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 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-185- 2.12% |
$24K - $26.5K
|
8.52K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-186- 3.67% |
$24.1K - $26.7K
|
4.88K
$674K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-191- 6.07% |
$24.7K - $27.4K
|
2.96K
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-193- 2.56% |
$25K - $27.7K
|
7.36K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-194- 3.66% |
$25.1K - $27.8K
|
5.1K
$705K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-195- 12.44% |
$25.3K - $28K
|
1.37K
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-196- 0.87% |
$25.4K - $28.1K
|
22.4K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-198- 0.95% |
$25.7K - $28.4K
|
20.6K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-200- 9.52% |
$25.9K - $28.7K
|
1.9K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 9.24% |
$25.9K - $28.7K
|
1.97K
$271K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-201- 8.55% |
$26K - $28.8K
|
2.15K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-203- 1.45% |
$26.3K - $29.1K
|
13.8K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-208- 5.3% |
$26.9K - $29.8K
|
3.72K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-214- 31.38% |
$27.7K - $30.7K
|
468
$64.6K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-216- 1.55% |
$28K - $31K
|
13.7K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-218- 0.22% |
$28.2K - $31.3K
|
97K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-219- 5.42% |
$28.4K - $31.4K
|
3.82K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-220- 1.95% |
$28.5K - $31.6K
|
11K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-225- 1.43% |
$29.1K - $32.3K
|
15.5K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-228- 1.25% |
$29.5K - $32.7K
|
18K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-229- 1.5% |
$29.7K - $32.8K
|
15.1K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-235- 1.38% |
$30.4K - $33.7K
|
16.8K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-236- 0.75% |
$30.6K - $33.8K
|
31.1K
$4.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-248- 1.05% |
$32.1K - $35.6K
|
23.4K
$3.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-250- 3.26% |
$32.4K - $35.9K
|
7.43K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-250- 12.14% |
$32.4K - $35.9K
|
1.81K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-251- 3.86% |
$32.5K - $36K
|
6.25K
$862K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-255- 11.88% |
$33K - $36.6K
|
1.89K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-268- 5.67% |
$34.7K - $38.4K
|
4.46K
$616K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-277- 1.63% |
$35.9K - $39.7K
|
16.7K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-278- 11.78% |
$36K - $39.9K
|
2.08K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-280- 3.42% |
$36.3K - $40.2K
|
7.9K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-280- 12.26% |
$36.3K - $40.2K
|
2K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 11.38% |
$36.4K - $40.3K
|
2.19K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-282- 1.94% |
$36.5K - $40.4K
|
14.3K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-286- 10.73% |
$37.1K - $41K
|
2.38K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-289- 49.32% |
$37.4K - $41.4K
|
297
$41K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-295- 7.52% |
$38.2K - $42.3K
|
3.63K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-296- 1.82% |
$38.3K - $42.4K
|
16K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-297- 5.02% |
$38.5K - $42.6K
|
5.61K
$775K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-300- 4.31% |
$38.9K - $43K
|
6.66K
$920K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 12.24% |
$38.9K - $43K
|
2.15K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-300- 4.44% |
$38.9K - $43K
|
6.46K
$892K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-304- 10.07% |
$39.4K - $43.6K
|
2.71K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-310- 1.59% |
$40.2K - $44.5K
|
19.2K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-317- 7.72% |
$41.1K - $45.5K
|
3.79K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-321- 31.2% |
$41.6K - $46K
|
708
$97.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-321- 2.86% |
$41.6K - $46K
|
10.9K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-328- 2.14% |
$42.5K - $47K
|
15K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-331- 59.32% |
$42.9K - $47.5K
|
227
$31.3K
|