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 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
39+ 4.42% |
$4.32K - $4.93K
|
921
$122K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
38+ 0.89% |
$4.21K - $4.8K
|
4.33K
$571K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37+ 0.88% |
$4.1K - $4.68K
|
4.24K
$560K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36+ 0.24% |
$3.98K - $4.55K
|
15.3K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
35+ 0.47% |
$3.87K - $4.42K
|
7.55K
$997K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
35+ 1.7% |
$3.87K - $4.42K
|
2.09K
$276K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.36% |
$3.87K - $4.42K
|
9.89K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
35+ 1.18% |
$3.87K - $4.42K
|
2.99K
$395K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
34+ 0.87% |
$3.76K - $4.3K
|
3.95K
$521K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
33+ 0.71% |
$3.65K - $4.17K
|
4.68K
$618K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
29+ 0.5% |
$3.21K - $3.67K
|
5.86K
$773K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
29+ 0.87% |
$3.21K - $3.67K
|
3.36K
$443K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
27+ 1.41% |
$2.99K - $3.41K
|
1.95K
$257K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 7.86% |
$2.77K - $3.16K
|
343
$45.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
23+ 0.8% |
$2.55K - $2.91K
|
2.88K
$380K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
21+ 0.34% |
$2.32K - $2.65K
|
6.13K
$809K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
21+ 0.47% |
$2.32K - $2.65K
|
4.46K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.73% |
$2.32K - $2.65K
|
2.89K
$381K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20+ 0.91% |
$2.21K - $2.53K
|
2.22K
$293K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20+ 0.35% |
$2.21K - $2.53K
|
5.81K
$766K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.15% |
$2.1K - $2.4K
|
12.4K
$1.63M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.33% |
$1.99K - $2.27K
|
5.52K
$728K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 0.76% |
$1.99K - $2.27K
|
2.39K
$315K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
18+ 0.85% |
$1.99K - $2.27K
|
2.13K
$281K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
17+ 0.54% |
$1.88K - $2.15K
|
3.17K
$419K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
17+ 0.14% |
$1.88K - $2.15K
|
12K
$1.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.13% |
$1.88K - $2.15K
|
12.7K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 0.52% |
$1.77K - $2.02K
|
3.09K
$408K
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
16+ 0.84% |
$1.77K - $2.02K
|
1.92K
$253K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
15+ 0.62% |
$1.66K - $1.9K
|
2.43K
$321K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
15+ 0.86% |
$1.66K - $1.9K
|
1.76K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
15+ 0.49% |
$1.66K - $1.9K
|
3.09K
$408K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
15+ 0.85% |
$1.66K - $1.9K
|
1.77K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14+ 14.0% |
$1.55K - $1.77K
|
114
$15K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13+ 0.18% |
$1.44K - $1.64K
|
7.36K
$971K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.05% |
$1.33K - $1.52K
|
25.6K
$3.38M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.12% |
$1.33K - $1.52K
|
9.62K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
11+ 0.26% |
$1.22K - $1.39K
|
4.19K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
11+ 0.88% |
$1.22K - $1.39K
|
1.26K
$167K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
10+ 0.24% |
$1.11K - $1.26K
|
4.2K
$554K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$1.11K - $1.26K
|
5.72K
$755K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10+ 0.44% |
$1.11K - $1.26K
|
2.26K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 0.58% |
$1.11K - $1.26K
|
1.73K
$228K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10+ 0.04% |
$1.11K - $1.26K
|
24.2K
$3.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
9+ 0.29% |
$996 - $1.14K
|
3.16K
$417K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8+ 0.04% |
$885 - $1.01K
|
18.6K
$2.45M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
8+ 0.16% |
$885 - $1.01K
|
5.13K
$677K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
7+ 0.31% |
$775 - $885
|
2.26K
$298K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
7+ 0.07% |
$775 - $885
|
9.46K
$1.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.08% |
$775 - $885
|
8.95K
$1.18M
|