Purchases and Sales Made in Q1 2024 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-7- 0.07% |
$793 - $862
|
10K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8- 0.1% |
$906 - $985
|
8.39K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-10- 0.44% |
$1.13K - $1.23K
|
2.25K
$284K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-10- 0.04% |
$1.13K - $1.23K
|
22.4K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-11- 0.15% |
$1.25K - $1.35K
|
7.12K
$896K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-12- 1.23% |
$1.36K - $1.48K
|
965
$121K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-12- 0.16% |
$1.36K - $1.48K
|
7.72K
$972K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-13- 0.63% |
$1.47K - $1.6K
|
2.04K
$257K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-16- 3.4% |
$1.81K - $1.97K
|
454
$57.1K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-16- 0.29% |
$1.81K - $1.97K
|
5.59K
$704K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 1.13% |
$1.93K - $2.09K
|
1.49K
$188K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-17- 0.39% |
$1.93K - $2.09K
|
4.33K
$545K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-17- 0.96% |
$1.93K - $2.09K
|
1.75K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-18- 0.7% |
$2.04K - $2.22K
|
2.54K
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-20- 0.61% |
$2.27K - $2.46K
|
3.23K
$407K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.79% |
$2.27K - $2.46K
|
2.51K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-20- 13.33% |
$2.27K - $2.46K
|
130
$16.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-21- 4.17% |
$2.38K - $2.59K
|
483
$60.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-22- 0.68% |
$2.49K - $2.71K
|
3.22K
$405K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-24- 0.89% |
$2.72K - $2.96K
|
2.69K
$338K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25- 7.29% |
$2.83K - $3.08K
|
318
$40K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-25- 0.23% |
$2.83K - $3.08K
|
10.7K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-25- 1.46% |
$2.83K - $3.08K
|
1.69K
$212K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.13% |
$2.83K - $3.08K
|
18.8K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-26- 0.85% |
$2.95K - $3.2K
|
3.05K
$384K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-27- 1.21% |
$3.06K - $3.33K
|
2.21K
$278K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-28- 0.15% |
$3.17K - $3.45K
|
19.2K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-34- 0.05% |
$3.85K - $4.19K
|
70.3K
$8.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-38- 0.81% |
$4.31K - $4.68K
|
4.66K
$586K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-40- 0.95% |
$4.53K - $4.93K
|
4.15K
$523K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-41- 5.11% |
$4.65K - $5.05K
|
762
$95.9K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-43- 2.2% |
$4.87K - $5.3K
|
1.91K
$241K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-43- 0.47% |
$4.87K - $5.3K
|
9.18K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-45- 1.37% |
$5.1K - $5.54K
|
3.24K
$407K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-46- 1.45% |
$5.21K - $5.67K
|
3.13K
$394K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-46- 0.32% |
$5.21K - $5.67K
|
14.4K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-48- 0.71% |
$5.44K - $5.91K
|
6.69K
$842K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-50- 1.5% |
$5.67K - $6.16K
|
3.29K
$414K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-50- 2.17% |
$5.67K - $6.16K
|
2.26K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-50- 0.59% |
$5.67K - $6.16K
|
8.45K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 0.98% |
$5.67K - $6.16K
|
5.06K
$636K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-53- 39.85% |
$6.01K - $6.53K
|
80
$10.1K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-54- 1.06% |
$6.12K - $6.65K
|
5.05K
$636K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-56- 2.01% |
$6.35K - $6.9K
|
2.73K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-57- 1.14% |
$6.46K - $7.02K
|
4.95K
$623K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-57- 0.36% |
$6.46K - $7.02K
|
15.8K
$1.98M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-57- 0.95% |
$6.46K - $7.02K
|
5.92K
$744K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-60- 2.45% |
$6.8K - $7.39K
|
2.39K
$300K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-62- 3.24% |
$7.03K - $7.64K
|
1.85K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-64- 3.47% |
$7.25K - $7.88K
|
1.78K
$224K
|