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 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
2.26K+ 69.45% |
$293K - $324K
|
5.51K
$761K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.24KNew |
$290K - $321K
|
2.24K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.19K+ 22.28% |
$283K - $313K
|
12K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.18K+ 77.09% |
$283K - $313K
|
5.01K
$692K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2.15K+ 10.94% |
$278K - $308K
|
21.8K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.11K+ 27.15% |
$273K - $302K
|
9.87K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.04KNew |
$264K - $292K
|
2.04K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.03KNew |
$263K - $291K
|
2.03K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.01K+ 12.96% |
$261K - $288K
|
17.5K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.01K+ 4.29% |
$261K - $288K
|
48.9K
$6.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.98KNew |
$256K - $284K
|
1.98K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.97KNew |
$255K - $282K
|
1.97K
$272K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.96KNew |
$254K - $281K
|
1.96K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.94KNew |
$251K - $277K
|
1.94K
$267K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.93KNew |
$249K - $276K
|
1.93K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.92KNew |
$249K - $275K
|
1.92K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.92KNew |
$248K - $275K
|
1.92K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.9K+ 0.87% |
$246K - $272K
|
219K
$30.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 12.91% |
$245K - $271K
|
16.5K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.88K+ 2.16% |
$244K - $270K
|
89.2K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.88KNew |
$243K - $269K
|
1.88K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.87K+ 16.49% |
$242K - $268K
|
13.2K
$1.82M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.87KNew |
$242K - $267K
|
1.87K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.87K+ 3.47% |
$242K - $267K
|
55.5K
$7.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.86KNew |
$240K - $266K
|
1.86K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.82K+ 0.62% |
$236K - $261K
|
296K
$40.8M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.8K+ 2.31% |
$233K - $258K
|
79.6K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.79KNew |
$232K - $257K
|
1.79K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.75K+ 2.31% |
$226K - $250K
|
77.5K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.74KNew |
$225K - $249K
|
1.74K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.73K+ 7.62% |
$224K - $248K
|
24.4K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.72KNew |
$223K - $247K
|
1.72K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.71KNew |
$222K - $245K
|
1.71K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.7KNew |
$220K - $244K
|
1.7K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.7K+ 46.73% |
$220K - $244K
|
5.34K
$737K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.7KNew |
$220K - $244K
|
1.7K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.66KNew |
$215K - $238K
|
1.66K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.66KNew |
$215K - $238K
|
1.66K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.66K+ 2.56% |
$214K - $237K
|
66.3K
$9.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$213K - $236K
|
1.64K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.63KNew |
$211K - $233K
|
1.63K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.62KNew |
$210K - $233K
|
1.62K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.61KNew |
$209K - $231K
|
1.61K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.6KNew |
$207K - $229K
|
1.6K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.59KNew |
$206K - $228K
|
1.59K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.57KNew |
$203K - $225K
|
1.57K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.56K+ 301.16% |
$202K - $224K
|
2.08K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1.56KNew |
$202K - $223K
|
1.56K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.55K+ 1.66% |
$201K - $222K
|
94.8K
$13.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.55KNew |
$200K - $222K
|
1.55K
$214K
|