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 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 1.82% |
$134 - $143
|
56
$7.85K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 0.35% |
$134 - $143
|
284
$39.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$134 - $143
|
3.98K
$558K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.08% |
$134 - $143
|
1.26K
$177K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$134 - $143
|
31.9K
$4.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$134 - $143
|
4.24K
$594K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1+ 0.19% |
$134 - $143
|
518
$72.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$134 - $143
|
2.8K
$392K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.25% |
$134 - $143
|
399
$55.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.06% |
$134 - $143
|
1.64K
$230K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$134 - $143
|
414
$58K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.01% |
$134 - $143
|
8.85K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.26% |
$134 - $143
|
379
$53.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.03% |
$134 - $143
|
3.17K
$445K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.58% |
$134 - $143
|
172
$24.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 0.03% |
$134 - $143
|
3.51K
$492K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1- 0.01% |
$134 - $143
|
11.2K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1- 0.01% |
$134 - $143
|
15K
$2.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.05% |
$134 - $143
|
1.99K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3- 0.11% |
$402 - $428
|
2.68K
$376K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6- 0.08% |
$803 - $855
|
7.34K
$1.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-7- 0.2% |
$937 - $998
|
3.48K
$488K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7- 0.43% |
$937 - $998
|
1.63K
$228K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8- 0.32% |
$1.07K - $1.14K
|
2.53K
$354K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-9- 0.1% |
$1.2K - $1.28K
|
8.74K
$1.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
SELL
|
- |
-9- 0.14% |
$1.2K - $1.28K
|
6.54K
$917K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9- 0.05% |
$1.2K - $1.28K
|
19.3K
$2.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-9- 0.09% |
$1.2K - $1.28K
|
9.77K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 3.08% |
$1.34K - $1.43K
|
315
$44.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-10- 0.38% |
$1.34K - $1.43K
|
2.63K
$368K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-10- 0.53% |
$1.34K - $1.43K
|
1.89K
$265K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-10- 0.64% |
$1.34K - $1.43K
|
1.55K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.37% |
$1.34K - $1.43K
|
2.69K
$377K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.33% |
$1.34K - $1.43K
|
3K
$421K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11- 0.3% |
$1.47K - $1.57K
|
3.69K
$518K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12- 0.3% |
$1.61K - $1.71K
|
4.04K
$567K
|
|
|
Nov 10, 2025
Q3 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-14- 0.42% |
$1.87K - $2K
|
3.36K
$470K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.69% |
$1.87K - $2K
|
2.03K
$284K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-15- 0.58% |
$2.01K - $2.14K
|
2.58K
$361K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-15- 0.71% |
$2.01K - $2.14K
|
2.1K
$295K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-16- 0.14% |
$2.14K - $2.28K
|
11.8K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-17- 0.79% |
$2.28K - $2.42K
|
2.13K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-17- 0.08% |
$2.28K - $2.42K
|
22K
$3.09M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-18- 0.3% |
$2.41K - $2.57K
|
5.96K
$836K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-19- 0.71% |
$2.54K - $2.71K
|
2.66K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-19- 0.46% |
$2.54K - $2.71K
|
4.16K
$583K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 6.31% |
$2.68K - $2.85K
|
297
$41.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-20- 1.8% |
$2.68K - $2.85K
|
1.09K
$153K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-21- 0.37% |
$2.81K - $2.99K
|
5.69K
$797K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-21- 0.45% |
$2.81K - $2.99K
|
4.7K
$658K
|