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 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.16K+ 1.73% |
$129K - $147K
|
68.3K
$9.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.15K+ 37.71% |
$127K - $145K
|
4.2K
$555K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.1K+ 5.24% |
$122K - $139K
|
22.1K
$2.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.09K+ 10.46% |
$121K - $138K
|
11.5K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.09K+ 5.78% |
$121K - $138K
|
19.9K
$2.63M
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.07K+ 53.25% |
$118K - $135K
|
3.07K
$404K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.04K+ 751.08% |
$116K - $132K
|
1.18K
$156K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.04K+ 14.07% |
$115K - $131K
|
8.39K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.02K+ 5.52% |
$112K - $128K
|
19.4K
$2.56M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.01KNew |
$112K - $128K
|
1.01K
$133K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 1.7% |
$112K - $127K
|
60.2K
$7.94M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1K+ 5.31% |
$111K - $127K
|
19.8K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
995+ 5.17% |
$110K - $126K
|
20.2K
$2.67M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
983+ 12.87% |
$109K - $124K
|
8.62K
$1.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
983+ 12.87% |
$109K - $124K
|
8.62K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
958+ 0.27% |
$106K - $121K
|
358K
$47.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
929+ 25.85% |
$103K - $117K
|
4.52K
$597K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
907+ 16.82% |
$100K - $115K
|
6.3K
$831K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
903+ 22.45% |
$99.9K - $114K
|
4.93K
$650K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
881+ 3.73% |
$97.5K - $111K
|
24.5K
$3.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
860+ 7.85% |
$95.2K - $109K
|
11.8K
$1.56M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
858+ 6.53% |
$95K - $108K
|
14K
$1.85M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
818+ 2.66% |
$90.5K - $103K
|
31.6K
$4.17M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
815+ 1.07% |
$90.2K - $103K
|
77.1K
$10.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
809+ 0.95% |
$89.5K - $102K
|
85.5K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
808+ 37.03% |
$89.4K - $102K
|
2.99K
$395K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
807+ 8.03% |
$89.3K - $102K
|
10.9K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
800New |
$88.5K - $101K
|
800
$106K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
800+ 3.47% |
$88.5K - $101K
|
23.9K
$3.15M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
795+ 15.35% |
$88K - $100K
|
5.98K
$788K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
786+ 23.19% |
$87K - $99.3K
|
4.18K
$551K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
779+ 25.14% |
$86.2K - $98.5K
|
3.88K
$512K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
778+ 1.14% |
$86.1K - $98.3K
|
68.8K
$9.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
774+ 4.03% |
$85.7K - $97.8K
|
20K
$2.64M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
772+ 1.0% |
$85.4K - $97.6K
|
78K
$10.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
765+ 7.9% |
$84.7K - $96.7K
|
10.4K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
762+ 2.91% |
$84.3K - $96.3K
|
27K
$3.56M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
754+ 1.5% |
$83.5K - $95.3K
|
50.9K
$6.71M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
752+ 1.79% |
$83.2K - $95K
|
42.8K
$5.65M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
751+ 15.81% |
$83.1K - $94.9K
|
5.5K
$726K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
743+ 39.04% |
$82.2K - $93.9K
|
2.65K
$349K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
742+ 12.16% |
$82.1K - $93.8K
|
6.84K
$903K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
741+ 159.7% |
$82K - $93.6K
|
1.21K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
730+ 3.97% |
$80.8K - $92.3K
|
19.1K
$2.52M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
714+ 7.34% |
$79K - $90.2K
|
10.4K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
698+ 4.87% |
$77.3K - $88.2K
|
15K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
688+ 16.53% |
$76.1K - $86.9K
|
4.85K
$640K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
678+ 11.04% |
$75K - $85.7K
|
6.82K
$900K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
651+ 516.67% |
$72.1K - $82.3K
|
777
$103K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
650+ 2.72% |
$71.9K - $82.1K
|
24.5K
$3.23M
|