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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
29+ 0.74% |
$3.76K - $4.16K
|
3.94K
$544K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
29+ 4.35% |
$3.76K - $4.16K
|
696
$96.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
29+ 1.03% |
$3.76K - $4.16K
|
2.84K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
28+ 1.0% |
$3.63K - $4.02K
|
2.84K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28New |
$3.63K - $4.02K
|
28
$3.87K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
27+ 1.35% |
$3.5K - $3.87K
|
2.03K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 3.32% |
$3.5K - $3.87K
|
840
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.19% |
$3.37K - $3.73K
|
13.6K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
25New |
$3.24K - $3.59K
|
25
$3.45K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
25+ 0.98% |
$3.24K - $3.59K
|
2.56K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
25+ 0.57% |
$3.24K - $3.59K
|
4.38K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
24+ 0.14% |
$3.11K - $3.44K
|
17.6K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
24+ 0.6% |
$3.11K - $3.44K
|
4.04K
$558K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
24+ 0.43% |
$3.11K - $3.44K
|
5.56K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
24New |
$3.11K - $3.44K
|
24
$3.31K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
24+ 0.72% |
$3.11K - $3.44K
|
3.35K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
23+ 0.99% |
$2.98K - $3.3K
|
2.35K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23+ 0.15% |
$2.98K - $3.3K
|
15.8K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
22+ 0.65% |
$2.85K - $3.16K
|
3.39K
$468K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
21+ 1.0% |
$2.72K - $3.01K
|
2.12K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
21+ 0.42% |
$2.72K - $3.01K
|
5.06K
$698K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.1% |
$2.46K - $2.72K
|
18.3K
$2.52M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
17+ 1.05% |
$2.2K - $2.44K
|
1.64K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
17+ 2.17% |
$2.2K - $2.44K
|
802
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
16+ 1.05% |
$2.07K - $2.29K
|
1.54K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16+ 0.99% |
$2.07K - $2.29K
|
1.63K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
15+ 0.17% |
$1.94K - $2.15K
|
9.07K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15New |
$1.94K - $2.15K
|
15
$2.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
15+ 0.53% |
$1.94K - $2.15K
|
2.83K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
15+ 0.99% |
$1.94K - $2.15K
|
1.54K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15+ 0.06% |
$1.94K - $2.15K
|
23.2K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14+ 0.13% |
$1.81K - $2.01K
|
10.7K
$1.47M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.43% |
$1.81K - $2.01K
|
3.28K
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
14+ 0.61% |
$1.81K - $2.01K
|
2.29K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
14+ 0.0% |
$1.81K - $2.01K
|
681K
$94.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 1.0% |
$1.68K - $1.86K
|
1.31K
$181K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
13+ 1.02% |
$1.68K - $1.86K
|
1.29K
$178K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
13+ 0.65% |
$1.68K - $1.86K
|
2K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.68K - $1.86K
|
5.98K
$825K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
12+ 0.22% |
$1.55K - $1.72K
|
5.58K
$770K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.2% |
$1.55K - $1.72K
|
6.11K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 1.0% |
$1.43K - $1.58K
|
1.11K
$153K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.3K - $1.43K
|
16.3K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
9New |
$1.17K - $1.29K
|
9
$1.24K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
9+ 0.27% |
$1.17K - $1.29K
|
3.32K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9+ 0.17% |
$1.17K - $1.29K
|
5.17K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
9+ 0.08% |
$1.17K - $1.29K
|
11.8K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.45% |
$1.17K - $1.29K
|
2.02K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 0.34% |
$1.17K - $1.29K
|
2.68K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.43% |
$1.17K - $1.29K
|
2.08K
$287K
|