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 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
466+ 253.26% |
$60.4K - $66.8K
|
650
$89.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
450+ 6.98% |
$58.3K - $64.5K
|
6.9K
$953K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
444New |
$57.5K - $63.7K
|
444
$61.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
435+ 7.47% |
$56.4K - $62.4K
|
6.26K
$864K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
434+ 2.87% |
$56.2K - $62.2K
|
15.6K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
431+ 0.89% |
$55.8K - $61.8K
|
48.7K
$6.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
430+ 5.37% |
$55.7K - $61.7K
|
8.44K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
425+ 5.72% |
$55.1K - $60.9K
|
7.86K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
422New |
$54.7K - $60.5K
|
422
$58.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
407+ 10175.0% |
$52.7K - $58.4K
|
411
$56.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
404+ 2.34% |
$52.3K - $57.9K
|
17.7K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
404+ 13.28% |
$52.3K - $57.9K
|
3.45K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
396New |
$51.3K - $56.8K
|
396
$54.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
393New |
$50.9K - $56.4K
|
393
$54.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
385+ 11.22% |
$49.9K - $55.2K
|
3.82K
$527K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
375+ 331.86% |
$48.6K - $53.8K
|
488
$67.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
374+ 13.07% |
$48.5K - $53.6K
|
3.24K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
366New |
$47.4K - $52.5K
|
366
$50.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
364+ 2.27% |
$47.2K - $52.2K
|
16.4K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
363+ 0.39% |
$47K - $52.1K
|
92.9K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
348New |
$45.1K - $49.9K
|
348
$48.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
347+ 205.33% |
$45K - $49.8K
|
516
$71.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
335+ 7.06% |
$43.4K - $48K
|
5.08K
$702K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
333+ 2.08% |
$43.1K - $47.8K
|
16.3K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
330+ 1.69% |
$42.8K - $47.3K
|
19.8K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
330+ 2.89% |
$42.8K - $47.3K
|
11.8K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
327+ 3.72% |
$42.4K - $46.9K
|
9.12K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
325New |
$42.1K - $46.6K
|
325
$44.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
314+ 0.78% |
$40.7K - $45K
|
40.8K
$5.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
312+ 6.0% |
$40.4K - $44.7K
|
5.52K
$762K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
305+ 4.8% |
$39.5K - $43.7K
|
6.66K
$919K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
304New |
$39.4K - $43.6K
|
304
$42K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
304New |
$39.4K - $43.6K
|
304
$42K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
304New |
$39.4K - $43.6K
|
304
$42K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
300+ 6.23% |
$38.9K - $43K
|
5.12K
$707K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
294+ 0.91% |
$38.1K - $42.2K
|
32.4K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
293+ 3.23% |
$38K - $42K
|
9.35K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
289+ 4.71% |
$37.4K - $41.4K
|
6.43K
$887K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
284+ 7.45% |
$36.8K - $40.7K
|
4.1K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
279+ 11.24% |
$36.1K - $40K
|
2.76K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
273New |
$35.4K - $39.2K
|
273
$37.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
263New |
$34.1K - $37.7K
|
263
$36.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
263+ 12.01% |
$34.1K - $37.7K
|
2.45K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
260+ 2.4% |
$33.7K - $37.3K
|
11.1K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
258+ 1.13% |
$33.4K - $37K
|
23.1K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
258+ 3.33% |
$33.4K - $37K
|
8K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
255+ 19.84% |
$33K - $36.6K
|
1.54K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
252New |
$32.6K - $36.1K
|
252
$34.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
250+ 6.73% |
$32.4K - $35.9K
|
3.97K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
249+ 15.24% |
$32.3K - $35.7K
|
1.88K
$260K
|