Purchases and Sales Made in Q1 2023 in Ishares Tr (DVY)

DVY Quotes by TradingView

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 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
642
+ 3.72%
$71.1K - $81.1K
17.9K $2.36M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
623
+ 19.32%
$69K - $78.7K
3.85K $508K
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
620
+ 11.74%
$68.6K - $78.4K
5.9K $779K
Apr 20, 2023 Q1 2023
Grimes & Company, Inc.

BUY
 -
619
+ 7.28%
$68.5K - $78.2K
9.12K $1.2M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
615
+ 5.26%
$68.1K - $77.7K
12.3K $1.62M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
587
+ 7.0%
$65K - $74.2K
8.98K $1.18M
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
587
+ 7.0%
$65K - $74.2K
8.98K $1.18M
May 02, 2023 Q1 2023
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
586
+ 14.17%
$64.9K - $74.1K
4.72K $623K
Apr 05, 2023 Q1 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
579
+ 1.09%
$64.1K - $73.2K
53.6K $7.08M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
578
+ 10.5%
$64K - $73K
6.08K $803K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
569
+ 56900.0%
$63K - $71.9K
570 $75.2K
Apr 18, 2023 Q1 2023
Flagship Private Wealth, LLC

BUY
 -
565
+ 22.92%
$62.5K - $71.4K
3.03K $400K
May 09, 2023 Q1 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
546
+ 1.4%
$60.4K - $69K
39.6K $5.23M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
544
+ 7.1%
$60.2K - $68.8K
8.2K $1.08M
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
536
+ 5.17%
$59.3K - $67.7K
10.9K $1.44M
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
530
+ 4.41%
$58.7K - $67K
12.6K $1.66M
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
529
+ 1.02%
$58.5K - $66.9K
52.5K $6.92M
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
519
+ 3.36%
$57.4K - $65.6K
15.9K $2.1M
May 03, 2023 Q1 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
515
+ 24.52%
$57K - $65.1K
2.62K $345K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
515
New
$57K - $65.1K
515 $68K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
514
+ 17.14%
$56.9K - $65K
3.51K $463K
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
508
+ 5.11%
$56.2K - $64.2K
10.4K $1.38M
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
501
+ 14.82%
$55.5K - $63.3K
3.88K $512K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
496
+ 4.72%
$54.9K - $62.7K
11K $1.45M
Apr 12, 2023 Q1 2023
Planned Solutions, Inc.

BUY
 -
487
+ 3.92%
$53.9K - $61.5K
12.9K $1.7M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
483
+ 1.33%
$53.5K - $61K
36.8K $4.86M
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
468
+ 5.76%
$51.8K - $59.1K
8.59K $1.13M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
455
New
$50.4K - $57.5K
455 $60K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
450
+ 5.8%
$49.8K - $56.9K
8.2K $1.08M
Apr 10, 2023 Q1 2023
Mechanics Bank Trust Department

BUY
 -
450
+ 1.02%
$49.8K - $56.9K
44.5K $5.87M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
448
+ 9.8%
$49.6K - $56.6K
5.02K $663K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
446
+ 15.38%
$49.4K - $56.4K
3.35K $442K
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
444
+ 4.43%
$49.1K - $56.1K
10.5K $1.38M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
444
New
$49.1K - $56.1K
444 $58.6K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
436
+ 12.51%
$48.3K - $55.1K
3.92K $517K
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
433
+ 5.69%
$47.9K - $54.7K
8.05K $1.06M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
400
New
$44.3K - $50.6K
400 $52.8K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
387
+ 6.38%
$42.8K - $48.9K
6.45K $852K
Apr 10, 2023 Q1 2023
Thomasville National Bank

BUY
 -
375
+ 5.38%
$41.5K - $47.4K
7.35K $969K
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
373
+ 3.52%
$41.3K - $47.1K
11K $1.45M
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
372
+ 6.46%
$41.2K - $47K
6.13K $809K
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
368
+ 0.95%
$40.7K - $46.5K
39.3K $5.19M
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
344
+ 9.63%
$38.1K - $43.5K
3.92K $517K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
340
+ 2.42%
$37.6K - $43K
14.4K $1.9M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
339
New
$37.5K - $42.8K
339 $44.7K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
337
+ 6.64%
$37.3K - $42.6K
5.41K $714K
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
336
New
$37.2K - $42.5K
336 $44.3K
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
335
+ 0.75%
$37.1K - $42.3K
45.3K $5.97M
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
329
+ 1.91%
$36.4K - $41.6K
17.5K $2.31M

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