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
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-336- 12.98% |
$43.5K - $48.2K
|
2.25K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-337- 24.56% |
$43.7K - $48.3K
|
1.04K
$143K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-338- 5.72% |
$43.8K - $48.5K
|
5.57K
$769K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-340- 4.82% |
$44K - $48.8K
|
6.71K
$927K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-341- 0.92% |
$44.2K - $48.9K
|
36.8K
$5.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-341- 6.14% |
$44.2K - $48.9K
|
5.21K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-345- 1.82% |
$44.7K - $49.5K
|
18.6K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-350- 18.26% |
$45.3K - $50.2K
|
1.57K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-352- 2.97% |
$45.6K - $50.5K
|
11.5K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-363- 1.08% |
$47K - $52.1K
|
33.1K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-364- 4.87% |
$47.2K - $52.2K
|
7.11K
$982K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-365- 6.03% |
$47.3K - $52.3K
|
5.69K
$786K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-369- 1.94% |
$47.8K - $52.9K
|
18.6K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-370- 4.27% |
$47.9K - $53.1K
|
8.3K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-373- 7.58% |
$48.3K - $53.5K
|
4.55K
$628K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-375- 5.56% |
$48.6K - $53.8K
|
6.37K
$879K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-378- 2.91% |
$49K - $54.2K
|
12.6K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-391- 3.32% |
$50.7K - $56.1K
|
11.4K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-400- 5.44% |
$51.8K - $57.4K
|
6.95K
$959K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-414- 13.48% |
$53.6K - $59.4K
|
2.66K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-417- 8.64% |
$54K - $59.8K
|
4.41K
$609K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-420- 8.82% |
$54.4K - $60.2K
|
4.34K
$599K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-428- 17.36% |
$55.4K - $61.4K
|
2.04K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-433- 2.42% |
$56.1K - $62.1K
|
17.4K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-433- 2.27% |
$56.1K - $62.1K
|
18.7K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-434- 1.33% |
$56.2K - $62.2K
|
32.1K
$4.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-440- 6.45% |
$57K - $63.1K
|
6.38K
$881K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-462- 13.9% |
$59.9K - $66.3K
|
2.86K
$395K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-463- 2.16% |
$60K - $66.4K
|
20.9K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-465- 4.54% |
$60.2K - $66.7K
|
9.78K
$1.35M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-466- 71.69% |
$60.4K - $66.8K
|
184
$25.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-480- 4.41% |
$62.2K - $68.8K
|
10.4K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-489- 18.86% |
$63.3K - $70.1K
|
2.1K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-497- 0.56% |
$64.4K - $71.3K
|
87.5K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-497- 41.31% |
$64.4K - $71.3K
|
706
$97.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-499- 12.61% |
$64.6K - $71.6K
|
3.46K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-500- 2.66% |
$64.8K - $71.7K
|
18.3K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-505- 9.52% |
$65.4K - $72.4K
|
4.8K
$663K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-514- 24.81% |
$66.6K - $73.7K
|
1.56K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-520- 14.3% |
$67.4K - $74.6K
|
3.12K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-542- 0.25% |
$70.2K - $77.7K
|
213K
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-547- 2.93% |
$70.9K - $78.4K
|
18.1K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-565- 0.85% |
$73.2K - $81K
|
66.1K
$9.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-579- 5.16% |
$75K - $83K
|
10.7K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-579- 1.44% |
$75K - $83K
|
39.6K
$5.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-580- 5.55% |
$75.1K - $83.2K
|
9.87K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-582- 0.52% |
$75.4K - $83.5K
|
112K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-585- 4.69% |
$75.8K - $83.9K
|
11.9K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-610- 2.45% |
$79K - $87.5K
|
24.3K
$3.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-617- 11.93% |
$79.9K - $88.5K
|
4.55K
$629K
|