Purchases and Sales Made in Q3 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
568KNew |
$61M - $67.1M
|
568K
$75M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
261K+ 39.65% |
$28.1M - $30.9M
|
920K
$121M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
211K+ 28.69% |
$22.6M - $24.9M
|
945K
$125M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
194K+ 412.47% |
$20.8M - $22.9M
|
241K
$31.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163K+ 4187.2% |
$17.5M - $19.3M
|
167K
$22M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
122K+ 244.79% |
$13.1M - $14.4M
|
171K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
102K+ 3.05% |
$11M - $12.1M
|
3.45M
$455M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
97.7K+ 11.88% |
$10.5M - $11.5M
|
920K
$121M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
82.3K+ 13719.17% |
$8.84M - $9.73M
|
82.9K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
76.5KNew |
$8.22M - $9.04M
|
76.5K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.3K+ 2.56% |
$6.91M - $7.6M
|
2.58M
$340M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
64K+ 49.49% |
$6.87M - $7.56M
|
193K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.1K+ 15.89% |
$5.71M - $6.28M
|
387K
$51.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
52.3K+ 597.15% |
$5.62M - $6.18M
|
61.1K
$8.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
52.3K+ 37.4% |
$5.61M - $6.17M
|
192K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50.8K+ 68.31% |
$5.46M - $6M
|
125K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
47.9K+ 28.25% |
$5.15M - $5.67M
|
218K
$28.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
44.7K+ 7.03% |
$4.81M - $5.29M
|
681K
$89.9M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
43.3K+ 1061.2% |
$4.65M - $5.12M
|
47.4K
$6.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
41.5KNew |
$4.46M - $4.9M
|
41.5K
$5.47M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
39.6K+ 9142.03% |
$4.25M - $4.68M
|
40K
$5.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.6K+ 305.1% |
$2.64M - $2.91M
|
32.7K
$4.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
23.6K+ 20.83% |
$2.53M - $2.79M
|
137K
$18M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
23.6KNew |
$2.53M - $2.78M
|
23.6K
$3.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
BUY
|
- |
22.5K+ 8.66% |
$2.42M - $2.66M
|
282K
$37.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5K+ 75.94% |
$2.31M - $2.54M
|
49.8K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.3K+ 60.97% |
$2.18M - $2.4M
|
53.7K
$7.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
19.1KNew |
$2.05M - $2.26M
|
19.1K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.1K+ 321.17% |
$2.05M - $2.26M
|
25K
$3.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
16.2KNew |
$1.74M - $1.91M
|
16.2K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.2K+ 629.14% |
$1.64M - $1.8M
|
17.6K
$2.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14KNew |
$1.5M - $1.65M
|
14K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.8KNew |
$1.48M - $1.63M
|
13.8K
$1.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.8K+ 120.94% |
$1.48M - $1.63M
|
25.2K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.8K+ 7.53% |
$1.48M - $1.63M
|
197K
$25.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13.5KNew |
$1.45M - $1.59M
|
13.5K
$1.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.1K+ 1.14% |
$1.41M - $1.55M
|
1.16M
$153M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$1.38M - $1.52M
|
12.9K
$1.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.7K+ 43.83% |
$1.37M - $1.51M
|
41.8K
$5.52M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.1KNew |
$1.3M - $1.43M
|
12.1K
$1.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
11.6KNew |
$1.24M - $1.37M
|
11.6K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11.6K+ 3.53% |
$1.24M - $1.37M
|
340K
$44.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 17.87% |
$1.2M - $1.31M
|
73.4K
$9.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
11.1K+ 206.71% |
$1.2M - $1.31M
|
16.5K
$2.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11K+ 71.58% |
$1.18M - $1.3M
|
26.3K
$3.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.5KNew |
$1.12M - $1.24M
|
10.5K
$1.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.29KNew |
$998K - $1.1M
|
9.29K
$1.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
9.13KNew |
$981K - $1.08M
|
9.13K
$1.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.5K+ 99.39% |
$913K - $1M
|
17.1K
$2.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
8.36KNew |
$898K - $988K
|
8.36K
$1.1M
|