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 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-414- 45.0% |
$55.4K - $59K
|
506
$70.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-416- 8.1% |
$55.7K - $59.3K
|
4.72K
$662K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-417- 5.91% |
$55.8K - $59.5K
|
6.63K
$930K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-419- 10.67% |
$56.1K - $59.7K
|
3.51K
$492K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-420- 4.89% |
$56.2K - $59.9K
|
8.18K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-424- 2.59% |
$56.8K - $60.4K
|
16K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-428- 8.77% |
$57.3K - $61K
|
4.45K
$624K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-444- 0.81% |
$59.4K - $63.3K
|
54.5K
$7.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-446- 6.12% |
$59.7K - $63.6K
|
6.84K
$959K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-447- 2.39% |
$59.8K - $63.7K
|
18.2K
$2.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-465- 3.66% |
$62.3K - $66.3K
|
12.2K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-467- 3.7% |
$62.5K - $66.6K
|
12.2K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-493- 17.04% |
$66K - $70.3K
|
2.4K
$337K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-497- 3.15% |
$66.5K - $70.9K
|
15.3K
$2.14M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-500- 14.82% |
$66.9K - $71.3K
|
2.87K
$403K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-510- 0.18% |
$68.3K - $72.7K
|
289K
$40.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-515- 3.87% |
$68.9K - $73.4K
|
12.8K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-518- 2.71% |
$69.3K - $73.9K
|
18.6K
$2.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-521- 2.22% |
$69.8K - $74.3K
|
22.9K
$3.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-522- 5.96% |
$69.9K - $74.4K
|
8.23K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-524- 4.49% |
$70.2K - $74.7K
|
11.2K
$1.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-544- 2.98% |
$72.8K - $77.6K
|
17.7K
$2.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-545- 27.46% |
$73K - $77.7K
|
1.44K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-545- 7.32% |
$73K - $77.7K
|
6.9K
$967K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-550- 21.28% |
$73.6K - $78.4K
|
2.04K
$285K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-554- 3.42% |
$74.2K - $79K
|
15.7K
$2.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-560- 1.95% |
$75K - $79.8K
|
28.2K
$3.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-568- 3.69% |
$76K - $81K
|
14.8K
$2.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-574- 14.93% |
$76.8K - $81.8K
|
3.27K
$458K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-579- 8.3% |
$77.5K - $82.5K
|
6.4K
$897K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-580- 1.39% |
$77.7K - $82.7K
|
41.2K
$5.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-606- 16.99% |
$81.1K - $86.4K
|
2.96K
$415K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-610- 26.34% |
$81.7K - $87K
|
1.71K
$239K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-628- 4.17% |
$84.1K - $89.5K
|
14.4K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-650- 15.57% |
$87K - $92.7K
|
3.52K
$494K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-702- 5.15% |
$94K - $100K
|
12.9K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-710- 7.94% |
$95.1K - $101K
|
8.23K
$1.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-723- 4.78% |
$96.8K - $103K
|
14.4K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-746- 17.64% |
$99.9K - $106K
|
3.48K
$488K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-753- 2.03% |
$101K - $107K
|
36.4K
$5.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-777- 27.24% |
$104K - $111K
|
2.08K
$291K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-795- 0.93% |
$106K - $113K
|
84.5K
$11.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-796- 16.32% |
$107K - $113K
|
4.08K
$572K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-800- 17.8% |
$107K - $114K
|
3.7K
$518K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-836- 6.39% |
$112K - $119K
|
12.2K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-836- 5.34% |
$112K - $119K
|
14.8K
$2.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-854- 4.95% |
$114K - $122K
|
16.4K
$2.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-893- 35.89% |
$120K - $127K
|
1.6K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-908- 11.67% |
$122K - $129K
|
6.87K
$964K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-916- 8.03% |
$123K - $131K
|
10.5K
$1.47M
|