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
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
245+ 1.58% |
$31.7K - $35.1K
|
15.7K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
225+ 2.69% |
$29.1K - $32.3K
|
8.6K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
224+ 0.74% |
$29K - $32.1K
|
30.7K
$4.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
222+ 9.27% |
$28.8K - $31.8K
|
2.62K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
221New |
$28.6K - $31.7K
|
221
$30.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
220+ 12.31% |
$28.5K - $31.6K
|
2.01K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
210+ 13.05% |
$27.2K - $30.1K
|
1.82K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
205+ 1.51% |
$26.6K - $29.4K
|
13.8K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
203New |
$26.3K - $29.1K
|
203
$28K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
203New |
$26.3K - $29.1K
|
203
$28K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 3.57% |
$25.9K - $28.7K
|
5.8K
$802K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200+ 40.0% |
$25.9K - $28.7K
|
700
$96.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
200+ 2.17% |
$25.9K - $28.7K
|
9.43K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
195+ 20.92% |
$25.3K - $28K
|
1.13K
$156K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
193+ 1.39% |
$25K - $27.7K
|
14.1K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
187+ 1.24% |
$24.2K - $26.8K
|
15.2K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
185+ 1.03% |
$24K - $26.5K
|
18.1K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
165+ 0.74% |
$21.4K - $23.7K
|
22.5K
$3.1M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
160New |
$20.7K - $22.9K
|
160
$22.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
152+ 1.11% |
$19.7K - $21.8K
|
13.8K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
151New |
$19.6K - $21.7K
|
151
$20.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150+ 340.91% |
$19.4K - $21.5K
|
194
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
150New |
$19.4K - $21.5K
|
150
$20.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
148New |
$19.2K - $21.2K
|
148
$20.4K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 0.05% |
$19.2K - $21.2K
|
301K
$41.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
148+ 3.93% |
$19.2K - $21.2K
|
3.92K
$541K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
143+ 8.09% |
$18.5K - $20.5K
|
1.91K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
138+ 0.22% |
$17.9K - $19.8K
|
62.8K
$8.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
138+ 2.75% |
$17.9K - $19.8K
|
5.15K
$711K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
136+ 4.74% |
$17.6K - $19.5K
|
3.01K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
135+ 7.37% |
$17.5K - $19.4K
|
1.97K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
133+ 1.33% |
$17.2K - $19.1K
|
10.1K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
130+ 7.51% |
$16.8K - $18.6K
|
1.86K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
128+ 1.51% |
$16.6K - $18.4K
|
8.6K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
126+ 0.84% |
$16.3K - $18.1K
|
15.1K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
125+ 1.15% |
$16.2K - $17.9K
|
11K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
121+ 1.51% |
$15.7K - $17.4K
|
8.14K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
116+ 1.32% |
$15K - $16.6K
|
8.91K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
111+ 0.44% |
$14.4K - $15.9K
|
25.4K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
109+ 1.72% |
$14.1K - $15.6K
|
6.45K
$891K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
104+ 0.61% |
$13.5K - $14.9K
|
17.1K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
104+ 0.12% |
$13.5K - $14.9K
|
86K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
102+ 1.72% |
$13.2K - $14.6K
|
6.03K
$833K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
101+ 1.17% |
$13.1K - $14.5K
|
8.72K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
101+ 0.4% |
$13.1K - $14.5K
|
25.5K
$3.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
98+ 2.15% |
$12.7K - $14.1K
|
4.66K
$644K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98+ 2.35% |
$12.7K - $14.1K
|
4.26K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
98+ 0.44% |
$12.7K - $14.1K
|
22.2K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
98New |
$12.7K - $14.1K
|
98
$13.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
95+ 0.69% |
$12.3K - $13.6K
|
13.9K
$1.93M
|