Purchases and Sales Made in Q1 2025 in Blackrock ETF Tr U S Equity Fa (DYNF)
This table provides information about the institutional ownership of Blackrock ETF Tr U S Equity Fa (DYNF) during Q1 2025. The information is specifically focused on institutions that hold shares of BLACKROCK ETF TR U S EQUITY FA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.68M+ 5.65% |
$177M - $197M
|
68.7M
$3.34B
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
2.39M+ 4546.7% |
$115M - $129M
|
2.45M
$119M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.55MNew |
$74.6M - $83.4M
|
1.55M
$75.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.26M+ 240.79% |
$60.5M - $67.7M
|
1.78M
$86.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
949KNew |
$45.6M - $51M
|
949K
$46.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
634K+ 3254.29% |
$30.5M - $34.1M
|
654K
$31.8M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
599K+ 12.53% |
$28.8M - $32.2M
|
5.38M
$261M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
584KNew |
$28.1M - $31.4M
|
584K
$28.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
549K+ 8.58% |
$26.4M - $29.5M
|
6.95M
$338M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
459KNew |
$22.1M - $24.7M
|
459K
$22.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
449K+ 9.96% |
$21.6M - $24.1M
|
4.96M
$241M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
426KNew |
$20.5M - $22.9M
|
426K
$20.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
376KNew |
$18.1M - $20.2M
|
376K
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
313K+ 44.83% |
$15.1M - $16.8M
|
1.01M
$49.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
221K+ 97.17% |
$10.6M - $11.9M
|
448K
$21.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
193K+ 30.32% |
$9.25M - $10.3M
|
828K
$40.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
183KNew |
$8.78M - $9.82M
|
183K
$8.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
146KNew |
$7.02M - $7.85M
|
146K
$7.1M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
133K+ 94.21% |
$6.37M - $7.12M
|
273K
$13.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
132K+ 174.3% |
$6.35M - $7.1M
|
208K
$10.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
129K+ 89.47% |
$6.19M - $6.92M
|
273K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
113K+ 15.28% |
$5.42M - $6.06M
|
851K
$41.3M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
109K+ 124.28% |
$5.22M - $5.84M
|
196K
$9.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
107K+ 7.84% |
$5.13M - $5.74M
|
1.47M
$71.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
104K+ 5.13% |
$4.99M - $5.58M
|
2.13M
$103M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
100KNew |
$4.83M - $5.4M
|
100K
$4.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
97.2KNew |
$4.67M - $5.22M
|
97.2K
$4.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
92.5K+ 14921.94% |
$4.45M - $4.97M
|
93.1K
$4.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.9K+ 15.31% |
$4.42M - $4.94M
|
692K
$33.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
90.2KNew |
$4.34M - $4.85M
|
90.2K
$4.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
89.3K+ 108.53% |
$4.29M - $4.8M
|
172K
$8.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
65.9KNew |
$3.17M - $3.54M
|
65.9K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
61.1K+ 24.13% |
$2.94M - $3.28M
|
314K
$15.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
59.2K+ 6.96% |
$2.84M - $3.18M
|
909K
$44.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.5K+ 1.52% |
$2.71M - $3.03M
|
3.77M
$183M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
44K+ 161.57% |
$2.12M - $2.37M
|
71.3K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
42.5KNew |
$2.04M - $2.28M
|
42.5K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
41.4KNew |
$1.99M - $2.22M
|
41.4K
$2.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
38.8K+ 11.76% |
$1.86M - $2.08M
|
369K
$17.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
38.7K+ 58.24% |
$1.86M - $2.08M
|
105K
$5.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
38.5K+ 14.71% |
$1.85M - $2.07M
|
300K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
37.3K+ 14.96% |
$1.79M - $2M
|
287K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
32.7K+ 4.18% |
$1.57M - $1.76M
|
815K
$39.6M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
31.7KNew |
$1.52M - $1.7M
|
31.7K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
31.6KNew |
$1.52M - $1.7M
|
31.6K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
31.3K+ 208.93% |
$1.5M - $1.68M
|
46.2K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
31.1K+ 14.36% |
$1.49M - $1.67M
|
248K
$12M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
30.2K+ 188.4% |
$1.45M - $1.62M
|
46.2K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
30.2K+ 5.77% |
$1.45M - $1.62M
|
553K
$26.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
29K+ 322.02% |
$1.39M - $1.56M
|
38K
$1.85M
|