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 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.91% |
$1.87K - $2K
|
1.55K
$217K
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
14+ 0.88% |
$1.87K - $2K
|
1.61K
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 0.13% |
$1.74K - $1.85K
|
9.76K
$1.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
13+ 118.18% |
$1.74K - $1.85K
|
24
$3.37K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.46% |
$1.74K - $1.85K
|
2.85K
$399K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
13+ 0.53% |
$1.74K - $1.85K
|
2.45K
$344K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.61K - $1.71K
|
3.37K
$472K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.2% |
$1.61K - $1.71K
|
6.15K
$862K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.09% |
$1.61K - $1.71K
|
14.1K
$1.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.12% |
$1.47K - $1.57K
|
9.26K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
11+ 0.84% |
$1.47K - $1.57K
|
1.32K
$186K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10+ 0.25% |
$1.34K - $1.43K
|
3.96K
$555K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 0.89% |
$1.34K - $1.43K
|
1.14K
$160K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
10+ 0.05% |
$1.34K - $1.43K
|
22K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
10+ 0.72% |
$1.34K - $1.43K
|
1.4K
$196K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
9+ 0.05% |
$1.2K - $1.28K
|
19K
$2.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
9+ 0.58% |
$1.2K - $1.28K
|
1.57K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
8+ 0.09% |
$1.07K - $1.14K
|
8.96K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8+ 0.3% |
$1.07K - $1.14K
|
2.71K
$379K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7+ 0.13% |
$937 - $998
|
5.25K
$736K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7+ 0.14% |
$937 - $998
|
5.13K
$719K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7+ 0.15% |
$937 - $998
|
4.64K
$650K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.03% |
$803 - $855
|
23.5K
$3.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Af Advisors, Inc.
|
BUY
|
- |
6+ 0.21% |
$803 - $855
|
2.92K
$409K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.28% |
$803 - $855
|
2.12K
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$803 - $855
|
1.68K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6+ 0.29% |
$803 - $855
|
2.1K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
6+ 0.03% |
$803 - $855
|
19.3K
$2.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.14% |
$669 - $713
|
3.47K
$487K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.19% |
$669 - $713
|
2.68K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.14% |
$669 - $713
|
3.64K
$511K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.3% |
$669 - $713
|
1.66K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5+ 0.32% |
$669 - $713
|
1.58K
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.29% |
$669 - $713
|
1.73K
$243K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 0.21% |
$536 - $570
|
1.87K
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.14% |
$536 - $570
|
2.85K
$400K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$536 - $570
|
3.09K
$433K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$536 - $570
|
3.05K
$428K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4+ 0.19% |
$536 - $570
|
2.06K
$289K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3+ 0.06% |
$402 - $428
|
5.03K
$706K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3+ 0.11% |
$402 - $428
|
2.69K
$377K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.04% |
$402 - $428
|
7.77K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.64% |
$402 - $428
|
472
$66.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$402 - $428
|
34.7K
$4.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.07% |
$268 - $285
|
2.83K
$397K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$268 - $285
|
1.84K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.06% |
$268 - $285
|
3.35K
$470K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$268 - $285
|
4.05K
$568K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.54% |
$268 - $285
|
373
$52.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.06% |
$134 - $143
|
1.63K
$228K
|