Purchases and Sales Made in Q4 2024 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
35+ 2.2% |
$4.53K - $5.02K
|
1.63K
$213K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
35New |
$4.53K - $5.02K
|
35
$4.57K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
34+ 0.34% |
$4.4K - $4.88K
|
10.1K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
34+ 0.63% |
$4.4K - $4.88K
|
5.45K
$712K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
33+ 0.49% |
$4.28K - $4.73K
|
6.75K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
32+ 0.71% |
$4.15K - $4.59K
|
4.51K
$589K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31+ 0.83% |
$4.02K - $4.45K
|
3.75K
$489K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
31+ 1.12% |
$4.02K - $4.45K
|
2.79K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30+ 1.08% |
$3.89K - $4.3K
|
2.8K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
30+ 1.0% |
$3.89K - $4.3K
|
3.03K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
30+ 0.92% |
$3.89K - $4.3K
|
3.3K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
30+ 0.08% |
$3.89K - $4.3K
|
36.1K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
30+ 1.28% |
$3.89K - $4.3K
|
2.38K
$311K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
29+ 1.03% |
$3.76K - $4.16K
|
2.84K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
29+ 0.74% |
$3.76K - $4.16K
|
3.94K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
29+ 4.35% |
$3.76K - $4.16K
|
696
$90.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28New |
$3.63K - $4.02K
|
28
$3.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
28+ 1.0% |
$3.63K - $4.02K
|
2.84K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 3.32% |
$3.5K - $3.87K
|
840
$110K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
27+ 1.35% |
$3.5K - $3.87K
|
2.03K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.19% |
$3.37K - $3.73K
|
13.6K
$1.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
25+ 0.98% |
$3.24K - $3.59K
|
2.56K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
25+ 0.57% |
$3.24K - $3.59K
|
4.38K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
25New |
$3.24K - $3.59K
|
25
$3.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
24+ 0.43% |
$3.11K - $3.44K
|
5.56K
$727K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
24+ 0.72% |
$3.11K - $3.44K
|
3.35K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
24New |
$3.11K - $3.44K
|
24
$3.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
24+ 0.6% |
$3.11K - $3.44K
|
4.04K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
24+ 0.14% |
$3.11K - $3.44K
|
17.6K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
23+ 0.99% |
$2.98K - $3.3K
|
2.35K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23+ 0.15% |
$2.98K - $3.3K
|
15.8K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
22+ 0.65% |
$2.85K - $3.16K
|
3.39K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
21+ 1.0% |
$2.72K - $3.01K
|
2.12K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
21+ 0.42% |
$2.72K - $3.01K
|
5.06K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.1% |
$2.46K - $2.72K
|
18.3K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
17+ 2.17% |
$2.2K - $2.44K
|
802
$105K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
17+ 1.05% |
$2.2K - $2.44K
|
1.64K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
16+ 1.05% |
$2.07K - $2.29K
|
1.54K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16+ 0.99% |
$2.07K - $2.29K
|
1.63K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
15+ 0.53% |
$1.94K - $2.15K
|
2.83K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15New |
$1.94K - $2.15K
|
15
$1.96K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
15+ 0.99% |
$1.94K - $2.15K
|
1.54K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
15+ 0.17% |
$1.94K - $2.15K
|
9.07K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15+ 0.06% |
$1.94K - $2.15K
|
23.2K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
14+ 0.0% |
$1.81K - $2.01K
|
681K
$89M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14+ 0.13% |
$1.81K - $2.01K
|
10.7K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
14+ 0.61% |
$1.81K - $2.01K
|
2.29K
$299K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.43% |
$1.81K - $2.01K
|
3.28K
$428K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
13+ 1.02% |
$1.68K - $1.86K
|
1.29K
$169K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.68K - $1.86K
|
5.98K
$781K
|