Purchases and Sales Made in Q2 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-96- 4.38% |
$10.4K - $11.4K
|
2.09K
$300K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-96- 5.56% |
$10.4K - $11.4K
|
1.63K
$234K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-97- 3.81% |
$10.5K - $11.6K
|
2.45K
$351K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-97- 0.25% |
$10.5K - $11.6K
|
39.2K
$5.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-99- 2.05% |
$10.7K - $11.8K
|
4.73K
$677K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-100- 4.35% |
$10.9K - $11.9K
|
2.2K
$315K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 5.06% |
$10.9K - $11.9K
|
1.88K
$269K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 0.74% |
$10.9K - $11.9K
|
13.5K
$1.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-102- 4.37% |
$11.1K - $12.2K
|
2.23K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-106- 0.63% |
$11.5K - $12.6K
|
16.8K
$2.41M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-106- 30.2% |
$11.5K - $12.6K
|
245
$35.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-106- 1.59% |
$11.5K - $12.6K
|
6.58K
$942K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-106- 4.72% |
$11.5K - $12.6K
|
2.14K
$307K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-107- 0.38% |
$11.6K - $12.8K
|
28.3K
$4.05M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-110- 73.83% |
$11.9K - $13.1K
|
39
$5.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-110- 0.7% |
$11.9K - $13.1K
|
15.6K
$2.23M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-110- 73.83% |
$11.9K - $13.1K
|
39
$5.59K
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.9% |
$12.3K - $13.5K
|
12.5K
$1.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-118- 0.17% |
$12.8K - $14.1K
|
69K
$9.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-120- 2.54% |
$13K - $14.3K
|
4.6K
$659K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-123- 0.03% |
$13.3K - $14.7K
|
408K
$58.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-123- 0.04% |
$13.3K - $14.7K
|
342K
$49M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-123- 1.42% |
$13.3K - $14.7K
|
8.55K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-124- 2.76% |
$13.5K - $14.8K
|
4.37K
$626K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-124- 2.02% |
$13.5K - $14.8K
|
6.01K
$861K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 4.05% |
$13.6K - $14.9K
|
2.96K
$424K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-125- 0.57% |
$13.6K - $14.9K
|
21.9K
$3.15M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-127- 4.58% |
$13.8K - $15.1K
|
2.65K
$379K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-127- 2.23% |
$13.8K - $15.1K
|
5.58K
$799K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-128- 3.32% |
$13.9K - $15.3K
|
3.73K
$535K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-130- 0.77% |
$14.1K - $15.5K
|
16.7K
$2.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-135- 3.06% |
$14.6K - $16.1K
|
4.28K
$613K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-135- 2.55% |
$14.6K - $16.1K
|
5.15K
$738K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-136- 1.4% |
$14.8K - $16.2K
|
9.55K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-137- 2.05% |
$14.9K - $16.3K
|
6.54K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-138- 1.4% |
$15K - $16.5K
|
9.74K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-139- 7.11% |
$15.1K - $16.6K
|
1.82K
$260K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-140- 0.67% |
$15.2K - $16.7K
|
20.9K
$2.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-144- 2.44% |
$15.6K - $17.2K
|
5.76K
$826K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-145- 1.01% |
$15.7K - $17.3K
|
14.3K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-146- 0.35% |
$15.8K - $17.4K
|
42.2K
$6.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-148- 0.6% |
$16.1K - $17.7K
|
24.4K
$3.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-150- 0.96% |
$16.3K - $17.9K
|
15.5K
$2.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 5.09% |
$16.3K - $17.9K
|
2.8K
$401K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-150- 12.5% |
$16.3K - $17.9K
|
1.05K
$150K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-150- 1.57% |
$16.3K - $17.9K
|
9.43K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-151- 2.64% |
$16.4K - $18K
|
5.57K
$798K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-154- 2.1% |
$16.7K - $18.4K
|
7.19K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-154- 0.64% |
$16.7K - $18.4K
|
23.9K
$3.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-155- 0.72% |
$16.8K - $18.5K
|
21.4K
$3.07M
|