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 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-78- 1.12% |
$8.63K - $9.86K
|
6.86K
$894K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-80- 2.1% |
$8.85K - $10.1K
|
3.74K
$487K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-80- 3.54% |
$8.85K - $10.1K
|
2.18K
$284K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-83- 0.63% |
$9.19K - $10.5K
|
13.1K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-85- 1.36% |
$9.41K - $10.7K
|
6.18K
$806K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-88- 1.66% |
$9.74K - $11.1K
|
5.21K
$680K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-89- 37.39% |
$9.85K - $11.2K
|
149
$19.4K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-89- 37.39% |
$9.85K - $11.2K
|
149
$19.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-91- 14.22% |
$10.1K - $11.5K
|
549
$71.6K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-91- 0.68% |
$10.1K - $11.5K
|
13.4K
$1.74M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-92- 12.06% |
$10.2K - $11.6K
|
671
$87.5K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-93- 4.27% |
$10.3K - $11.8K
|
2.09K
$272K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-95- 2.54% |
$10.5K - $12K
|
3.65K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-99- 2.03% |
$11K - $12.5K
|
4.79K
$624K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 1.4% |
$11.1K - $12.6K
|
7.05K
$919K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 0.95% |
$11.1K - $12.6K
|
10.5K
$1.36M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 2.74% |
$11.1K - $12.6K
|
3.56K
$463K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 13.04% |
$11.1K - $12.6K
|
667
$86.9K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 1.64% |
$11.1K - $12.6K
|
5.99K
$781K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-100- 5.17% |
$11.1K - $12.6K
|
1.84K
$239K
|
|
|
May 10, 2023
Q1 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-100- 0.61% |
$11.1K - $12.6K
|
16.3K
$2.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-100- 1.66% |
$11.1K - $12.6K
|
5.91K
$771K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-100- 1.46% |
$11.1K - $12.6K
|
6.73K
$877K
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-102- 4.09% |
$11.3K - $12.9K
|
2.39K
$312K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-105- 2.97% |
$11.6K - $13.3K
|
3.43K
$447K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 1.92% |
$11.8K - $13.5K
|
5.46K
$711K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-111- 0.81% |
$12.3K - $14K
|
13.7K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-112- 3.58% |
$12.4K - $14.2K
|
3.01K
$393K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-115- 1.3% |
$12.7K - $14.5K
|
8.71K
$1.14M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-118- 0.82% |
$13.1K - $14.9K
|
14.2K
$1.86M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-123- 0.76% |
$13.6K - $15.5K
|
16.1K
$2.1M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-125- 3.49% |
$13.8K - $15.8K
|
3.46K
$450K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-130- 2.94% |
$14.4K - $16.4K
|
4.29K
$559K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-131- 0.28% |
$14.5K - $16.6K
|
47.5K
$6.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-133- 6.63% |
$14.7K - $16.8K
|
1.87K
$244K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-134- 1.49% |
$14.8K - $16.9K
|
8.84K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-135- 0.62% |
$14.9K - $17.1K
|
21.6K
$2.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-136- 4.29% |
$15.1K - $17.2K
|
3.03K
$395K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-137- 5.71% |
$15.2K - $17.3K
|
2.26K
$295K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-140- 1.69% |
$15.5K - $17.7K
|
8.16K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-140- 2.98% |
$15.5K - $17.7K
|
4.56K
$594K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-140- 4.81% |
$15.5K - $17.7K
|
2.77K
$361K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-140- 0.94% |
$15.5K - $17.7K
|
14.8K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-142- 1.84% |
$15.7K - $17.9K
|
7.56K
$986K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-144- 15.64% |
$15.9K - $18.2K
|
777
$101K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-148- 2.98% |
$16.4K - $18.7K
|
4.83K
$629K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-149- 2.24% |
$16.5K - $18.8K
|
6.5K
$847K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-150- 4.64% |
$16.6K - $19K
|
3.08K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-150- 1.7% |
$16.6K - $19K
|
8.68K
$1.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-150- 7.32% |
$16.6K - $19K
|
1.9K
$248K
|