Purchases and Sales Made in Q2 2024 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 2024. 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 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
40+ 0.62% |
$4.63K - $5.03K
|
6.5K
$863K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
39+ 0.28% |
$4.51K - $4.9K
|
14.2K
$1.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
38+ 3.28% |
$4.4K - $4.78K
|
1.2K
$159K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 0.79% |
$4.05K - $4.4K
|
4.49K
$596K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
32+ 0.36% |
$3.7K - $4.02K
|
9.01K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
32+ 2.29% |
$3.7K - $4.02K
|
1.43K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
28+ 0.09% |
$3.24K - $3.52K
|
30.9K
$4.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
28+ 0.04% |
$3.24K - $3.52K
|
66.7K
$8.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
27+ 0.86% |
$3.12K - $3.4K
|
3.17K
$420K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
26+ 0.48% |
$3.01K - $3.27K
|
5.41K
$719K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 0.12% |
$2.89K - $3.14K
|
21K
$2.78M
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
23+ 0.23% |
$2.66K - $2.89K
|
9.96K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
22+ 0.8% |
$2.55K - $2.77K
|
2.78K
$369K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22+ 0.8% |
$2.55K - $2.77K
|
2.78K
$369K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
21+ 0.51% |
$2.43K - $2.64K
|
4.17K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.75% |
$2.31K - $2.52K
|
2.67K
$355K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
20+ 0.13% |
$2.31K - $2.52K
|
15.8K
$2.1M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
20New |
$2.31K - $2.52K
|
20
$2.65K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 2.72% |
$2.31K - $2.52K
|
756
$100K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
20+ 0.4% |
$2.31K - $2.52K
|
4.98K
$661K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
20+ 0.06% |
$2.31K - $2.52K
|
30.9K
$4.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19+ 0.37% |
$2.2K - $2.39K
|
5.1K
$677K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.47% |
$2.2K - $2.39K
|
4.04K
$537K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
19+ 0.44% |
$2.2K - $2.39K
|
4.32K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
18+ 0.14% |
$2.08K - $2.26K
|
12.6K
$1.68M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
17New |
$1.97K - $2.14K
|
17
$2.26K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
16+ 0.78% |
$1.85K - $2.01K
|
2.07K
$275K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15+ 1.86% |
$1.74K - $1.89K
|
822
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
15+ 0.56% |
$1.74K - $1.89K
|
2.71K
$360K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
12+ 0.7% |
$1.39K - $1.51K
|
1.73K
$230K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.36% |
$1.16K - $1.26K
|
2.77K
$368K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$1.16K - $1.26K
|
19.9K
$2.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
10+ 0.0% |
$1.16K - $1.26K
|
681K
$90.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10+ 0.37% |
$1.16K - $1.26K
|
2.69K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
10+ 0.39% |
$1.16K - $1.26K
|
2.55K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.8% |
$1.16K - $1.26K
|
1.26K
$168K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.11% |
$1.04K - $1.13K
|
8.3K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
8+ 0.35% |
$926 - $1.01K
|
2.26K
$301K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.03% |
$926 - $1.01K
|
25K
$3.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
8+ 0.2% |
$926 - $1.01K
|
4K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 0.74% |
$926 - $1.01K
|
1.09K
$144K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.13% |
$926 - $1.01K
|
6.09K
$808K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
8+ 0.21% |
$926 - $1.01K
|
3.87K
$514K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
8+ 0.04% |
$926 - $1.01K
|
22.4K
$2.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.34% |
$810 - $880
|
2.06K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.07% |
$810 - $880
|
9.73K
$1.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
7+ 0.38% |
$810 - $880
|
1.84K
$244K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$810 - $880
|
4.33K
$575K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
7+ 0.05% |
$810 - $880
|
13.3K
$1.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
7+ 1.27% |
$810 - $880
|
560
$74.3K
|