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 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.95K- 3.09% |
$900K - $997K
|
218K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.35K- 46.35% |
$952K - $1.05M
|
8.5K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-7.6K- 24.89% |
$985K - $1.09M
|
22.9K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-8K- 14.04% |
$1.04M - $1.15M
|
49K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.09K- 53.99% |
$1.18M - $1.3M
|
7.75K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11K- 3.67% |
$1.42M - $1.57M
|
288K
$39.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.3K- 99.16% |
$1.46M - $1.62M
|
95
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.6K- 6.25% |
$1.5M - $1.66M
|
174K
$23.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14K- 99.91% |
$1.82M - $2.01M
|
13
$1.77K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-14.8K- 34.04% |
$1.91M - $2.12M
|
28.6K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.2K- 2.47% |
$1.97M - $2.18M
|
601K
$81.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.3K- 4.85% |
$2.5M - $2.77M
|
379K
$51.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-19.4K- 12.57% |
$2.52M - $2.79M
|
135K
$18.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.8K- 90.4% |
$2.56M - $2.83M
|
2.1K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-20.9K- 30.38% |
$2.7M - $2.99M
|
47.8K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-26K- 37.92% |
$3.37M - $3.73M
|
42.6K
$5.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-32.5K- 4.13% |
$4.21M - $4.66M
|
756K
$103M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.3K- 11.25% |
$4.32M - $4.78M
|
263K
$35.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.9K- 0.41% |
$4.39M - $4.86M
|
8.29M
$1.13B
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-34.3K- 89.38% |
$4.44M - $4.92M
|
4.08K
$555K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-34.7K- 2.99% |
$4.49M - $4.97M
|
1.13M
$153M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-41.6K- 56.3% |
$5.39M - $5.96M
|
32.3K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45.5K- 1.18% |
$5.89M - $6.52M
|
3.82M
$519M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.5K- 16.37% |
$6.42M - $7.11M
|
253K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-58K- 1.96% |
$7.52M - $8.32M
|
2.9M
$395M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-78.9K- 26.02% |
$10.2M - $11.3M
|
225K
$30.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.34M- 99.24% |
$562M - $622M
|
33.2K
$4.53M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-24.5M- 99.92% |
$3.17B - $3.51B
|
19.8K
$2.69M
|