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 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
293+ 3.23% |
$38K - $42K
|
9.35K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
289+ 4.71% |
$37.4K - $41.4K
|
6.43K
$875K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
284+ 7.45% |
$36.8K - $40.7K
|
4.1K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
279+ 11.24% |
$36.1K - $40K
|
2.76K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
273New |
$35.4K - $39.2K
|
273
$37.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
263+ 12.01% |
$34.1K - $37.7K
|
2.45K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
263New |
$34.1K - $37.7K
|
263
$35.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
260+ 2.4% |
$33.7K - $37.3K
|
11.1K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
258+ 1.13% |
$33.4K - $37K
|
23.1K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
258+ 3.33% |
$33.4K - $37K
|
8K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
255+ 19.84% |
$33K - $36.6K
|
1.54K
$210K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
255+ 19.84% |
$33K - $36.6K
|
1.54K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
252New |
$32.6K - $36.1K
|
252
$34.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
250+ 6.73% |
$32.4K - $35.9K
|
3.97K
$540K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
249+ 15.24% |
$32.3K - $35.7K
|
1.88K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
245+ 1.58% |
$31.7K - $35.1K
|
15.7K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
225+ 2.69% |
$29.1K - $32.3K
|
8.6K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
224+ 0.74% |
$29K - $32.1K
|
30.7K
$4.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
222+ 9.27% |
$28.8K - $31.8K
|
2.62K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
221New |
$28.6K - $31.7K
|
221
$30.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
220+ 12.31% |
$28.5K - $31.6K
|
2.01K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
210+ 13.05% |
$27.2K - $30.1K
|
1.82K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
205+ 1.51% |
$26.6K - $29.4K
|
13.8K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
203New |
$26.3K - $29.1K
|
203
$27.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
203New |
$26.3K - $29.1K
|
203
$27.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200+ 40.0% |
$25.9K - $28.7K
|
700
$95.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
200+ 2.17% |
$25.9K - $28.7K
|
9.43K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 3.57% |
$25.9K - $28.7K
|
5.8K
$790K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
196+ 1.76% |
$25.4K - $28.1K
|
11.4K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
195+ 20.92% |
$25.3K - $28K
|
1.13K
$153K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
193+ 1.39% |
$25K - $27.7K
|
14.1K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
187+ 1.24% |
$24.2K - $26.8K
|
15.2K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
185+ 1.03% |
$24K - $26.5K
|
18.1K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
165+ 0.74% |
$21.4K - $23.7K
|
22.5K
$3.06M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
160New |
$20.7K - $22.9K
|
160
$21.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
152+ 1.11% |
$19.7K - $21.8K
|
13.8K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
151New |
$19.6K - $21.7K
|
151
$20.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
150New |
$19.4K - $21.5K
|
150
$20.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150+ 340.91% |
$19.4K - $21.5K
|
194
$26.4K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 0.05% |
$19.2K - $21.2K
|
301K
$41M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
148New |
$19.2K - $21.2K
|
148
$20.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
148+ 3.93% |
$19.2K - $21.2K
|
3.92K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
143+ 8.09% |
$18.5K - $20.5K
|
1.91K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
138+ 0.22% |
$17.9K - $19.8K
|
62.8K
$8.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
138+ 2.75% |
$17.9K - $19.8K
|
5.15K
$701K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
136+ 4.74% |
$17.6K - $19.5K
|
3.01K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
135+ 7.37% |
$17.5K - $19.4K
|
1.97K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
133+ 1.33% |
$17.2K - $19.1K
|
10.1K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
130+ 7.51% |
$16.8K - $18.6K
|
1.86K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
128+ 1.51% |
$16.6K - $18.4K
|
8.6K
$1.17M
|