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 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
143+ 10.74% |
$15.8K - $18.1K
|
1.48K
$195K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
141+ 2.43% |
$15.6K - $17.8K
|
5.95K
$785K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
140+ 0.67% |
$15.5K - $17.7K
|
21K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
135+ 0.87% |
$14.9K - $17.1K
|
15.7K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
133New |
$14.7K - $16.8K
|
133
$17.5K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
131+ 0.04% |
$14.5K - $16.6K
|
342K
$45.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
130+ 6.75% |
$14.4K - $16.4K
|
2.06K
$271K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
130+ 1.11% |
$14.4K - $16.4K
|
11.9K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
127+ 1.18% |
$14.1K - $16.1K
|
10.9K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
125+ 2.13% |
$13.8K - $15.8K
|
6.01K
$793K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
125+ 5.08% |
$13.8K - $15.8K
|
2.59K
$341K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
124+ 3.3% |
$13.7K - $15.7K
|
3.88K
$512K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
124+ 0.92% |
$13.7K - $15.7K
|
13.6K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
123+ 4.77% |
$13.6K - $15.5K
|
2.7K
$357K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
118+ 2.92% |
$13.1K - $14.9K
|
4.16K
$548K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
117+ 0.46% |
$12.9K - $14.8K
|
25.3K
$3.34M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
115+ 0.31% |
$12.7K - $14.5K
|
37.3K
$4.92M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
112+ 0.57% |
$12.4K - $14.2K
|
19.8K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Af Advisors, Inc.
|
BUY
|
- |
111+ 3.52% |
$12.3K - $14K
|
3.26K
$430K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
106+ 43.27% |
$11.7K - $13.4K
|
351
$46.3K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
102+ 0.76% |
$11.3K - $12.9K
|
13.5K
$1.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
101+ 0.69% |
$11.2K - $12.8K
|
14.8K
$1.95M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
100New |
$11.1K - $12.6K
|
100
$13.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
96+ 0.95% |
$10.6K - $12.1K
|
10.2K
$1.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
95+ 5.56% |
$10.5K - $12K
|
1.8K
$238K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
93+ 26.27% |
$10.3K - $11.8K
|
447
$59K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
86New |
$9.52K - $10.9K
|
86
$11.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 0.45% |
$9.19K - $10.5K
|
18.4K
$2.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
78+ 7.41% |
$8.63K - $9.86K
|
1.13K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75+ 3.98% |
$8.3K - $9.48K
|
1.96K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
75+ 0.89% |
$8.3K - $9.48K
|
8.5K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
75+ 1.22% |
$8.3K - $9.48K
|
6.2K
$818K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
71+ 0.3% |
$7.86K - $8.97K
|
23.4K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
70New |
$7.75K - $8.85K
|
70
$9.24K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
67+ 1.6% |
$7.42K - $8.47K
|
4.26K
$563K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
66+ 0.37% |
$7.3K - $8.34K
|
17.7K
$2.34M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
64+ 2.11% |
$7.08K - $8.09K
|
3.1K
$409K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
63+ 0.51% |
$6.97K - $7.96K
|
12.5K
$1.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
57+ 1.43% |
$6.31K - $7.2K
|
4.04K
$533K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
57+ 1.05% |
$6.31K - $7.2K
|
5.47K
$722K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
56+ 1.12% |
$6.2K - $7.08K
|
5.08K
$670K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
52+ 2.93% |
$5.76K - $6.57K
|
1.82K
$241K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
51+ 1.26% |
$5.64K - $6.45K
|
4.09K
$540K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
51+ 2.46% |
$5.64K - $6.45K
|
2.12K
$280K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
50+ 1.5% |
$5.53K - $6.32K
|
3.37K
$445K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50New |
$5.53K - $6.32K
|
50
$6.6K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
50+ 2.07% |
$5.53K - $6.32K
|
2.46K
$325K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
48+ 0.84% |
$5.31K - $6.07K
|
5.74K
$758K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
45+ 0.09% |
$4.98K - $5.69K
|
47.5K
$6.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
40+ 1.24% |
$4.43K - $5.06K
|
3.26K
$429K
|