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 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-69- 3.06% |
$9.24K - $9.84K
|
2.19K
$307K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-69- 1.61% |
$9.24K - $9.84K
|
4.22K
$592K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-71- 0.23% |
$9.51K - $10.1K
|
30.3K
$4.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-71- 0.8% |
$9.51K - $10.1K
|
8.78K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-71- 4.41% |
$9.51K - $10.1K
|
1.54K
$216K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-74- 0.18% |
$9.91K - $10.6K
|
40.9K
$5.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-75- 0.66% |
$10K - $10.7K
|
11.3K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-75- 0.36% |
$10K - $10.7K
|
20.8K
$2.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-75- 29.64% |
$10K - $10.7K
|
178
$25K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-79- 5.07% |
$10.6K - $11.3K
|
1.48K
$208K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-80- 0.52% |
$10.7K - $11.4K
|
15.4K
$2.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-81- 0.48% |
$10.8K - $11.5K
|
16.6K
$2.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-81- 1.72% |
$10.8K - $11.5K
|
4.63K
$650K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-83- 1.08% |
$11.1K - $11.8K
|
7.57K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-86- 1.01% |
$11.5K - $12.3K
|
8.47K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-95- 6.17% |
$12.7K - $13.5K
|
1.45K
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-97- 2.02% |
$13K - $13.8K
|
4.71K
$660K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-97- 13.7% |
$13K - $13.8K
|
611
$85.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-98- 4.2% |
$13.1K - $14K
|
2.24K
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100- 6.13% |
$13.4K - $14.3K
|
1.53K
$215K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-103- 1.92% |
$13.8K - $14.7K
|
5.27K
$738K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-108- 2.81% |
$14.5K - $15.4K
|
3.74K
$524K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-111- 1.04% |
$14.9K - $15.8K
|
10.6K
$1.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-112- 3.18% |
$15K - $16K
|
3.41K
$478K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-115- 2.4% |
$15.4K - $16.4K
|
4.67K
$655K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-115- 94.26% |
$15.4K - $16.4K
|
7
$981
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-116- 4.73% |
$15.5K - $16.5K
|
2.34K
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-117- 15.31% |
$15.7K - $16.7K
|
647
$90.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-118- 3.77% |
$15.8K - $16.8K
|
3.01K
$422K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-125- 1.68% |
$16.7K - $17.8K
|
7.34K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-125- 1.04% |
$16.7K - $17.8K
|
11.9K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-130- 3.21% |
$17.4K - $18.5K
|
3.93K
$550K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-130- 1.79% |
$17.4K - $18.5K
|
7.13K
$999K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-131- 2.52% |
$17.5K - $18.7K
|
5.07K
$711K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-145- 0.65% |
$19.4K - $20.7K
|
22.1K
$3.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-149- 30.41% |
$19.9K - $21.2K
|
341
$47.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-150- 7.19% |
$20.1K - $21.4K
|
1.94K
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-153- 6.49% |
$20.5K - $21.8K
|
2.2K
$309K
|
|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-164- 1.2% |
$22K - $23.4K
|
13.6K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-166- 3.59% |
$22.2K - $23.7K
|
4.46K
$626K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-170- 0.72% |
$22.8K - $24.2K
|
23.6K
$3.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-171- 10.73% |
$22.9K - $24.4K
|
1.42K
$200K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-173- 0.26% |
$23.2K - $24.7K
|
65.7K
$9.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175- 34.45% |
$23.4K - $24.9K
|
333
$46.7K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-183- 1.56% |
$24.5K - $26.1K
|
11.5K
$1.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-186- 0.9% |
$24.9K - $26.5K
|
20.5K
$2.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-186- 5.43% |
$24.9K - $26.5K
|
3.24K
$454K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-188- 1.04% |
$25.2K - $26.8K
|
17.9K
$2.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-189- 0.36% |
$25.3K - $26.9K
|
51.7K
$7.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-194- 3.66% |
$26K - $27.7K
|
5.1K
$715K
|