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 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3- 0.14% |
$389 - $430
|
2.18K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-5- 0.29% |
$648 - $717
|
1.71K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.15% |
$907 - $1K
|
4.65K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-7- 0.11% |
$907 - $1K
|
6.55K
$905K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-7- 0.3% |
$907 - $1K
|
2.32K
$320K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.22% |
$1.04K - $1.15K
|
3.61K
$498K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 3.41% |
$1.17K - $1.29K
|
255
$35.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-10- 0.22% |
$1.3K - $1.43K
|
4.48K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-11- 0.21% |
$1.43K - $1.58K
|
5.19K
$716K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-12- 0.2% |
$1.55K - $1.72K
|
6.12K
$846K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-14- 0.09% |
$1.81K - $2.01K
|
16.1K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15- 0.41% |
$1.94K - $2.15K
|
3.62K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16- 0.31% |
$2.07K - $2.29K
|
5.07K
$700K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-17- 0.2% |
$2.2K - $2.44K
|
8.45K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-17- 0.18% |
$2.2K - $2.44K
|
9.57K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-19- 0.12% |
$2.46K - $2.72K
|
15.3K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-20- 0.76% |
$2.59K - $2.87K
|
2.61K
$361K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-20- 0.19% |
$2.59K - $2.87K
|
10.8K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 4.96% |
$2.59K - $2.87K
|
383
$52.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-20- 0.15% |
$2.59K - $2.87K
|
13K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-24- 1.03% |
$3.11K - $3.44K
|
2.31K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-24- 0.09% |
$3.11K - $3.44K
|
25.4K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-26- 3.28% |
$3.37K - $3.73K
|
767
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-28- 0.37% |
$3.63K - $4.02K
|
7.54K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-29- 1.18% |
$3.76K - $4.16K
|
2.43K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 0.24% |
$3.89K - $4.3K
|
12.5K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-30- 0.32% |
$3.89K - $4.3K
|
9.24K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-32- 1.85% |
$4.15K - $4.59K
|
1.7K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-34- 0.85% |
$4.4K - $4.88K
|
3.99K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-34- 1.23% |
$4.4K - $4.88K
|
2.72K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-34- 0.81% |
$4.4K - $4.88K
|
4.18K
$577K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-36- 0.22% |
$4.66K - $5.16K
|
16.3K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-37- 0.76% |
$4.79K - $5.31K
|
4.81K
$664K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-38- 0.36% |
$4.92K - $5.45K
|
10.4K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-38- 0.51% |
$4.92K - $5.45K
|
7.45K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-39- 0.36% |
$5.05K - $5.59K
|
10.9K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-40- 1.04% |
$5.18K - $5.74K
|
3.81K
$526K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.16% |
$5.31K - $5.88K
|
3.5K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-41- 2.11% |
$5.31K - $5.88K
|
1.91K
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-41- 1.47% |
$5.31K - $5.88K
|
2.76K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-44- 0.28% |
$5.7K - $6.31K
|
15.4K
$2.13M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-48- 32.0% |
$6.22K - $6.88K
|
102
$14.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-49- 0.48% |
$6.35K - $7.03K
|
10.2K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-50- 2.38% |
$6.48K - $7.17K
|
2.05K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 1.0% |
$6.48K - $7.17K
|
4.97K
$686K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 2.58% |
$6.48K - $7.17K
|
1.89K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-51- 0.27% |
$6.61K - $7.31K
|
19.2K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-51- 0.46% |
$6.61K - $7.31K
|
11.1K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-52- 0.75% |
$6.74K - $7.46K
|
6.92K
$956K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-53- 2.05% |
$6.87K - $7.6K
|
2.53K
$349K
|