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 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-86- 0.23% |
$11.1K - $12.3K
|
36.6K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-86- 2.67% |
$11.1K - $12.3K
|
3.14K
$427K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-90- 1.85% |
$11.7K - $12.9K
|
4.77K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-92- 0.96% |
$11.9K - $13.2K
|
9.48K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-94- 3.14% |
$12.2K - $13.5K
|
2.9K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-95- 2.44% |
$12.3K - $13.6K
|
3.81K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-95- 4.76% |
$12.3K - $13.6K
|
1.9K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-98- 4.95% |
$12.7K - $14.1K
|
1.88K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-98- 1.33% |
$12.7K - $14.1K
|
7.28K
$991K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 3.81% |
$13K - $14.3K
|
2.52K
$344K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-100- 4.0% |
$13K - $14.3K
|
2.4K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-100- 0.59% |
$13K - $14.3K
|
17K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 5.08% |
$13K - $14.3K
|
1.87K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 5.37% |
$13K - $14.3K
|
1.76K
$240K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-105- 1.11% |
$13.6K - $15.1K
|
9.39K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-106- 0.93% |
$13.7K - $15.2K
|
11.3K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-107- 6.29% |
$13.9K - $15.3K
|
1.59K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-108- 11.66% |
$14K - $15.5K
|
818
$111K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-109- 4.12% |
$14.1K - $15.6K
|
2.54K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-110- 6.65% |
$14.3K - $15.8K
|
1.54K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-110- 5.95% |
$14.3K - $15.8K
|
1.74K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-114- 5.62% |
$14.8K - $16.3K
|
1.92K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-115- 3.6% |
$14.9K - $16.5K
|
3.08K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-117- 8.26% |
$15.2K - $16.8K
|
1.3K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-118- 3.93% |
$15.3K - $16.9K
|
2.88K
$392K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-119- 3.25% |
$15.4K - $17.1K
|
3.54K
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-119- 1.37% |
$15.4K - $17.1K
|
8.58K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-121- 0.22% |
$15.7K - $17.4K
|
54K
$7.34M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-122- 0.8% |
$15.8K - $17.5K
|
15.1K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-125- 2.79% |
$16.2K - $17.9K
|
4.35K
$592K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-129- 6.45% |
$16.7K - $18.5K
|
1.87K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-129- 3.05% |
$16.7K - $18.5K
|
4.1K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-130- 4.13% |
$16.8K - $18.6K
|
3.02K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-131- 4.31% |
$17K - $18.8K
|
2.91K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.46% |
$17.1K - $18.9K
|
8.88K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133- 1.31% |
$17.2K - $19.1K
|
10.1K
$1.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-136- 1.95% |
$17.6K - $19.5K
|
6.85K
$932K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-136- 2.78% |
$17.6K - $19.5K
|
4.75K
$646K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-139- 15.39% |
$18K - $19.9K
|
764
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-139- 1.75% |
$18K - $19.9K
|
7.8K
$1.06M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-140- 4.23% |
$18.1K - $20.1K
|
3.17K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-142- 0.21% |
$18.4K - $20.4K
|
66.2K
$9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-142- 0.95% |
$18.4K - $20.4K
|
14.8K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-143- 9.69% |
$18.5K - $20.5K
|
1.33K
$181K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-144- 2.94% |
$18.7K - $20.7K
|
4.75K
$646K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-147- 0.43% |
$19K - $21.1K
|
33.9K
$4.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-147- 1.17% |
$19K - $21.1K
|
12.5K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 1.72% |
$19.4K - $21.5K
|
8.58K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-150- 0.99% |
$19.4K - $21.5K
|
15.1K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-150- 1.09% |
$19.4K - $21.5K
|
13.6K
$1.86M
|