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
|
New Square Capital LLC
|
BUY
|
- |
2.65KNew |
$355K - $378K
|
2.65K
$372K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.63KNew |
$352K - $374K
|
2.63K
$368K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.56K+ 32.29% |
$342K - $365K
|
10.5K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.55K+ 4.92% |
$342K - $364K
|
54.5K
$7.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.5K+ 6.38% |
$335K - $356K
|
41.7K
$5.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.39K+ 1.16% |
$319K - $340K
|
207K
$29.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.37K+ 9.5% |
$317K - $337K
|
27.3K
$3.82M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.36KNew |
$316K - $336K
|
2.36K
$331K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.28KNew |
$305K - $324K
|
2.28K
$319K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.27KNew |
$304K - $323K
|
2.27K
$318K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.27K+ 2.05% |
$303K - $323K
|
113K
$15.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
2.26K+ 2.25% |
$303K - $323K
|
103K
$14.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
2.2K+ 81.88% |
$294K - $313K
|
4.88K
$684K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.15K+ 24.45% |
$288K - $307K
|
11K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.15KNew |
$287K - $306K
|
2.15K
$301K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.05KNew |
$274K - $292K
|
2.05K
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.05K+ 5.86% |
$274K - $292K
|
37K
$5.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.02K+ 108.07% |
$271K - $288K
|
3.89K
$546K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.02K+ 19.88% |
$270K - $287K
|
12.2K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.98KNew |
$264K - $282K
|
1.98K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.92KNew |
$258K - $274K
|
1.92K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.89K+ 3.33% |
$254K - $270K
|
58.7K
$8.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.84KNew |
$247K - $263K
|
1.84K
$258K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.84K+ 8.48% |
$246K - $262K
|
23.5K
$3.3M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.8K+ 34.12% |
$241K - $257K
|
7.08K
$992K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 14.61% |
$240K - $255K
|
14K
$1.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.73K+ 6.56% |
$232K - $247K
|
28.2K
$3.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.69KNew |
$227K - $241K
|
1.69K
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.69KNew |
$226K - $241K
|
1.69K
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.66KNew |
$222K - $237K
|
1.66K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.63KNew |
$218K - $232K
|
1.63K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.63KNew |
$218K - $232K
|
1.63K
$228K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 72.3% |
$216K - $230K
|
3.85K
$540K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
1.61KNew |
$215K - $229K
|
1.61K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.6KNew |
$214K - $228K
|
1.6K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
1.6KNew |
$214K - $227K
|
1.6K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
1.59K+ 68.46% |
$212K - $226K
|
3.91K
$548K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$211K - $225K
|
1.58K
$221K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.57KNew |
$210K - $223K
|
1.57K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.51KNew |
$202K - $215K
|
1.51K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$210K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.48KNew |
$198K - $211K
|
1.48K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.48KNew |
$198K - $211K
|
1.48K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.47KNew |
$197K - $209K
|
1.47K
$206K
|