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 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.24K- 5.4% |
$135K - $148K
|
21.8K
$3.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.25K- 30.64% |
$136K - $150K
|
2.84K
$407K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.26K- 2.88% |
$136K - $150K
|
42.3K
$6.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.27K- 28.12% |
$138K - $152K
|
3.25K
$466K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.29K- 2.22% |
$140K - $154K
|
56.9K
$8.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.33K- 4.26% |
$144K - $158K
|
29.8K
$4.27M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.33K- 17.07% |
$144K - $158K
|
6.44K
$923K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.33K- 8.98% |
$145K - $159K
|
13.5K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.34K- 26.17% |
$146K - $160K
|
3.79K
$543K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.35K- 36.39% |
$146K - $161K
|
2.35K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.35K- 3.65% |
$146K - $161K
|
35.7K
$5.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.41K- 1.89% |
$153K - $168K
|
72.9K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.43K- 6.17% |
$155K - $170K
|
21.7K
$3.11M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.46K- 2.52% |
$158K - $174K
|
56.5K
$8.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.56K- 1.32% |
$170K - $187K
|
117K
$16.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.64K- 3.76% |
$178K - $195K
|
41.9K
$6M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.64K- 14.24% |
$178K - $196K
|
9.9K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.66K- 0.83% |
$180K - $198K
|
198K
$28.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.69K- 43.26% |
$184K - $202K
|
2.22K
$318K
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.73K- 3.96% |
$188K - $206K
|
42K
$6.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.75K- 8.08% |
$189K - $208K
|
19.9K
$2.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 4.0% |
$190K - $209K
|
42.1K
$6.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.79K- 6.64% |
$194K - $213K
|
25.2K
$3.61M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.81K- 7.72% |
$196K - $216K
|
21.6K
$3.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.82K- 22.21% |
$198K - $217K
|
6.38K
$915K
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 6.43% |
$200K - $219K
|
26.8K
$3.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.85K- 4.86% |
$200K - $220K
|
36.1K
$5.18M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.89K- 43.9% |
$205K - $226K
|
2.42K
$347K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.92K- 6.1% |
$208K - $229K
|
29.6K
$4.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.93K- 24.4% |
$209K - $230K
|
5.97K
$855K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.03K- 45.35% |
$220K - $242K
|
2.44K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.09K- 24.27% |
$226K - $249K
|
6.51K
$932K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.12KClosed |
$230K - $253K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.19K- 53.78% |
$237K - $261K
|
1.88K
$269K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.27K- 4.78% |
$246K - $271K
|
45.2K
$6.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.29K- 19.86% |
$248K - $273K
|
9.24K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.35K- 5.19% |
$255K - $280K
|
42.9K
$6.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.35K- 15.44% |
$255K - $280K
|
12.9K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.35K- 51.16% |
$255K - $281K
|
2.25K
$322K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.39K- 20.53% |
$259K - $285K
|
9.24K
$1.32M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.52K- 4.97% |
$274K - $301K
|
48.2K
$6.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.57K- 31.38% |
$279K - $307K
|
5.63K
$806K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-2.61K- 15.68% |
$283K - $311K
|
14K
$2.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-2.69K- 56.1% |
$292K - $321K
|
2.11K
$302K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.7K- 50.28% |
$293K - $322K
|
2.67K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.72K- 8.32% |
$295K - $324K
|
30K
$4.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.75K- 57.07% |
$298K - $328K
|
2.07K
$296K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.76K- 15.24% |
$299K - $329K
|
15.3K
$2.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.8K- 3.24% |
$304K - $334K
|
83.6K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.81K- 58.74% |
$305K - $335K
|
1.97K
$283K
|