Purchases and Sales Made in Q2 2023 in Ishares Tr (DVY)

DVY Quotes by TradingView

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 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
841
+ 27.57%
$91.2K - $100K
3.89K $558K
Jul 25, 2023 Q2 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
813
+ 11.85%
$88.2K - $97K
7.67K $1.1M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
813
+ 11.22%
$88.2K - $97K
8.06K $1.15M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
806
+ 11.11%
$87.5K - $96.1K
8.06K $1.16M
Sep 13, 2023 Q2 2023
Ims Capital Management

BUY
 -
803
+ 4.51%
$87.1K - $95.8K
18.6K $2.67M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
803
+ 4.37%
$87.1K - $95.8K
19.2K $2.75M
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
776
+ 4.46%
$84.2K - $92.6K
18.2K $2.61M
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
775
+ 4.24%
$84.1K - $92.4K
19.1K $2.73M
Jul 25, 2023 Q2 2023
Carret Asset Management, LLC

BUY
 -
764
+ 1.5%
$82.9K - $91.1K
51.7K $7.4M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
750
+ 7.5%
$81.4K - $89.5K
10.8K $1.54M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
709
+ 1.22%
$76.9K - $84.6K
58.7K $8.42M
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
BUY
 -
704
+ 2.78%
$76.4K - $84K
26K $3.73M
Aug 07, 2023 Q2 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
689
+ 35.92%
$74.8K - $82.2K
2.61K $374K
Aug 11, 2023 Q2 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
688
+ 0.8%
$74.6K - $82.1K
86.2K $12.4M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
667
+ 9.18%
$72.4K - $79.6K
7.94K $1.14M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
665
+ 2.57%
$72.2K - $79.3K
26.6K $3.81M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
657
+ 9.04%
$71.3K - $78.4K
7.92K $1.14M
Jul 17, 2023 Q2 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
640
+ 49.5%
$69.4K - $76.3K
1.93K $277K
Aug 02, 2023 Q2 2023
Powell Investment Advisors, LLC

BUY
 -
620
+ 0.69%
$67.3K - $73.9K
90.7K $13M
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
620
+ 12.17%
$67.3K - $73.9K
5.71K $819K
Aug 08, 2023 Q2 2023
Edge Capital Group, LLC

BUY
 -
611
+ 3.16%
$66.3K - $72.9K
20K $2.86M
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
604
+ 18.56%
$65.5K - $72K
3.86K $553K
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
585
+ 3.0%
$63.5K - $69.8K
20.1K $2.88M
Jul 27, 2023 Q2 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
580
+ 1.55%
$62.9K - $69.2K
37.9K $5.43M
Aug 09, 2023 Q2 2023
Lokken Investment Group LLC

BUY
 -
574
+ 4.35%
$62.3K - $68.5K
13.8K $1.97M
Jul 11, 2023 Q2 2023
Omega Financial Group, LLC

BUY
 -
567
+ 1.04%
$61.5K - $67.6K
55K $7.88M
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
566
+ 11.7%
$61.4K - $67.5K
5.4K $774K
Jul 25, 2023 Q2 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
561
+ 6.93%
$60.9K - $66.9K
8.65K $1.24M
Jul 20, 2023 Q2 2023
Blb&B Advisors, LLC

BUY
 -
555
+ 30.78%
$60.2K - $66.2K
2.36K $338K
Jul 25, 2023 Q2 2023
Roman Butler Fullerton & CO

BUY
 -
554
+ 8.42%
$60.1K - $66.1K
7.13K $1.02M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
549
+ 2.95%
$59.6K - $65.5K
19.1K $2.74M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
548
+ 5.61%
$59.5K - $65.4K
10.3K $1.48M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
545
+ 5.47%
$59.1K - $65K
10.5K $1.51M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
513
New
$55.7K - $61.2K
513 $73.5K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
507
+ 2.68%
$55K - $60.5K
19.5K $2.79M
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
500
+ 10.85%
$54.3K - $59.6K
5.11K $732K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
496
+ 3.04%
$53.8K - $59.2K
16.8K $2.41M
Jul 26, 2023 Q2 2023
Clean Yield Group

BUY
 -
478
New
$51.9K - $57K
478 $68.5K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
464
+ 2.62%
$50.3K - $55.3K
18.2K $2.61M
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
436
+ 12.71%
$47.3K - $52K
3.87K $554K
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
436
+ 7.38%
$47.3K - $52K
6.35K $909K
Jul 19, 2023 Q2 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
419
+ 17.1%
$45.5K - $50K
2.87K $411K
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

BUY
 -
400
+ 2.25%
$43.4K - $47.7K
18.2K $2.6M
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
400
+ 15.85%
$43.4K - $47.7K
2.92K $419K
Jul 17, 2023 Q2 2023
Silverhawk Asset Management, LLC

BUY
 -
392
+ 20.12%
$42.5K - $46.8K
2.34K $335K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
384
+ 206.45%
$41.7K - $45.8K
570 $81.7K
Aug 14, 2023 Q2 2023
Marco Investment Management LLC

BUY
 -
379
+ 6.84%
$41.1K - $45.2K
5.92K $848K
Jul 19, 2023 Q2 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
350
+ 17.03%
$38K - $41.7K
2.41K $345K
Aug 03, 2023 Q2 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
346
+ 3.17%
$37.5K - $41.3K
11.3K $1.61M

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