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
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$200K - $222K
|
1.55K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.53KNew |
$198K - $220K
|
1.53K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.52K+ 14.26% |
$197K - $219K
|
12.2K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.52KNew |
$197K - $219K
|
1.52K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$194K - $215K
|
1.5K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.49K+ 7.17% |
$193K - $214K
|
22.2K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.48K+ 740.0% |
$192K - $212K
|
1.68K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.48K+ 23.6% |
$191K - $212K
|
7.73K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.47K+ 25.4% |
$191K - $211K
|
7.28K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.45KNew |
$187K - $207K
|
1.45K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.44K+ 69.89% |
$186K - $206K
|
3.49K
$482K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.43K+ 35.78% |
$185K - $205K
|
5.43K
$750K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.39KNew |
$180K - $199K
|
1.39K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.37K+ 6.77% |
$177K - $196K
|
21.6K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.31K+ 0.89% |
$170K - $188K
|
149K
$20.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.3K+ 3.55% |
$168K - $186K
|
37.9K
$5.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 0.55% |
$165K - $182K
|
234K
$32.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27K+ 1.13% |
$165K - $182K
|
114K
$15.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.26K+ 1.77% |
$163K - $180K
|
72.3K
$9.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.25K+ 1.25% |
$162K - $180K
|
102K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.25K+ 18.08% |
$162K - $179K
|
8.15K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.23K+ 11.58% |
$160K - $177K
|
11.9K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.22K+ 17.29% |
$158K - $175K
|
8.29K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 168.3% |
$155K - $172K
|
1.91K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.2K+ 44.28% |
$155K - $172K
|
3.91K
$540K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.2KNew |
$155K - $172K
|
1.2K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 23.61% |
$149K - $165K
|
6.03K
$832K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.14K+ 9.24% |
$148K - $163K
|
13.5K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.13K+ 16.04% |
$147K - $162K
|
8.19K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.11K+ 14.29% |
$144K - $159K
|
8.89K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.11K+ 61.38% |
$143K - $159K
|
2.91K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.08KNew |
$140K - $155K
|
1.08K
$150K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.07K+ 63.66% |
$138K - $153K
|
2.74K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.07K+ 2.41% |
$138K - $153K
|
45.3K
$6.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.06K+ 5.54% |
$137K - $152K
|
20.2K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.05KNew |
$136K - $150K
|
1.05K
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.04KNew |
$134K - $149K
|
1.04K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.03K+ 0.36% |
$134K - $148K
|
291K
$40.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 3.82% |
$131K - $145K
|
27.6K
$3.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1K+ 41.49% |
$130K - $143K
|
3.41K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1K+ 51.02% |
$130K - $143K
|
2.96K
$409K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
977+ 1.11% |
$127K - $140K
|
88.9K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
973+ 8.57% |
$126K - $140K
|
12.3K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
942+ 0.87% |
$122K - $135K
|
109K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
933+ 3.18% |
$121K - $134K
|
30.3K
$4.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
931+ 4.05% |
$121K - $134K
|
23.9K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
911+ 1.75% |
$118K - $131K
|
52.9K
$7.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
882+ 16.99% |
$114K - $126K
|
6.07K
$839K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
882New |
$114K - $126K
|
882
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
875+ 10.61% |
$113K - $125K
|
9.12K
$1.26M
|