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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4+ 0.19% |
$434 - $477
|
2.15K
$292K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4+ 0.16% |
$434 - $477
|
2.47K
$335K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.74% |
$434 - $477
|
548
$74.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.44% |
$326 - $358
|
684
$92.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.04% |
$326 - $358
|
8.39K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.14% |
$326 - $358
|
2.11K
$286K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.31% |
$326 - $358
|
960
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3+ 0.15% |
$326 - $358
|
2.07K
$281K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.09% |
$326 - $358
|
3.2K
$435K
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
2+ 5.88% |
$217 - $239
|
36
$4.89K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 0.38% |
$217 - $239
|
534
$72.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.06% |
$217 - $239
|
3.61K
$490K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.85% |
$217 - $239
|
238
$32.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.65% |
$217 - $239
|
311
$42.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$109 - $119
|
2.22K
$301K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$109 - $119
|
11K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.75% |
$109 - $119
|
134
$18.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.02% |
$109 - $119
|
5.46K
$740K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.02% |
$109 - $119
|
5.02K
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$109 - $119
|
14.1K
$1.92M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.05% |
$109 - $119
|
1.84K
$249K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 1.3% |
$109 - $119
|
78
$10.6K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 4.17% |
$109 - $119
|
23
$3.12K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2- 0.04% |
$217 - $239
|
5.5K
$746K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 3.49% |
$326 - $358
|
83
$11.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5- 0.15% |
$543 - $596
|
3.37K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$543 - $596
|
24K
$3.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6- 1.25% |
$651 - $716
|
473
$64.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6- 0.01% |
$651 - $716
|
101K
$13.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.22% |
$868 - $954
|
3.7K
$503K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-9- 0.34% |
$977 - $1.07K
|
2.66K
$362K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-10- 0.08% |
$1.09K - $1.19K
|
12.7K
$1.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-10- 0.1% |
$1.09K - $1.19K
|
10.4K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10- 0.33% |
$1.09K - $1.19K
|
3K
$408K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11- 0.11% |
$1.19K - $1.31K
|
10.4K
$1.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12- 0.18% |
$1.3K - $1.43K
|
6.58K
$893K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-13- 0.02% |
$1.41K - $1.55K
|
63.7K
$8.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13- 0.18% |
$1.41K - $1.55K
|
7.35K
$997K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-13- 0.09% |
$1.41K - $1.55K
|
14.2K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 12.28% |
$1.52K - $1.67K
|
100
$13.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-15- 0.62% |
$1.63K - $1.79K
|
2.41K
$327K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15- 0.55% |
$1.63K - $1.79K
|
2.71K
$368K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 1.13% |
$1.84K - $2.03K
|
1.49K
$202K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-17- 0.19% |
$1.84K - $2.03K
|
8.78K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-18- 0.61% |
$1.95K - $2.15K
|
2.94K
$399K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20- 0.22% |
$2.17K - $2.39K
|
9.1K
$1.23M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-20- 0.51% |
$2.17K - $2.39K
|
3.94K
$534K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-21- 0.69% |
$2.28K - $2.5K
|
3.04K
$413K
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-22- 1.2% |
$2.39K - $2.62K
|
1.81K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-23- 2.69% |
$2.5K - $2.74K
|
831
$113K
|