Purchases and Sales Made in Q4 2024 in Ishares Tr (DVY)

DVY Quotes by TradingView

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 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
94
+ 0.6%
$12.2K - $13.5K
15.9K $2.19M
Jan 29, 2025 Q4 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
90
+ 1.45%
$11.7K - $12.9K
6.32K $873K
Jan 28, 2025 Q4 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
90
+ 1.18%
$11.7K - $12.9K
7.71K $1.07M
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
90
+ 0.06%
$11.7K - $12.9K
149K $20.5M
Jan 14, 2025 Q4 2024
Ritholtz Wealth Management

BUY
 -
86
+ 3.21%
$11.1K - $12.3K
2.76K $382K
Feb 03, 2025 Q4 2024
Unionview, LLC

Seattle, WA
BUY
 -
83
+ 0.74%
$10.8K - $11.9K
11.2K $1.55M
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
81
New
$10.5K - $11.6K
81 $11.2K
Feb 14, 2025 Q4 2024
Bellwether Advisors, LLC

BUY
 -
77
New
$9.98K - $11K
77 $10.6K
Feb 18, 2025 Q4 2024
Cornerstone Advisory, LLC

BUY
 -
76
+ 3.11%
$9.85K - $10.9K
2.52K $347K
Jan 24, 2025 Q4 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
75
+ 17.9%
$9.72K - $10.8K
494 $68.2K
Feb 14, 2025 Q4 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
73
+ 0.66%
$9.46K - $10.5K
11.1K $1.54M
Feb 13, 2025 Q4 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
69
+ 0.03%
$8.94K - $9.9K
214K $29.6M
Feb 11, 2025 Q4 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
67
+ 27.24%
$8.68K - $9.61K
313 $43.2K
Feb 11, 2025 Q4 2024
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
65
+ 0.68%
$8.42K - $9.32K
9.67K $1.33M
Jan 22, 2025 Q4 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
64
+ 3.49%
$8.29K - $9.18K
1.9K $262K
Feb 06, 2025 Q4 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
63
+ 0.12%
$8.16K - $9.03K
52.8K $7.3M
Jan 22, 2025 Q4 2024
Cornerstone Wealth Group, LLC

BUY
 -
62
+ 0.73%
$8.03K - $8.89K
8.57K $1.18M
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
61
+ 0.7%
$7.9K - $8.75K
8.82K $1.22M
Feb 11, 2025 Q4 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
60
+ 1.59%
$7.77K - $8.6K
3.84K $531K
Feb 03, 2025 Q4 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
58
+ 0.38%
$7.51K - $8.32K
15.4K $2.13M
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
57
+ 3.14%
$7.38K - $8.17K
1.87K $258K
Jan 22, 2025 Q4 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
57
+ 2.14%
$7.38K - $8.17K
2.72K $375K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
54
New
$7K - $7.74K
54 $7.46K
Feb 06, 2025 Q4 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
53
+ 1.2%
$6.87K - $7.6K
4.45K $615K
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
53
New
$6.87K - $7.6K
53 $7.32K
Jan 22, 2025 Q4 2024
Next Level Private LLC

Harrison, NY
BUY
 -
53
+ 0.75%
$6.87K - $7.6K
7.14K $986K
Feb 13, 2025 Q4 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
52
+ 2.72%
$6.74K - $7.46K
1.96K $271K
Jan 27, 2025 Q4 2024
Vision Capital Management, Inc.

Portland, OR
BUY
 -
50
+ 1.64%
$6.48K - $7.17K
3.1K $428K
Jan 16, 2025 Q4 2024
Grove Bank & Trust

BUY
 -
50
+ 39.68%
$6.48K - $7.17K
176 $24.3K
Feb 07, 2025 Q4 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
48
+ 3.82%
$6.22K - $6.88K
1.3K $180K
Feb 10, 2025 Q4 2024
Fox Hill Wealth Management

Dedham, MA
BUY
 -
48
+ 0.43%
$6.22K - $6.88K
11.1K $1.53M
Feb 13, 2025 Q4 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
46
+ 1.01%
$5.96K - $6.6K
4.59K $634K
Jan 29, 2025 Q4 2024
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
45
+ 0.47%
$5.83K - $6.45K
9.66K $1.33M
Jan 31, 2025 Q4 2024
Cra Financial Services, LLC

BUY
 -
42
+ 0.45%
$5.44K - $6.02K
9.28K $1.28M
Feb 14, 2025 Q4 2024
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
42
+ 0.68%
$5.44K - $6.02K
6.22K $859K
Feb 12, 2025 Q4 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
39
+ 0.48%
$5.05K - $5.59K
8.12K $1.12M
Feb 06, 2025 Q4 2024
Wood Trust Financial Corp

BUY
 -
37
+ 1.59%
$4.79K - $5.31K
2.37K $327K
Feb 06, 2025 Q4 2024
Wealth Advisory Solutions, LLC

BUY
 -
35
+ 2.2%
$4.53K - $5.02K
1.63K $225K
Jan 22, 2025 Q4 2024
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
34
+ 0.34%
$4.4K - $4.88K
10.1K $1.4M
Jan 30, 2025 Q4 2024
Kanawha Capital Management LLC

BUY
 -
34
+ 0.63%
$4.4K - $4.88K
5.45K $753K
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
33
+ 0.49%
$4.28K - $4.73K
6.75K $932K
Feb 13, 2025 Q4 2024
Cahaba Wealth Management, Inc.

BUY
 -
32
+ 0.71%
$4.15K - $4.59K
4.51K $623K
Jan 24, 2025 Q4 2024
Pb Mares Wealth Management LLC

BUY
 -
31
+ 1.12%
$4.02K - $4.45K
2.79K $386K
Jan 14, 2025 Q4 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
31
+ 0.83%
$4.02K - $4.45K
3.75K $517K
Feb 12, 2025 Q4 2024
Sage Capital Management, LLC

Stockton, NJ
BUY
 -
30
+ 0.92%
$3.89K - $4.3K
3.3K $456K
Jan 16, 2025 Q4 2024
Thrive Wealth Management, LLC

BUY
 -
30
+ 1.0%
$3.89K - $4.3K
3.03K $418K
Feb 14, 2025 Q4 2024
Mendel Capital Management LLC

BUY
 -
30
+ 0.08%
$3.89K - $4.3K
36.1K $4.99M
Feb 14, 2025 Q4 2024
Elyxium Wealth, LLC

San Mateo, CA
BUY
 -
30
+ 1.28%
$3.89K - $4.3K
2.38K $329K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
30
+ 1.08%
$3.89K - $4.3K
2.8K $386K

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