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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.15K- 14.84% |
$131K - $142K
|
6.62K
$895K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 22.53% |
$133K - $145K
|
4.04K
$546K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-1.18K- 9.65% |
$134K - $146K
|
11.1K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.2K- 5.14% |
$136K - $147K
|
22.1K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 18.3% |
$136K - $148K
|
5.36K
$724K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 7.84% |
$136K - $148K
|
14.1K
$1.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.22K- 7.4% |
$138K - $150K
|
15.2K
$2.06M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.24K- 21.47% |
$140K - $152K
|
4.52K
$611K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.24K- 8.01% |
$140K - $152K
|
14.2K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.24K- 0.78% |
$141K - $153K
|
157K
$21.2M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.25K- 53.15% |
$142K - $154K
|
1.1K
$149K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.25K- 19.85% |
$142K - $154K
|
5.05K
$682K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.25K- 8.92% |
$142K - $154K
|
12.8K
$1.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.25K- 5.31% |
$142K - $154K
|
22.3K
$3.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.25K- 10.61% |
$142K - $154K
|
10.6K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.26K- 11.82% |
$142K - $155K
|
9.37K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.27K- 0.66% |
$143K - $156K
|
191K
$25.8M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.3K- 5.21% |
$147K - $160K
|
23.6K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.3K- 36.35% |
$147K - $160K
|
2.27K
$307K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.31K- 1.05% |
$148K - $161K
|
123K
$16.7M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.33K- 0.61% |
$150K - $163K
|
215K
$29M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.36K- 7.03% |
$154K - $168K
|
18K
$2.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.4K- 13.4% |
$159K - $173K
|
9.08K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.42K- 22.91% |
$161K - $175K
|
4.79K
$647K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.45K- 2.52% |
$164K - $178K
|
56K
$7.56M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.45K- 21.82% |
$165K - $179K
|
5.21K
$703K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.46K- 98.64% |
$165K - $179K
|
20
$2.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.46K- 42.87% |
$166K - $180K
|
1.95K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.47K- 3.81% |
$166K - $181K
|
37.1K
$5.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.5K- 6.16% |
$170K - $184K
|
22.8K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 2.04% |
$170K - $184K
|
71.7K
$9.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.53K- 19.35% |
$173K - $188K
|
6.36K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.56K- 10.14% |
$177K - $192K
|
13.8K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.56K- 25.5% |
$177K - $193K
|
4.57K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.6K- 20.91% |
$181K - $197K
|
6.05K
$818K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.61K- 9.54% |
$183K - $199K
|
15.3K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.63K- 5.38% |
$184K - $200K
|
28.6K
$3.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.68K- 9.72% |
$190K - $206K
|
15.6K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.69K- 13.73% |
$192K - $209K
|
10.6K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.71K- 20.42% |
$193K - $210K
|
6.65K
$898K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.72K- 2.91% |
$195K - $212K
|
57.5K
$7.77M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.75K- 23.95% |
$198K - $216K
|
5.56K
$751K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.75K- 4.57% |
$199K - $216K
|
36.6K
$4.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.77K- 6.18% |
$201K - $218K
|
26.9K
$3.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.78K- 12.61% |
$202K - $219K
|
12.3K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.78K- 4.23% |
$202K - $220K
|
40.4K
$5.46M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.8K- 19.61% |
$204K - $222K
|
7.39K
$998K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.83K- 5.47% |
$208K - $226K
|
31.7K
$4.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.83K- 42.6% |
$208K - $226K
|
2.47K
$334K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.84K- 48.36% |
$209K - $227K
|
1.97K
$266K
|