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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
14+ 0.0% |
$1.81K - $2.01K
|
681K
$92.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.43% |
$1.81K - $2.01K
|
3.28K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
14+ 0.61% |
$1.81K - $2.01K
|
2.29K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14+ 0.13% |
$1.81K - $2.01K
|
10.7K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
13+ 1.02% |
$1.68K - $1.86K
|
1.29K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
13+ 0.65% |
$1.68K - $1.86K
|
2K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.68K - $1.86K
|
5.98K
$813K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 1.0% |
$1.68K - $1.86K
|
1.31K
$178K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.2% |
$1.55K - $1.72K
|
6.11K
$832K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
12+ 0.22% |
$1.55K - $1.72K
|
5.58K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 1.0% |
$1.43K - $1.58K
|
1.11K
$151K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.3K - $1.43K
|
16.3K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
9New |
$1.17K - $1.29K
|
9
$1.22K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 0.34% |
$1.17K - $1.29K
|
2.68K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
9+ 0.27% |
$1.17K - $1.29K
|
3.32K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9+ 0.17% |
$1.17K - $1.29K
|
5.17K
$704K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.43% |
$1.17K - $1.29K
|
2.08K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
9+ 0.08% |
$1.17K - $1.29K
|
11.8K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.45% |
$1.17K - $1.29K
|
2.02K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8+ 0.16% |
$1.04K - $1.15K
|
5.05K
$687K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.11% |
$1.04K - $1.15K
|
7.34K
$999K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.62% |
$907 - $1K
|
1.13K
$154K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
7+ 0.2% |
$907 - $1K
|
3.5K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
6+ 0.1% |
$777 - $860
|
6.08K
$827K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$777 - $860
|
1.67K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.17% |
$777 - $860
|
3.62K
$493K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.17% |
$777 - $860
|
3.46K
$470K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.17% |
$648 - $717
|
2.91K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$648 - $717
|
5
$681
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 2.04% |
$648 - $717
|
250
$34K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
5+ 0.25% |
$648 - $717
|
2.04K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.3% |
$648 - $717
|
1.65K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.23% |
$518 - $574
|
1.72K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
4+ 0.11% |
$518 - $574
|
3.72K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.16% |
$518 - $574
|
2.47K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$518 - $574
|
3.08K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4+ 0.23% |
$518 - $574
|
1.72K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.01% |
$389 - $430
|
33.4K
$4.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3+ 0.77% |
$389 - $430
|
394
$53.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$389 - $430
|
10.1K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$389 - $430
|
1.83K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$389 - $430
|
3.63K
$494K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.14% |
$389 - $430
|
2.09K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.47% |
$389 - $430
|
648
$88.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3+ 0.18% |
$389 - $430
|
1.7K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 1.38% |
$259 - $287
|
147
$20K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.43% |
$259 - $287
|
464
$63.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.54% |
$259 - $287
|
375
$51K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.81% |
$259 - $287
|
249
$33.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2+ 0.06% |
$259 - $287
|
3.11K
$423K
|