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 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-151- 2.3% |
$19.6K - $21.7K
|
6.42K
$874K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-151- 4.52% |
$19.6K - $21.7K
|
3.19K
$435K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-151- 0.92% |
$19.6K - $21.7K
|
16.3K
$2.22M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-153- 1.32% |
$19.8K - $21.9K
|
11.5K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-156- 3.9% |
$20.2K - $22.4K
|
3.84K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-158- 6.87% |
$20.5K - $22.7K
|
2.14K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-159- 0.38% |
$20.6K - $22.8K
|
42.2K
$5.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-160- 0.72% |
$20.7K - $22.9K
|
22.1K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-164- 2.09% |
$21.2K - $23.5K
|
7.68K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-165- 1.15% |
$21.4K - $23.7K
|
14.2K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 8.84% |
$21.5K - $23.8K
|
1.71K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-167- 1.16% |
$21.6K - $23.9K
|
14.3K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-168- 4.47% |
$21.8K - $24.1K
|
3.59K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-170- 10.77% |
$22K - $24.4K
|
1.41K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-171- 5.06% |
$22.2K - $24.5K
|
3.21K
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-171- 3.31% |
$22.2K - $24.5K
|
4.99K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-174- 9.2% |
$22.5K - $25K
|
1.72K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-175- 1.46% |
$22.7K - $25.1K
|
11.8K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-175- 7.65% |
$22.7K - $25.1K
|
2.11K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-175- 0.86% |
$22.7K - $25.1K
|
20.1K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-176- 3.8% |
$22.8K - $25.2K
|
4.45K
$606K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-177- 6.7% |
$22.9K - $25.4K
|
2.47K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-177- 0.14% |
$22.9K - $25.4K
|
123K
$16.7M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-179- 1.83% |
$23.2K - $25.7K
|
9.6K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-180- 10.51% |
$23.3K - $25.8K
|
1.53K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-185- 2.12% |
$24K - $26.5K
|
8.52K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-186- 3.67% |
$24.1K - $26.7K
|
4.88K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-191- 6.07% |
$24.7K - $27.4K
|
2.96K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-193- 2.56% |
$25K - $27.7K
|
7.36K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-194- 3.66% |
$25.1K - $27.8K
|
5.1K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-195- 12.44% |
$25.3K - $28K
|
1.37K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-196- 0.87% |
$25.4K - $28.1K
|
22.4K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-198- 0.95% |
$25.7K - $28.4K
|
20.6K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-200- 9.52% |
$25.9K - $28.7K
|
1.9K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 9.24% |
$25.9K - $28.7K
|
1.97K
$267K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-201- 8.55% |
$26K - $28.8K
|
2.15K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-203- 1.45% |
$26.3K - $29.1K
|
13.8K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-208- 5.3% |
$26.9K - $29.8K
|
3.72K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-214- 31.38% |
$27.7K - $30.7K
|
468
$63.7K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-216- 1.55% |
$28K - $31K
|
13.7K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-218- 0.22% |
$28.2K - $31.3K
|
97K
$13.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-219- 5.42% |
$28.4K - $31.4K
|
3.82K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-220- 1.95% |
$28.5K - $31.6K
|
11K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-225- 1.43% |
$29.1K - $32.3K
|
15.5K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-228- 1.25% |
$29.5K - $32.7K
|
18K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-229- 1.5% |
$29.7K - $32.8K
|
15.1K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-235- 1.38% |
$30.4K - $33.7K
|
16.8K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-236- 0.75% |
$30.6K - $33.8K
|
31.1K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-248- 1.05% |
$32.1K - $35.6K
|
23.4K
$3.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-250- 12.14% |
$32.4K - $35.9K
|
1.81K
$246K
|