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 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-935- 37.49% |
$125K - $133K
|
1.56K
$219K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-938- 0.55% |
$126K - $134K
|
171K
$24M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-979- 2.65% |
$131K - $140K
|
35.9K
$5.04M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.01K- 18.57% |
$136K - $145K
|
4.45K
$624K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.02K- 3.13% |
$137K - $146K
|
31.7K
$4.44M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-1.03K- 4.89% |
$138K - $147K
|
20.1K
$2.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.08K- 29.12% |
$144K - $154K
|
2.62K
$368K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-1.11K- 12.97% |
$148K - $158K
|
7.44K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.13K- 30.53% |
$151K - $161K
|
2.57K
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 3.71% |
$153K - $163K
|
29.6K
$4.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.17K- 1.9% |
$157K - $167K
|
60.6K
$8.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 0.98% |
$160K - $171K
|
121K
$17M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.2K- 16.41% |
$161K - $171K
|
6.12K
$858K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.21K- 10.92% |
$162K - $172K
|
9.86K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.22K- 35.95% |
$163K - $174K
|
2.17K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.27K- 7.82% |
$170K - $181K
|
15K
$2.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 21.59% |
$171K - $182K
|
4.63K
$649K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.3K- 5.19% |
$174K - $185K
|
23.7K
$3.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.31K- 0.99% |
$176K - $187K
|
131K
$18.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.32K- 1.53% |
$177K - $189K
|
85K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.34K- 2.15% |
$179K - $190K
|
60.8K
$8.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.35K- 2.32% |
$181K - $193K
|
57K
$7.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-1.39K- 5.08% |
$185K - $197K
|
25.9K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.39K- 7.62% |
$186K - $198K
|
16.8K
$2.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.4K- 26.64% |
$187K - $199K
|
3.85K
$540K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.42K- 2.51% |
$190K - $202K
|
55.2K
$7.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 23.9% |
$190K - $202K
|
4.52K
$633K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 51.55% |
$194K - $207K
|
1.36K
$191K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.46K- 9.15% |
$195K - $207K
|
14.4K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 7.62% |
$195K - $208K
|
17.7K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.51K- 11.58% |
$202K - $216K
|
11.5K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.53K- 1.41% |
$205K - $218K
|
107K
$15M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.55K- 12.05% |
$208K - $221K
|
11.3K
$1.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.63K- 3.33% |
$218K - $232K
|
47.2K
$6.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.66K- 2.55% |
$222K - $236K
|
63.3K
$8.87M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.66K- 17.57% |
$222K - $236K
|
7.78K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-1.67K- 9.1% |
$223K - $238K
|
16.7K
$2.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.69K- 89.47% |
$226K - $241K
|
199
$27.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.75K- 18.94% |
$234K - $249K
|
7.47K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.76K- 16.93% |
$235K - $251K
|
8.63K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.77K- 1.57% |
$237K - $253K
|
111K
$15.6M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.84K- 10.23% |
$246K - $262K
|
16.1K
$2.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.86K- 21.21% |
$248K - $264K
|
6.89K
$966K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.86K- 21.86% |
$248K - $265K
|
6.64K
$930K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.93K- 0.92% |
$258K - $274K
|
207K
$29.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.02K- 12.4% |
$271K - $288K
|
14.3K
$2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.07K- 34.29% |
$277K - $295K
|
3.97K
$556K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.14K- 5.85% |
$287K - $306K
|
34.5K
$4.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.17K- 59.55% |
$291K - $310K
|
1.48K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.22K- 18.96% |
$298K - $317K
|
9.51K
$1.33M
|