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 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.84K- 48.36% |
$209K - $227K
|
1.97K
$264K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.86K- 5.95% |
$210K - $228K
|
29.3K
$3.94M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.87K- 4.45% |
$212K - $230K
|
40.2K
$5.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.9K- 9.36% |
$215K - $234K
|
18.4K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.95K- 17.89% |
$221K - $241K
|
8.97K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.01K- 2.93% |
$228K - $248K
|
66.7K
$8.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.04K- 33.52% |
$231K - $251K
|
4.05K
$543K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.06K- 30.06% |
$233K - $254K
|
4.79K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.06K- 6.17% |
$234K - $254K
|
31.4K
$4.21M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 34.32% |
$239K - $260K
|
4.04K
$542K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 6.26% |
$258K - $280K
|
34.1K
$4.57M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.28K- 19.09% |
$258K - $280K
|
9.65K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.29K- 3.25% |
$260K - $282K
|
68.1K
$9.14M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.3K- 37.0% |
$260K - $283K
|
3.91K
$525K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.34K- 56.81% |
$265K - $288K
|
1.78K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.39K- 18.34% |
$271K - $294K
|
10.6K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.39K- 12.67% |
$271K - $294K
|
16.5K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.4K- 2.91% |
$272K - $295K
|
79.9K
$10.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.42K- 40.43% |
$274K - $298K
|
3.57K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.45K- 25.99% |
$278K - $302K
|
6.98K
$936K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.52K- 18.6% |
$286K - $311K
|
11K
$1.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.57K- 5.34% |
$292K - $317K
|
45.6K
$6.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.69K- 10.03% |
$305K - $332K
|
24.2K
$3.24M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.7K- 14.21% |
$306K - $333K
|
16.3K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 3.65% |
$326K - $355K
|
76.1K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.9K- 24.17% |
$329K - $357K
|
9.1K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.91K- 8.78% |
$330K - $359K
|
30.3K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.95K- 32.14% |
$334K - $364K
|
6.23K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-3K- 2.04% |
$340K - $370K
|
144K
$19.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.04K- 17.71% |
$344K - $374K
|
14.1K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-3.06K- 23.55% |
$347K - $377K
|
9.94K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-3.07K- 51.19% |
$347K - $378K
|
2.92K
$392K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.08K- 21.32% |
$349K - $379K
|
11.4K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.15K- 23.41% |
$357K - $388K
|
10.3K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.21K- 7.63% |
$364K - $396K
|
38.9K
$5.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.27K- 28.25% |
$370K - $402K
|
8.29K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.27K- 1.36% |
$371K - $403K
|
237K
$31.8M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.29K- 4.16% |
$373K - $405K
|
75.8K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.29K- 4.21% |
$373K - $405K
|
74.8K
$10M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.33K- 1.7% |
$378K - $411K
|
192K
$25.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.34K- 33.05% |
$378K - $411K
|
6.76K
$907K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-3.51K- 3.58% |
$397K - $432K
|
94.5K
$12.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.57K- 11.47% |
$405K - $440K
|
27.6K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.58K- 27.97% |
$406K - $441K
|
9.23K
$1.24M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.65K- 8.55% |
$413K - $449K
|
39K
$5.23M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.65K- 39.4% |
$414K - $450K
|
5.62K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.67K- 13.93% |
$415K - $451K
|
22.6K
$3.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.68K- 13.36% |
$417K - $453K
|
23.9K
$3.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-3.72K- 14.46% |
$422K - $459K
|
22K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.99K- 10.74% |
$452K - $491K
|
33.1K
$4.45M
|