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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-713- 7.09% |
$77.4K - $85K
|
9.34K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-715- 1.72% |
$77.6K - $85.3K
|
41K
$5.87M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-718- 9.31% |
$77.9K - $85.6K
|
6.99K
$1M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-721- 5.01% |
$78.2K - $86K
|
13.7K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-733- 8.29% |
$79.5K - $87.4K
|
8.11K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-734- 6.37% |
$79.6K - $87.5K
|
10.8K
$1.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-737- 1.14% |
$80K - $87.9K
|
63.9K
$9.15M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-748- 3.77% |
$81.2K - $89.2K
|
19.1K
$2.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-749- 4.58% |
$81.3K - $89.3K
|
15.6K
$2.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-751- 14.87% |
$81.5K - $89.6K
|
4.3K
$616K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-772- 13.05% |
$83.8K - $92.1K
|
5.15K
$737K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-774- 30.4% |
$84K - $92.3K
|
1.77K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-777- 13.8% |
$84.3K - $92.7K
|
4.85K
$696K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-780- 5.23% |
$84.6K - $93K
|
14.1K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-787- 12.45% |
$85.4K - $93.9K
|
5.53K
$793K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-789- 4.16% |
$85.6K - $94.1K
|
18.2K
$2.6M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-789- 4.16% |
$85.6K - $94.1K
|
18.2K
$2.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-835- 15.43% |
$90.6K - $99.6K
|
4.58K
$656K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-870- 1.88% |
$94.4K - $104K
|
45.4K
$6.51M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-889- 1.98% |
$96.5K - $106K
|
44.1K
$6.31M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-891- 3.63% |
$96.7K - $106K
|
23.6K
$3.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-909- 13.68% |
$98.6K - $108K
|
5.74K
$822K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-920- 53.96% |
$99.8K - $110K
|
785
$112K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-922- 4.77% |
$100K - $110K
|
18.4K
$2.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-955- 27.78% |
$104K - $114K
|
2.48K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-957- 7.78% |
$104K - $114K
|
11.3K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-960- 7.89% |
$104K - $114K
|
11.2K
$1.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-966- 1.37% |
$105K - $115K
|
69.6K
$9.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-970- 20.76% |
$105K - $116K
|
3.7K
$531K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-975- 6.43% |
$106K - $116K
|
14.2K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1K- 2.96% |
$109K - $119K
|
32.7K
$4.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.01K- 4.71% |
$110K - $121K
|
20.5K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.03K- 6.89% |
$112K - $123K
|
13.9K
$1.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 8.08% |
$114K - $125K
|
11.9K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.05K- 18.69% |
$114K - $125K
|
4.57K
$655K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.06K- 12.28% |
$115K - $126K
|
7.57K
$1.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.08K- 12.53% |
$117K - $129K
|
7.54K
$1.08M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 12.53% |
$117K - $129K
|
7.54K
$1.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.09K- 5.74% |
$119K - $130K
|
17.9K
$2.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 11.07% |
$119K - $131K
|
8.8K
$1.26M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.1K- 27.3% |
$119K - $131K
|
2.93K
$420K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.1K- 27.9% |
$120K - $131K
|
2.85K
$408K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.11K- 4.84% |
$121K - $133K
|
21.9K
$3.14M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.12K- 9.47% |
$121K - $133K
|
10.7K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.12K- 38.71% |
$122K - $134K
|
1.77K
$254K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.13K- 21.98% |
$123K - $135K
|
4.01K
$575K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.16K- 25.02% |
$126K - $138K
|
3.47K
$497K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.2K- 2.65% |
$131K - $144K
|
44.2K
$6.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.21K- 5.91% |
$131K - $144K
|
19.3K
$2.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.22K- 23.09% |
$133K - $146K
|
4.08K
$584K
|