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
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.27KNew |
$554K - $613K
|
4.27K
$590K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
4.25KNew |
$550K - $609K
|
4.25K
$586K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
4.23KNew |
$548K - $606K
|
4.23K
$584K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.22KNew |
$547K - $605K
|
4.22K
$583K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.12KNew |
$533K - $590K
|
4.12K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.1K+ 5.47% |
$531K - $587K
|
78.9K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.99K+ 4.01% |
$517K - $572K
|
104K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.98K+ 21.11% |
$516K - $571K
|
22.8K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.92K+ 30.2% |
$507K - $561K
|
16.9K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.89K+ 44.39% |
$504K - $558K
|
12.6K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.87KNew |
$502K - $555K
|
3.87K
$535K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.64KNew |
$472K - $522K
|
3.64K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
3.53KNew |
$457K - $506K
|
3.53K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 60.41% |
$436K - $482K
|
8.93K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.35K+ 43.33% |
$433K - $480K
|
11.1K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.3K+ 82525.0% |
$428K - $473K
|
3.31K
$456K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.29K+ 2.15% |
$427K - $472K
|
157K
$21.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.25K+ 10.31% |
$421K - $466K
|
34.8K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.22KNew |
$417K - $462K
|
3.22K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.15K+ 7.81% |
$408K - $451K
|
43.4K
$6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.11KNew |
$403K - $446K
|
3.11K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.1KNew |
$401K - $444K
|
3.1K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.08K+ 11.18% |
$399K - $442K
|
30.6K
$4.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.05KNew |
$395K - $437K
|
3.05K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.01K+ 22.61% |
$390K - $431K
|
16.3K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.95K+ 2.18% |
$383K - $424K
|
138K
$19.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.93KNew |
$379K - $419K
|
2.93K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.89K+ 3.65% |
$374K - $414K
|
81.9K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.87K+ 61.77% |
$371K - $411K
|
7.51K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.86K+ 42.71% |
$371K - $410K
|
9.56K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.8KNew |
$363K - $402K
|
2.8K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.8KNew |
$363K - $402K
|
2.8K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.79KNew |
$361K - $400K
|
2.79K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.79K+ 8.38% |
$361K - $400K
|
36.1K
$4.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.73KNew |
$354K - $392K
|
2.73K
$378K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.68KNew |
$347K - $385K
|
2.68K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.67K+ 4.47% |
$346K - $383K
|
62.4K
$8.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.6KNew |
$337K - $373K
|
2.6K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.6K+ 17.82% |
$336K - $372K
|
17.2K
$2.37M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.59KNew |
$336K - $372K
|
2.59K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.54K+ 14.54% |
$329K - $364K
|
20K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.52K+ 12.45% |
$327K - $362K
|
22.8K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.5KNew |
$324K - $358K
|
2.5K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 14.25% |
$318K - $352K
|
19.7K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.44KNew |
$316K - $350K
|
2.44K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.33K+ 18.73% |
$302K - $334K
|
14.8K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.3K+ 2.97% |
$298K - $330K
|
79.9K
$11M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.29KNew |
$297K - $329K
|
2.29K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.29K+ 3.81% |
$296K - $328K
|
62.3K
$8.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.28KNew |
$295K - $326K
|
2.28K
$314K
|