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 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$134 - $143
|
4.24K
$594K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 0.03% |
$134 - $143
|
3.51K
$492K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.05% |
$134 - $143
|
1.99K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1- 0.01% |
$134 - $143
|
15K
$2.1M
|
|
|
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
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3- 0.11% |
$402 - $428
|
2.68K
$376K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-6- 0.01% |
$803 - $855
|
42.9K
$6.02M
|
|
|
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 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-9- 0.09% |
$1.2K - $1.28K
|
9.77K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9- 0.05% |
$1.2K - $1.28K
|
19.3K
$2.71M
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 3.08% |
$1.34K - $1.43K
|
315
$44.2K
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-10- 0.53% |
$1.34K - $1.43K
|
1.89K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-10- 0.38% |
$1.34K - $1.43K
|
2.63K
$368K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-10- 0.64% |
$1.34K - $1.43K
|
1.55K
$217K
|
|
|
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 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-13- 0.39% |
$1.74K - $1.85K
|
3.32K
$465K
|
|
|
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 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-15- 0.71% |
$2.01K - $2.14K
|
2.1K
$295K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-15- 0.58% |
$2.01K - $2.14K
|
2.58K
$361K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-16- 0.14% |
$2.14K - $2.28K
|
11.8K
$1.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-17- 0.08% |
$2.28K - $2.42K
|
22K
$3.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-17- 0.79% |
$2.28K - $2.42K
|
2.13K
$299K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-20- 1.84% |
$2.68K - $2.85K
|
1.07K
$149K
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-21- 0.71% |
$2.81K - $2.99K
|
2.93K
$410K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-21- 0.45% |
$2.81K - $2.99K
|
4.7K
$658K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-22- 0.55% |
$2.95K - $3.14K
|
3.99K
$560K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-23- 0.46% |
$3.08K - $3.28K
|
4.95K
$694K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-23- 0.64% |
$3.08K - $3.28K
|
3.56K
$499K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-23- 0.03% |
$3.08K - $3.28K
|
78.2K
$11M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-24- 0.15% |
$3.21K - $3.42K
|
15.8K
$2.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-24- 0.14% |
$3.21K - $3.42K
|
17.7K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-25- 12.5% |
$3.35K - $3.56K
|
175
$24.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-25- 69.44% |
$3.35K - $3.56K
|
11
$1.54K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.82% |
$3.35K - $3.56K
|
3.03K
$424K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-25- 3.57% |
$3.35K - $3.56K
|
676
$94.8K
|