Purchases and Sales Made in Q1 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-11- 0.06% |
$1.22K - $1.39K
|
17.2K
$2.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-11- 0.07% |
$1.22K - $1.39K
|
15.3K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11- 0.15% |
$1.22K - $1.39K
|
7.27K
$947K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-13- 0.47% |
$1.44K - $1.64K
|
2.78K
$362K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-14- 1.09% |
$1.55K - $1.77K
|
1.27K
$165K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-17- 0.19% |
$1.88K - $2.15K
|
8.97K
$1.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-17- 0.14% |
$1.88K - $2.15K
|
11.8K
$1.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-17- 0.43% |
$1.88K - $2.15K
|
3.89K
$508K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 1.13% |
$1.88K - $2.15K
|
1.49K
$194K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-19- 0.28% |
$2.1K - $2.4K
|
6.68K
$871K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 1.09% |
$2.21K - $2.53K
|
1.81K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-22- 0.23% |
$2.43K - $2.78K
|
9.63K
$1.25M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-24- 0.25% |
$2.66K - $3.03K
|
9.69K
$1.26M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-25- 1.22% |
$2.77K - $3.16K
|
2.02K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-25- 2.33% |
$2.77K - $3.16K
|
1.05K
$137K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 0.56% |
$2.77K - $3.16K
|
4.47K
$582K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-26- 1.31% |
$2.88K - $3.29K
|
1.96K
$255K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-28- 0.07% |
$3.1K - $3.54K
|
40.1K
$5.23M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-29- 0.64% |
$3.21K - $3.67K
|
4.49K
$585K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-30- 0.1% |
$3.32K - $3.79K
|
29.3K
$3.82M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-32- 0.63% |
$3.54K - $4.04K
|
5.04K
$657K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-32- 0.38% |
$3.54K - $4.04K
|
8.37K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-32- 1.63% |
$3.54K - $4.04K
|
1.93K
$251K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-34- 3.83% |
$3.76K - $4.3K
|
854
$111K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-34- 0.4% |
$3.76K - $4.3K
|
8.51K
$1.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-35- 1.67% |
$3.87K - $4.42K
|
2.06K
$268K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-37- 1.4% |
$4.1K - $4.68K
|
2.6K
$339K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-40- 1.33% |
$4.43K - $5.06K
|
2.98K
$388K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-46- 2.12% |
$5.09K - $5.81K
|
2.12K
$277K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-49- 0.29% |
$5.42K - $6.19K
|
16.9K
$2.21M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-50- 0.15% |
$5.53K - $6.32K
|
32.7K
$4.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-50- 0.19% |
$5.53K - $6.32K
|
26.2K
$3.41M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-51- 1.41% |
$5.64K - $6.45K
|
3.58K
$466K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-54- 1.5% |
$5.98K - $6.82K
|
3.55K
$462K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-54- 0.3% |
$5.98K - $6.82K
|
17.8K
$2.31M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-55- 5.93% |
$6.09K - $6.95K
|
873
$114K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-55- 0.64% |
$6.09K - $6.95K
|
8.54K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-55- 2.94% |
$6.09K - $6.95K
|
1.82K
$237K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-62- 0.82% |
$6.86K - $7.84K
|
7.46K
$973K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-66- 2.27% |
$7.3K - $8.34K
|
2.84K
$370K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-68- 0.42% |
$7.53K - $8.59K
|
16.1K
$2.1M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-68- 0.59% |
$7.53K - $8.59K
|
11.5K
$1.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-69- 0.69% |
$7.64K - $8.72K
|
10K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-70- 1.08% |
$7.75K - $8.85K
|
6.43K
$838K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-73- 3.76% |
$8.08K - $9.23K
|
1.87K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-74- 0.22% |
$8.19K - $9.35K
|
32.9K
$4.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-74- 0.22% |
$8.19K - $9.35K
|
33.2K
$4.32M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-75- 2.81% |
$8.3K - $9.48K
|
2.6K
$338K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-76- 0.47% |
$8.41K - $9.6K
|
16.2K
$2.12M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 30.71% |
$8.63K - $9.86K
|
176
$22.9K
|