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 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.74K- 7.87% |
$366K - $390K
|
32K
$4.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.79K- 1.25% |
$373K - $397K
|
221K
$30.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.89K- 10.64% |
$387K - $412K
|
24.3K
$3.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.95K- 4.74% |
$395K - $420K
|
59.3K
$8.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-2.96K- 5.38% |
$396K - $421K
|
51.9K
$7.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3K- 2.38% |
$401K - $427K
|
123K
$17.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.01K- 11.28% |
$402K - $429K
|
23.6K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-3.23K- 8.47% |
$432K - $461K
|
34.9K
$4.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 16.67% |
$446K - $475K
|
16.7K
$2.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.38K- 35.37% |
$452K - $482K
|
6.17K
$865K
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.44K- 28.92% |
$460K - $490K
|
8.45K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.66K- 14.76% |
$490K - $522K
|
21.2K
$2.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.72K- 7.27% |
$498K - $530K
|
47.5K
$6.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-4.01K- 27.91% |
$536K - $571K
|
10.3K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.54K- 58.6% |
$608K - $647K
|
3.21K
$450K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-4.95K- 95.17% |
$663K - $706K
|
251
$35.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.17K- 23.25% |
$693K - $738K
|
17.1K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.92K- 35.39% |
$793K - $844K
|
10.8K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.04K- 26.55% |
$809K - $861K
|
16.7K
$2.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6.94K- 9.95% |
$929K - $989K
|
62.8K
$8.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.41K- 0.98% |
$992K - $1.06M
|
746K
$105M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.48K- 50.52% |
$1M - $1.07M
|
7.32K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.76K- 0.68% |
$1.04M - $1.11M
|
1.13M
$158M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.83K- 19.6% |
$1.05M - $1.12M
|
32.1K
$4.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8.08K- 4.08% |
$1.08M - $1.15M
|
190K
$26.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.48K- 1.31% |
$1.14M - $1.21M
|
637K
$89.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-8.82K- 44.13% |
$1.18M - $1.26M
|
11.2K
$1.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.68K- 67.37% |
$1.3M - $1.38M
|
4.69K
$657K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.6K- 31.4% |
$1.42M - $1.51M
|
23.2K
$3.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-11.5K- 10.72% |
$1.53M - $1.63M
|
95.4K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-12.9K- 68.64% |
$1.73M - $1.84M
|
5.9K
$827K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-13.1K- 31.22% |
$1.75M - $1.87M
|
28.8K
$4.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.1K- 78.97% |
$1.75M - $1.87M
|
3.49K
$489K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-13.7K- 5.1% |
$1.83M - $1.95M
|
254K
$35.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-18.8K- 25.51% |
$2.52M - $2.68M
|
54.9K
$7.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-23K- 1.97% |
$3.07M - $3.27M
|
1.14M
$160M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-23.9K- 3.49% |
$3.19M - $3.4M
|
660K
$92.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24K- 0.64% |
$3.21M - $3.42M
|
3.74M
$524M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-39.7K- 87.13% |
$5.31M - $5.65M
|
5.86K
$821K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-40.2K- 78.98% |
$5.38M - $5.73M
|
10.7K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-80.2K- 2.14% |
$10.7M - $11.4M
|
3.67M
$515M
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-165K- 84.43% |
$22.1M - $23.6M
|
30.5K
$4.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-191K- 11.86% |
$25.6M - $27.3M
|
1.42M
$199M
|
|
|
Nov 12, 2025
Q3 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.88M- 99.25% |
$252M - $269M
|
14.3K
$2M
|