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 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.38K- 0.47% |
$184K - $196K
|
290K
$40.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-1.39K- 5.08% |
$185K - $197K
|
25.9K
$3.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.39K- 7.62% |
$186K - $198K
|
16.8K
$2.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.4K- 26.64% |
$187K - $199K
|
3.85K
$541K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.42K- 2.51% |
$190K - $202K
|
55.2K
$7.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 23.9% |
$190K - $202K
|
4.52K
$635K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 51.55% |
$194K - $207K
|
1.36K
$192K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.46K- 9.15% |
$195K - $207K
|
14.4K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.46K- 22.67% |
$195K - $208K
|
4.97K
$699K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 7.62% |
$195K - $208K
|
17.7K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.49K- 11.43% |
$199K - $212K
|
11.5K
$1.62M
|
|
|
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
$15.1M
|
|
|
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
$6.64M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.63K- 14.78% |
$218K - $232K
|
9.4K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.64K- 26.01% |
$220K - $234K
|
4.67K
$657K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.66K- 2.55% |
$222K - $236K
|
63.3K
$8.9M
|
|
|
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
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.69K- 89.47% |
$226K - $241K
|
199
$28K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.73K- 5.69% |
$232K - $247K
|
28.7K
$4.04M
|
|
|
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
$15.7M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.84K- 10.23% |
$246K - $262K
|
16.1K
$2.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.86K- 21.21% |
$248K - $264K
|
6.89K
$969K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.86K- 21.86% |
$248K - $265K
|
6.64K
$933K
|
|
|
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
$2.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.07K- 34.29% |
$277K - $295K
|
3.97K
$558K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.14K- 5.85% |
$287K - $306K
|
34.5K
$4.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.17K- 59.55% |
$291K - $310K
|
1.48K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.2K- 1.14% |
$295K - $314K
|
191K
$26.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.22K- 18.96% |
$298K - $317K
|
9.51K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.24K- 4.68% |
$300K - $320K
|
45.6K
$6.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.27K- 7.06% |
$303K - $323K
|
29.8K
$4.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.36K- 3.47% |
$316K - $336K
|
65.7K
$9.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-2.36K- 0.97% |
$316K - $336K
|
241K
$34M
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
SELL
|
- |
-2.37K- 11.79% |
$317K - $337K
|
17.7K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.37K- 14.09% |
$317K - $338K
|
14.4K
$2.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 24.1% |
$328K - $349K
|
7.72K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.5K- 2.76% |
$335K - $356K
|
88.2K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.52K- 7.23% |
$338K - $359K
|
32.3K
$4.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.53K- 1.0% |
$338K - $360K
|
250K
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 7.44% |
$340K - $362K
|
31.6K
$4.45M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.58K- 1.11% |
$345K - $367K
|
229K
$32.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.65K- 2.05% |
$355K - $378K
|
127K
$17.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.65K- 33.66% |
$355K - $378K
|
5.23K
$736K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.74K- 7.87% |
$366K - $390K
|
32K
$4.5M
|