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 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.06K+ 32.37% |
$142K - $151K
|
4.34K
$608K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.06K+ 286.96% |
$141K - $151K
|
1.42K
$200K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.05KNew |
$141K - $150K
|
1.05K
$147K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.03K+ 10.65% |
$137K - $146K
|
10.6K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.02KNew |
$136K - $145K
|
1.02K
$142K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 14.3% |
$135K - $144K
|
8.06K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1K+ 58.48% |
$134K - $143K
|
2.71K
$380K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
996+ 1.73% |
$133K - $142K
|
58.6K
$8.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
986+ 29.84% |
$132K - $141K
|
4.29K
$602K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
985+ 34.94% |
$132K - $140K
|
3.8K
$533K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
964+ 7.18% |
$129K - $137K
|
14.4K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
927+ 3.9% |
$124K - $132K
|
24.7K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
925+ 33.31% |
$124K - $132K
|
3.7K
$519K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
923+ 18.32% |
$124K - $132K
|
5.96K
$836K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
921+ 4.9% |
$123K - $131K
|
19.7K
$2.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
869+ 3.29% |
$116K - $124K
|
27.3K
$3.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
869+ 3.93% |
$116K - $124K
|
23K
$3.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
816+ 1.2% |
$109K - $116K
|
68.6K
$9.62M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
808+ 1.36% |
$108K - $115K
|
60.3K
$8.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
795New |
$106K - $113K
|
795
$111K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
775+ 16.12% |
$104K - $110K
|
5.58K
$783K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
762+ 2.56% |
$102K - $109K
|
30.5K
$4.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
750+ 47.62% |
$100K - $107K
|
2.33K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
735+ 9.52% |
$98.4K - $105K
|
8.46K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
728+ 16.43% |
$97.5K - $104K
|
5.16K
$723K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
728+ 31.93% |
$97.5K - $104K
|
3.01K
$422K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
715+ 49.41% |
$95.7K - $102K
|
2.16K
$303K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
711+ 3.37% |
$95.2K - $101K
|
21.8K
$3.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
650+ 1.82% |
$87K - $92.7K
|
36.4K
$5.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
631+ 2.33% |
$84.5K - $90K
|
27.7K
$3.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
619+ 18.07% |
$82.9K - $88.3K
|
4.05K
$567K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
554+ 5.73% |
$74.2K - $79K
|
10.2K
$1.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
527+ 9.43% |
$70.6K - $75.1K
|
6.12K
$858K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
500New |
$66.9K - $71.3K
|
500
$70.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
499+ 2.49% |
$66.8K - $71.1K
|
20.6K
$2.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
482+ 3.78% |
$64.5K - $68.7K
|
13.3K
$1.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
482+ 0.48% |
$64.5K - $68.7K
|
100K
$14M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
480+ 10.15% |
$64.3K - $68.4K
|
5.21K
$731K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
476+ 25.55% |
$63.7K - $67.9K
|
2.34K
$328K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
468+ 2.6% |
$62.7K - $66.7K
|
18.5K
$2.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
447+ 2.93% |
$59.8K - $63.7K
|
15.7K
$2.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
427+ 3.08% |
$57.2K - $60.9K
|
14.3K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
407+ 3.56% |
$54.5K - $58K
|
11.8K
$1.66M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
392+ 22.99% |
$52.5K - $55.9K
|
2.1K
$294K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
362+ 6.03% |
$48.5K - $51.6K
|
6.36K
$892K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
358+ 5.25% |
$47.9K - $51K
|
7.18K
$1.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
355+ 6.7% |
$47.5K - $50.6K
|
5.66K
$793K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
291New |
$39K - $41.5K
|
291
$40.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
287+ 0.48% |
$38.4K - $40.9K
|
59.8K
$8.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
276+ 3.3% |
$37K - $39.3K
|
8.64K
$1.21M
|