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 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
872+ 4.04% |
$113K - $125K
|
22.5K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
869+ 5.31% |
$113K - $125K
|
17.2K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
863+ 57.46% |
$112K - $124K
|
2.37K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
862+ 45.42% |
$112K - $124K
|
2.76K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
853+ 37.28% |
$111K - $122K
|
3.14K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
852+ 2.63% |
$110K - $122K
|
33.3K
$4.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
844+ 21.03% |
$109K - $121K
|
4.86K
$671K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
796+ 1.71% |
$103K - $114K
|
47.3K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
785+ 0.83% |
$102K - $113K
|
95K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
783+ 9.63% |
$101K - $112K
|
8.92K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
777+ 8.36% |
$101K - $111K
|
10.1K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
777+ 2.21% |
$101K - $111K
|
35.9K
$4.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
770+ 6.88% |
$99.8K - $110K
|
12K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
760+ 33.73% |
$98.5K - $109K
|
3.01K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
754+ 29.12% |
$97.7K - $108K
|
3.34K
$462K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
730New |
$94.6K - $105K
|
730
$101K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
714+ 2.64% |
$92.5K - $102K
|
27.8K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
710+ 2.44% |
$92K - $102K
|
29.8K
$4.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
706+ 2.82% |
$91.5K - $101K
|
25.7K
$3.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
706+ 10.84% |
$91.5K - $101K
|
7.22K
$997K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
690+ 2.73% |
$89.4K - $99K
|
26K
$3.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
689+ 5.95% |
$89.3K - $98.8K
|
12.3K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
679+ 1.74% |
$88K - $97.4K
|
39.7K
$5.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
679+ 4.69% |
$88K - $97.4K
|
15.2K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
661New |
$85.6K - $94.8K
|
661
$91.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
658+ 29.83% |
$85.2K - $94.4K
|
2.86K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
644+ 34.29% |
$83.4K - $92.4K
|
2.52K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
642+ 18.88% |
$83.2K - $92.1K
|
4.04K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
621+ 0.16% |
$80.5K - $89.1K
|
386K
$53.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
621+ 5.55% |
$80.5K - $89.1K
|
11.8K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
607+ 2.62% |
$78.6K - $87K
|
23.8K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
606+ 7.19% |
$78.5K - $86.9K
|
9.04K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600New |
$77.7K - $86K
|
600
$82.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
600+ 35.07% |
$77.7K - $86K
|
2.31K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
594+ 5.38% |
$77K - $85.2K
|
11.6K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
548+ 0.77% |
$71K - $78.6K
|
71.5K
$9.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
540+ 28.45% |
$70K - $77.4K
|
2.44K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
525+ 448.72% |
$68K - $75.3K
|
642
$88.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
525+ 29.3% |
$68K - $75.3K
|
2.32K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
524+ 3.03% |
$67.9K - $75.1K
|
17.8K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
516+ 13.41% |
$66.8K - $74K
|
4.36K
$603K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
514New |
$66.6K - $73.7K
|
514
$71K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
508+ 13.76% |
$65.8K - $72.9K
|
4.2K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
502+ 2.95% |
$65K - $72K
|
17.5K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
500New |
$64.8K - $71.7K
|
500
$69.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
499New |
$64.6K - $71.6K
|
499
$68.9K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
482+ 1.82% |
$62.4K - $69.1K
|
27K
$3.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
481+ 4.48% |
$62.3K - $69K
|
11.2K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
474+ 9.47% |
$61.4K - $68K
|
5.48K
$756K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
469+ 2.19% |
$60.8K - $67.3K
|
21.9K
$3.03M
|