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
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
554+ 3.08% |
$74.2K - $79K
|
18.5K
$2.6M
|
|
|
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
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
482+ 0.48% |
$64.5K - $68.7K
|
100K
$14M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
482+ 3.78% |
$64.5K - $68.7K
|
13.3K
$1.86M
|
|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
267+ 4.48% |
$35.7K - $38.1K
|
6.22K
$872K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
260New |
$34.8K - $37.1K
|
260
$36.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
259+ 2.62% |
$34.7K - $36.9K
|
10.2K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
253+ 1.08% |
$33.9K - $36.1K
|
23.7K
$3.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
250+ 5.0% |
$33.5K - $35.6K
|
5.25K
$737K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
239+ 15.31% |
$32K - $34.1K
|
1.8K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
238+ 15.79% |
$31.9K - $33.9K
|
1.75K
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
233+ 2.78% |
$31.2K - $33.2K
|
8.6K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
233+ 1.85% |
$31.2K - $33.2K
|
12.8K
$1.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
227+ 10.41% |
$30.4K - $32.4K
|
2.41K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
225+ 24.46% |
$30.1K - $32.1K
|
1.15K
$161K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
220+ 6.3% |
$29.5K - $31.4K
|
3.71K
$521K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
220+ 10.32% |
$29.5K - $31.4K
|
2.35K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
212+ 9.36% |
$28.4K - $30.2K
|
2.48K
$347K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
203+ 4.55% |
$27.2K - $28.9K
|
4.66K
$654K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
200+ 10.85% |
$26.8K - $28.5K
|
2.04K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
200+ 6.15% |
$26.8K - $28.5K
|
3.45K
$484K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 0.46% |
$26.8K - $28.5K
|
43.3K
$6.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
194+ 4.06% |
$26K - $27.7K
|
4.98K
$698K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
190+ 2.7% |
$25.4K - $27.1K
|
7.23K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
189+ 1.44% |
$25.3K - $26.9K
|
13.4K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
186+ 8.7% |
$24.9K - $26.5K
|
2.32K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
182+ 242.67% |
$24.4K - $25.9K
|
257
$36K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
181+ 220.73% |
$24.2K - $25.8K
|
263
$36.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
181+ 2.04% |
$24.2K - $25.8K
|
9.04K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
176+ 0.78% |
$23.6K - $25.1K
|
22.7K
$3.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
176+ 0.62% |
$23.6K - $25.1K
|
28.7K
$4.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
175+ 5.94% |
$23.4K - $24.9K
|
3.12K
$437K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
172+ 3.48% |
$23K - $24.5K
|
5.12K
$718K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
BUY
|
- |
167+ 7.68% |
$22.4K - $23.8K
|
2.34K
$328K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
163+ 0.38% |
$21.8K - $23.2K
|
43K
$6.03M
|