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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-410- 16.98% |
$44.5K - $48.9K
|
2.01K
$272K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-415- 11.16% |
$45K - $49.5K
|
3.3K
$448K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-419- 9.95% |
$45.5K - $50K
|
3.79K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-422- 16.35% |
$45.8K - $50.3K
|
2.16K
$293K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-423- 12.04% |
$45.9K - $50.5K
|
3.09K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-440- 7.32% |
$47.7K - $52.5K
|
5.57K
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-445- 12.55% |
$48.3K - $53.1K
|
3.1K
$421K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-446- 8.13% |
$48.4K - $53.2K
|
5.04K
$684K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-446- 12.23% |
$48.4K - $53.2K
|
3.2K
$435K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-449- 6.06% |
$48.7K - $53.6K
|
6.96K
$944K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-459- 3.88% |
$49.8K - $54.7K
|
11.4K
$1.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-460- 2.24% |
$49.9K - $54.9K
|
20.1K
$2.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-463- 1.08% |
$50.2K - $55.2K
|
42.4K
$5.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-470- 5.07% |
$51K - $56.1K
|
8.8K
$1.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-475- 3.68% |
$51.5K - $56.7K
|
12.4K
$1.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-475- 3.95% |
$51.5K - $56.7K
|
11.5K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-479- 11.19% |
$52K - $57.1K
|
3.8K
$516K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-480- 9.77% |
$52.1K - $57.2K
|
4.43K
$602K
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-496- 2.57% |
$53.8K - $59.2K
|
18.8K
$2.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-497- 7.93% |
$53.9K - $59.3K
|
5.77K
$784K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-500- 8.35% |
$54.3K - $59.6K
|
5.49K
$745K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-501- 4.33% |
$54.4K - $59.8K
|
11.1K
$1.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-510- 3.3% |
$55.3K - $60.8K
|
15K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-512- 3.34% |
$55.6K - $61.1K
|
14.8K
$2.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-516- 4.69% |
$56K - $61.5K
|
10.5K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-517- 3.83% |
$56.1K - $61.7K
|
13K
$1.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-518- 8.91% |
$56.2K - $61.8K
|
5.3K
$719K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-519- 9.5% |
$56.3K - $61.9K
|
4.94K
$671K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-524- 1.66% |
$56.9K - $62.5K
|
31K
$4.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-526- 13.13% |
$57.1K - $62.7K
|
3.48K
$472K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-540- 8.02% |
$58.6K - $64.4K
|
6.19K
$840K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-545- 2.43% |
$59.1K - $65K
|
21.9K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-555- 5.01% |
$60.2K - $66.2K
|
10.5K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-562- 6.63% |
$61K - $67K
|
7.91K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-565- 18.43% |
$61.3K - $67.4K
|
2.5K
$339K
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-565- 18.43% |
$61.3K - $67.4K
|
2.5K
$339K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-578- 4.09% |
$62.7K - $68.9K
|
13.5K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-588- 1.51% |
$63.8K - $70.1K
|
38.5K
$5.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-598- 3.0% |
$64.9K - $71.3K
|
19.3K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-599- 11.32% |
$65K - $71.4K
|
4.69K
$637K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-600- 2.48% |
$65.1K - $71.6K
|
23.6K
$3.21M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-607- 10.52% |
$65.9K - $72.4K
|
5.16K
$700K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-607- 12.52% |
$65.9K - $72.4K
|
4.24K
$576K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-616- 14.85% |
$66.8K - $73.5K
|
3.53K
$479K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-623- 3.21% |
$67.6K - $74.3K
|
18.8K
$2.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-639- 17.01% |
$69.3K - $76.2K
|
3.12K
$423K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-649- 83.53% |
$70.4K - $77.4K
|
128
$17.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-655- 3.28% |
$71.1K - $78.1K
|
19.3K
$2.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-655- 18.27% |
$71.1K - $78.1K
|
2.93K
$398K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-671- 11.48% |
$72.8K - $80K
|
5.18K
$702K
|