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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-563- 2.56% |
$75.4K - $80.3K
|
21.4K
$3.01M
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-616- 14.63% |
$82.5K - $87.8K
|
3.59K
$504K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-628- 4.17% |
$84.1K - $89.5K
|
14.4K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-631- 0.98% |
$84.5K - $90K
|
63.6K
$8.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-650- 15.57% |
$87K - $92.7K
|
3.52K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-666- 18.15% |
$89.2K - $95K
|
3K
$421K
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-680- 5.69% |
$91K - $96.9K
|
11.3K
$1.58M
|
|
|
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 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-773- 6.78% |
$103K - $110K
|
10.6K
$1.49M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-821- 32.54% |
$110K - $117K
|
1.7K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-836- 5.34% |
$112K - $119K
|
14.8K
$2.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-836- 6.39% |
$112K - $119K
|
12.2K
$1.72M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-913- 2.54% |
$122K - $130K
|
35K
$4.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-916- 8.03% |
$123K - $131K
|
10.5K
$1.47M
|
|
|
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
|