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 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.33K- 14.72% |
$172K - $190K
|
7.69K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.33K- 1.33% |
$172K - $190K
|
98.2K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.34K- 3.07% |
$173K - $192K
|
42.3K
$5.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.42K- 3.3% |
$184K - $204K
|
41.7K
$5.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.42K- 9.85% |
$184K - $204K
|
13K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.43K- 2.84% |
$185K - $205K
|
48.8K
$6.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.45K- 8.29% |
$188K - $208K
|
16K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.47K- 25.73% |
$190K - $210K
|
4.23K
$585K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.5K- 4.98% |
$194K - $215K
|
28.6K
$3.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.5K- 17.71% |
$194K - $215K
|
6.96K
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.5K- 4.68% |
$194K - $215K
|
30.5K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.5K- 30.14% |
$194K - $215K
|
3.48K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.5KClosed |
$194K - $215K
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 1.21% |
$201K - $222K
|
126K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.56K- 31.69% |
$202K - $223K
|
3.36K
$464K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.56K- 0.97% |
$202K - $224K
|
160K
$22M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.57K- 7.7% |
$204K - $225K
|
18.8K
$2.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.61K- 9.59% |
$209K - $231K
|
15.2K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.73K- 8.48% |
$225K - $249K
|
18.7K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.74K- 9.01% |
$225K - $250K
|
17.6K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.74K- 28.76% |
$225K - $250K
|
4.31K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.74K- 2.38% |
$225K - $250K
|
71.4K
$9.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.8K- 4.23% |
$233K - $258K
|
40.8K
$5.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-1.9K- 2.89% |
$246K - $272K
|
63.8K
$8.81M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.9K- 11.14% |
$246K - $273K
|
15.2K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.95K- 3.15% |
$253K - $280K
|
60.1K
$8.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 9.91% |
$259K - $287K
|
18.2K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.02K- 18.72% |
$262K - $290K
|
8.77K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.02K- 2.66% |
$262K - $290K
|
74K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.06K- 2.71% |
$266K - $295K
|
73.9K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.15K- 10.9% |
$278K - $308K
|
17.6K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.18K- 43.53% |
$283K - $313K
|
2.83K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.29K- 7.49% |
$296K - $328K
|
28.3K
$3.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.32K- 9.72% |
$300K - $332K
|
21.5K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.32K- 3.61% |
$300K - $332K
|
61.8K
$8.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.32K- 24.68% |
$300K - $332K
|
7.07K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.32K- 41.87% |
$300K - $333K
|
3.22K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 9.19% |
$301K - $333K
|
22.9K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.39K- 3.69% |
$309K - $342K
|
62.4K
$8.61M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.44K- 3.54% |
$316K - $350K
|
66.4K
$9.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.56K- 6.71% |
$332K - $367K
|
35.6K
$4.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.58K- 8.89% |
$334K - $370K
|
26.4K
$3.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.58K- 1.95% |
$334K - $370K
|
130K
$17.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.71K- 6.96% |
$351K - $389K
|
36.2K
$5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.87K- 13.85% |
$372K - $412K
|
17.9K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 13.55% |
$372K - $412K
|
18.3K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.94K- 4.68% |
$381K - $422K
|
59.9K
$8.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.07K- 9.39% |
$398K - $441K
|
29.6K
$4.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.14K- 17.2% |
$407K - $451K
|
15.1K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.2K- 13.34% |
$415K - $459K
|
20.8K
$2.87M
|