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 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
132+ 9.57% |
$14.3K - $15.7K
|
1.51K
$217K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 40.5% |
$14.1K - $15.5K
|
451
$64.6K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 40.5% |
$14.1K - $15.5K
|
451
$64.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
129+ 19.34% |
$14K - $15.4K
|
796
$114K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
123+ 0.36% |
$13.3K - $14.7K
|
34.6K
$4.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
118+ 1.77% |
$12.8K - $14.1K
|
6.78K
$972K
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
112+ 0.28% |
$12.2K - $13.4K
|
40.4K
$5.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
109+ 0.45% |
$11.8K - $13K
|
24.6K
$3.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
108New |
$11.7K - $12.9K
|
108
$15.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
101New |
$11K - $12K
|
101
$14.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
100+ 2.58% |
$10.9K - $11.9K
|
3.98K
$570K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
97+ 5.32% |
$10.5K - $11.6K
|
1.92K
$275K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
91+ 1.85% |
$9.87K - $10.9K
|
5.02K
$719K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89+ 1.87% |
$9.66K - $10.6K
|
4.86K
$697K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
86+ 1.89% |
$9.33K - $10.3K
|
4.63K
$664K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
86New |
$9.33K - $10.3K
|
86
$12.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
83+ 0.56% |
$9.01K - $9.9K
|
14.9K
$2.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
83New |
$9.01K - $9.9K
|
83
$11.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
71+ 0.82% |
$7.7K - $8.47K
|
8.77K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
70+ 0.4% |
$7.6K - $8.35K
|
17.6K
$2.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
69+ 3.04% |
$7.49K - $8.23K
|
2.34K
$336K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
67+ 0.5% |
$7.27K - $7.99K
|
13.4K
$1.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
65+ 2.27% |
$7.05K - $7.75K
|
2.93K
$420K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
62+ 0.66% |
$6.73K - $7.39K
|
9.45K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
57+ 0.24% |
$6.18K - $6.8K
|
24K
$3.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
54+ 6.95% |
$5.86K - $6.44K
|
831
$119K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
53+ 0.91% |
$5.75K - $6.32K
|
5.85K
$838K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
51+ 0.41% |
$5.53K - $6.08K
|
12.6K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
50+ 0.96% |
$5.43K - $5.96K
|
5.25K
$752K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
50+ 0.56% |
$5.43K - $5.96K
|
8.91K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
49+ 0.26% |
$5.32K - $5.84K
|
19.2K
$2.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
49+ 14.45% |
$5.32K - $5.84K
|
388
$55.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
41+ 1.37% |
$4.45K - $4.89K
|
3.03K
$434K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
40+ 0.52% |
$4.34K - $4.77K
|
7.72K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
40New |
$4.34K - $4.77K
|
40
$5.73K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
39+ 0.17% |
$4.23K - $4.65K
|
23.4K
$3.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
39+ 0.21% |
$4.23K - $4.65K
|
18.9K
$2.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
36+ 0.62% |
$3.91K - $4.29K
|
5.84K
$837K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
34New |
$3.69K - $4.06K
|
34
$4.87K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
32+ 0.68% |
$3.47K - $3.82K
|
4.71K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
32+ 0.68% |
$3.47K - $3.82K
|
4.76K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
30+ 0.71% |
$3.26K - $3.58K
|
4.27K
$612K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
26+ 1.01% |
$2.82K - $3.1K
|
2.61K
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
26+ 0.31% |
$2.82K - $3.1K
|
8.52K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
25+ 0.89% |
$2.71K - $2.98K
|
2.83K
$406K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
22+ 0.73% |
$2.39K - $2.62K
|
3.05K
$437K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.79% |
$2.17K - $2.39K
|
2.54K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
20+ 0.7% |
$2.17K - $2.39K
|
2.86K
$410K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
20+ 0.03% |
$2.17K - $2.39K
|
63.5K
$9.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 0.25% |
$2.17K - $2.39K
|
8.07K
$1.16M
|