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 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.2K+ 48.38% |
$1.84M - $2.04M
|
43.6K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
13.8KNew |
$1.79M - $1.98M
|
13.8K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 2.83% |
$1.75M - $1.94M
|
491K
$67.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
12.6KNew |
$1.63M - $1.8M
|
12.6K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.5K+ 92.26% |
$1.62M - $1.79M
|
26K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.5K+ 15.95% |
$1.48M - $1.64M
|
83.3K
$11.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
11.4KNew |
$1.47M - $1.63M
|
11.4K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11.4KNew |
$1.47M - $1.63M
|
11.4K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11KNew |
$1.43M - $1.58M
|
11K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10.2K+ 486.69% |
$1.32M - $1.46M
|
12.3K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9.6KNew |
$1.24M - $1.38M
|
9.6K
$1.33M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
9.6KNew |
$1.24M - $1.38M
|
9.6K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
9.29KNew |
$1.2M - $1.33M
|
9.29K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.21K+ 35.28% |
$1.19M - $1.32M
|
35.3K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9.18K+ 1.9% |
$1.19M - $1.32M
|
493K
$68.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
8.75KNew |
$1.13M - $1.26M
|
8.75K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.57K+ 38.58% |
$1.11M - $1.23M
|
30.8K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.38K+ 452.21% |
$1.09M - $1.2M
|
10.2K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.32KNew |
$1.08M - $1.19M
|
8.32K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
8.12K+ 29.72% |
$1.05M - $1.17M
|
35.5K
$4.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.09K+ 19.41% |
$1.05M - $1.16M
|
49.8K
$6.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
8.06KNew |
$1.04M - $1.16M
|
8.06K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7.9KNew |
$1.02M - $1.13M
|
7.9K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
7.81KNew |
$1.01M - $1.12M
|
7.81K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.77K+ 77.69% |
$1.01M - $1.11M
|
17.8K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7.37KNew |
$955K - $1.06M
|
7.37K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
7.24K+ 54.26% |
$938K - $1.04M
|
20.6K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.04K+ 10.74% |
$912K - $1.01M
|
72.5K
$10M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.95KNew |
$901K - $997K
|
6.95K
$960K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.83KNew |
$885K - $980K
|
6.83K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
6.83K+ 35.2% |
$885K - $979K
|
26.2K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.36K+ 71.82% |
$824K - $912K
|
15.2K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.12KNew |
$793K - $878K
|
6.12K
$846K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.74KNew |
$743K - $823K
|
5.74K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.71K+ 16.33% |
$739K - $818K
|
40.6K
$5.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.64KNew |
$731K - $809K
|
5.64K
$779K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.61K+ 30.3% |
$726K - $804K
|
24.1K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.58KNew |
$723K - $801K
|
5.58K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.3K+ 64.02% |
$687K - $761K
|
13.6K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.29KNew |
$686K - $759K
|
5.29K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.22K+ 21.2% |
$676K - $748K
|
29.8K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.16K+ 42.42% |
$669K - $740K
|
17.3K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
5.14KNew |
$666K - $737K
|
5.14K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.11K+ 109.78% |
$662K - $732K
|
9.76K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
5K+ 2.17% |
$647K - $717K
|
235K
$32.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.82K+ 0.75% |
$624K - $691K
|
647K
$89.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.71K+ 52.04% |
$610K - $676K
|
13.8K
$1.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.57K+ 20.42% |
$592K - $655K
|
26.9K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.42K+ 14.4% |
$573K - $634K
|
35.1K
$4.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.29KNew |
$556K - $615K
|
4.29K
$593K
|