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 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-118- 3.77% |
$15.8K - $16.8K
|
3.01K
$423K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-119- 0.45% |
$15.9K - $17K
|
26.1K
$3.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-119- 0.83% |
$15.9K - $17K
|
14.1K
$1.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-125- 1.04% |
$16.7K - $17.8K
|
11.9K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-125- 1.68% |
$16.7K - $17.8K
|
7.34K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-130- 1.79% |
$17.4K - $18.5K
|
7.13K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-130- 3.21% |
$17.4K - $18.5K
|
3.93K
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-131- 2.52% |
$17.5K - $18.7K
|
5.07K
$713K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-139- 0.72% |
$18.6K - $19.8K
|
19.2K
$2.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-139- 1.76% |
$18.6K - $19.8K
|
7.75K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-142- 1.24% |
$19K - $20.2K
|
11.3K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-145- 0.65% |
$19.4K - $20.7K
|
22.1K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-147- 0.82% |
$19.7K - $21K
|
17.8K
$2.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-147- 7.86% |
$19.7K - $21K
|
1.72K
$242K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-149- 30.41% |
$19.9K - $21.2K
|
341
$48K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-150- 7.19% |
$20.1K - $21.4K
|
1.94K
$272K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-153- 6.49% |
$20.5K - $21.8K
|
2.2K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-155- 1.89% |
$20.8K - $22.1K
|
8.05K
$1.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-164- 1.2% |
$22K - $23.4K
|
13.6K
$1.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-166- 3.59% |
$22.2K - $23.7K
|
4.46K
$628K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-170- 0.72% |
$22.8K - $24.2K
|
23.6K
$3.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-171- 10.73% |
$22.9K - $24.4K
|
1.42K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-171- 0.48% |
$22.9K - $24.4K
|
35.2K
$4.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-173- 0.26% |
$23.2K - $24.7K
|
65.7K
$9.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-175- 1.13% |
$23.4K - $24.9K
|
15.3K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175- 34.45% |
$23.4K - $24.9K
|
333
$46.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-182- 8.5% |
$24.4K - $25.9K
|
1.96K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-183- 1.56% |
$24.5K - $26.1K
|
11.5K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-186- 5.43% |
$24.9K - $26.5K
|
3.24K
$456K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-186- 0.9% |
$24.9K - $26.5K
|
20.5K
$2.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-188- 1.04% |
$25.2K - $26.8K
|
17.9K
$2.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-189- 0.36% |
$25.3K - $26.9K
|
51.7K
$7.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-194- 3.66% |
$26K - $27.7K
|
5.1K
$718K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-194- 2.09% |
$26K - $27.7K
|
9.1K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-196- 5.16% |
$26.2K - $27.9K
|
3.6K
$506K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-197- 0.82% |
$26.4K - $28.1K
|
23.8K
$3.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-198- 3.72% |
$26.5K - $28.2K
|
5.13K
$721K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-200- 1.21% |
$26.8K - $28.5K
|
16.3K
$2.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-204- 1.03% |
$27.3K - $29.1K
|
19.6K
$2.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-206- 4.55% |
$27.6K - $29.4K
|
4.32K
$608K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-206- 1.63% |
$27.6K - $29.4K
|
12.4K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-207- 45.1% |
$27.7K - $29.5K
|
252
$35.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-208- 6.49% |
$27.8K - $29.7K
|
3K
$422K
|
|
|
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
$476K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-216- 1.97% |
$28.9K - $30.8K
|
10.7K
$1.51M
|
|
|
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
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-222- 3.69% |
$29.7K - $31.7K
|
5.79K
$814K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-223- 8.55% |
$29.9K - $31.8K
|
2.39K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-225- 2.05% |
$30.1K - $32.1K
|
10.8K
$1.51M
|