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 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
76+ 24.84% |
$10.2K - $10.8K
|
382
$53.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
74+ 2.73% |
$9.91K - $10.6K
|
2.79K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
73New |
$9.77K - $10.4K
|
73
$10.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
71+ 1.01% |
$9.51K - $10.1K
|
7.12K
$998K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
70New |
$9.37K - $9.98K
|
70
$9.81K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
65+ 0.89% |
$8.7K - $9.27K
|
7.33K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
63New |
$8.43K - $8.98K
|
63
$8.83K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
62+ 3.16% |
$8.3K - $8.84K
|
2.03K
$284K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
56+ 0.37% |
$7.5K - $7.98K
|
15.4K
$2.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.24% |
$7.36K - $7.84K
|
23.4K
$3.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
53+ 1.91% |
$7.1K - $7.56K
|
2.82K
$396K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
52+ 3.33% |
$6.96K - $7.41K
|
1.61K
$226K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 81.97% |
$6.69K - $7.13K
|
111
$15.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
50+ 2.6% |
$6.69K - $7.13K
|
1.98K
$277K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
49New |
$6.56K - $6.99K
|
49
$6.87K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
45+ 1.91% |
$6.02K - $6.42K
|
2.41K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
40+ 0.41% |
$5.36K - $5.7K
|
9.81K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40+ 0.21% |
$5.36K - $5.7K
|
18.7K
$2.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
40+ 2.23% |
$5.36K - $5.7K
|
1.83K
$257K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40+ 0.29% |
$5.36K - $5.7K
|
13.7K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
37New |
$4.95K - $5.28K
|
37
$5.19K
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
36+ 0.9% |
$4.82K - $5.13K
|
4.03K
$565K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
35New |
$4.69K - $4.99K
|
35
$4.91K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
34+ 1.88% |
$4.55K - $4.85K
|
1.84K
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
33+ 33.0% |
$4.42K - $4.7K
|
133
$18.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
33+ 0.36% |
$4.42K - $4.7K
|
9.2K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
32+ 0.24% |
$4.28K - $4.56K
|
13.1K
$1.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
32+ 0.89% |
$4.28K - $4.56K
|
3.62K
$508K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
30+ 0.84% |
$4.02K - $4.28K
|
3.6K
$504K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30+ 0.41% |
$4.02K - $4.28K
|
7.32K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
28+ 0.28% |
$3.75K - $3.99K
|
10.2K
$1.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
27+ 0.81% |
$3.61K - $3.85K
|
3.38K
$474K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
27New |
$3.61K - $3.85K
|
27
$3.79K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
26+ 0.9% |
$3.48K - $3.71K
|
2.91K
$409K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26+ 0.35% |
$3.48K - $3.71K
|
7.4K
$1.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
26+ 0.77% |
$3.48K - $3.71K
|
3.42K
$480K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.38% |
$3.35K - $3.56K
|
6.65K
$933K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25+ 0.6% |
$3.35K - $3.56K
|
4.16K
$584K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
23+ 0.52% |
$3.08K - $3.28K
|
4.44K
$623K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
22+ 0.52% |
$2.95K - $3.14K
|
4.27K
$599K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
22+ 1.38% |
$2.95K - $3.14K
|
1.62K
$227K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
22+ 0.56% |
$2.95K - $3.14K
|
3.96K
$555K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
22+ 0.14% |
$2.95K - $3.14K
|
15.5K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
19+ 0.91% |
$2.54K - $2.71K
|
2.11K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
18+ 0.21% |
$2.41K - $2.57K
|
8.52K
$1.19M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18+ 1.2% |
$2.41K - $2.57K
|
1.52K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
17+ 0.9% |
$2.28K - $2.42K
|
1.91K
$267K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
16+ 0.55% |
$2.14K - $2.28K
|
2.9K
$407K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.12% |
$2.01K - $2.14K
|
12.6K
$1.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15+ 0.36% |
$2.01K - $2.14K
|
4.23K
$593K
|