Purchases and Sales Made in Q4 2025 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 2025. 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 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
46.2K+ 2188.63% |
$6.38M - $6.61M
|
48.3K
$6.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41.5K+ 813.39% |
$5.73M - $5.94M
|
46.6K
$6.55M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
26.9KNew |
$3.71M - $3.84M
|
26.9K
$3.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10.2K+ 27.6% |
$1.41M - $1.46M
|
47.2K
$6.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.9K+ 10.55% |
$1.23M - $1.27M
|
93.3K
$13.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.66K+ 96.72% |
$782K - $811K
|
11.5K
$1.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.89K+ 2.36% |
$676K - $700K
|
212K
$29.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
4.62KNew |
$638K - $661K
|
4.62K
$649K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.51K+ 40.15% |
$622K - $645K
|
15.7K
$2.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4KNew |
$552K - $572K
|
4K
$563K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.25KNew |
$449K - $466K
|
3.25K
$458K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
3.05K+ 2.96% |
$421K - $436K
|
106K
$14.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.02K+ 57.1% |
$416K - $431K
|
8.3K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.78K+ 184.79% |
$384K - $398K
|
4.29K
$603K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.69K+ 97.96% |
$371K - $384K
|
5.43K
$763K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.51K+ 2.22% |
$346K - $359K
|
115K
$16.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
2.29K+ 35.09% |
$316K - $327K
|
8.81K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.2K+ 82.7% |
$304K - $315K
|
4.87K
$684K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
2KNew |
$276K - $286K
|
2K
$281K
|
|
|
Jan 07, 2026
Q4 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
1.87KNew |
$258K - $268K
|
1.87K
$263K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 18.74% |
$255K - $264K
|
11.7K
$1.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.75KNew |
$242K - $250K
|
1.75K
$246K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.67KNew |
$231K - $239K
|
1.67K
$235K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.5KNew |
$207K - $215K
|
1.5K
$211K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.34K+ 56.85% |
$185K - $192K
|
3.7K
$520K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.06K+ 5.16% |
$147K - $152K
|
21.6K
$3.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
832+ 10.1% |
$115K - $119K
|
9.07K
$1.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
760+ 15.58% |
$105K - $109K
|
5.64K
$793K
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
750+ 18.75% |
$104K - $107K
|
4.75K
$668K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
738+ 6.93% |
$102K - $106K
|
11.4K
$1.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
600+ 14.94% |
$82.9K - $85.9K
|
4.62K
$649K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
571+ 15.83% |
$78.9K - $81.7K
|
4.18K
$588K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
551+ 7.68% |
$76.1K - $78.9K
|
7.73K
$1.09M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
550+ 4.77% |
$76K - $78.7K
|
12.1K
$1.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
549+ 21.07% |
$75.8K - $78.6K
|
3.16K
$444K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
481+ 3.11% |
$66.4K - $68.8K
|
16K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
473+ 5.02% |
$65.3K - $67.7K
|
9.89K
$1.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
430+ 8.64% |
$59.4K - $61.5K
|
5.41K
$760K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.02% |
$56.8K - $58.8K
|
40.8K
$5.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
398+ 4.15% |
$55K - $57K
|
9.99K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
378+ 2.02% |
$52.2K - $54.1K
|
19.1K
$2.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
365+ 22.63% |
$50.4K - $52.2K
|
1.98K
$278K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
350+ 13.83% |
$48.3K - $50.1K
|
2.88K
$405K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
300+ 1.78% |
$41.4K - $42.9K
|
17.1K
$2.41M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
298+ 4.49% |
$41.2K - $42.6K
|
6.93K
$975K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
270+ 1.8% |
$37.3K - $38.6K
|
15.2K
$2.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
265+ 3.14% |
$36.6K - $37.9K
|
8.71K
$1.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
211+ 14.86% |
$29.1K - $30.2K
|
1.63K
$229K
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
197+ 1.5% |
$27.2K - $28.2K
|
13.3K
$1.87M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
190New |
$26.2K - $27.2K
|
190
$26.7K
|
|