% |
$41.8K - $44.5K
|
7.22K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-322- 1.47% |
$43.1K - $45.9K
|
21.6K
$3.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-345- 1.56% |
$46.2K - $49.2K
|
21.8K
$3.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-345- 10.19% |
$46.2K - $49.2K
|
3.04K
$427K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-357- 15.54% |
$47.8K - $50.9K
|
1.94K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-367- 19.16% |
$49.1K - $52.3K
|
1.55K
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-375- 5.26% |
$50.2K - $53.5K
|
6.76K
$948K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-377- 2.21% |
$50.5K - $53.7K
|
16.7K
$2.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-380- 16.9% |
$50.9K - $54.2K
|
1.87K
$262K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-385- 3.42% |
$51.5K - $54.9K
|
10.9K
$1.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-391- 11.65% |
$52.3K - $55.7K
|
2.96K
$416K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-400- 1.22% |
$53.6K - $57K
|
32.3K
$4.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-400- 2.83% |
$53.6K - $57K
|
13.7K
$1.92M
|