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 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-373- 11.66% |
$40.1K - $44.1K
|
2.83K
$371K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-377- 9.22% |
$40.5K - $44.5K
|
3.71K
$487K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-379- 2.89% |
$40.7K - $44.8K
|
12.7K
$1.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-387- 14.86% |
$41.6K - $45.7K
|
2.22K
$291K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-392- 1.9% |
$42.1K - $46.3K
|
20.2K
$2.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-400- 16.96% |
$43K - $47.3K
|
1.96K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-400- 5.28% |
$43K - $47.3K
|
7.17K
$941K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-400- 16.39% |
$43K - $47.3K
|
2.04K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-400- 13.68% |
$43K - $47.3K
|
2.52K
$331K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-405- 3.38% |
$43.5K - $47.9K
|
11.6K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-412- 16.04% |
$44.3K - $48.7K
|
2.16K
$283K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-418- 5.28% |
$44.9K - $49.4K
|
7.51K
$985K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-422- 11.3% |
$45.3K - $49.9K
|
3.31K
$435K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-423- 8.17% |
$45.4K - $50K
|
4.75K
$624K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-423- 16.87% |
$45.4K - $50K
|
2.08K
$274K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-426- 8.45% |
$45.8K - $50.3K
|
4.61K
$606K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-429- 8.17% |
$46.1K - $50.7K
|
4.82K
$633K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-434- 3.05% |
$46.6K - $51.3K
|
13.8K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-435- 2.08% |
$46.7K - $51.4K
|
20.5K
$2.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-436- 6.23% |
$46.8K - $51.5K
|
6.56K
$861K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-440- 0.81% |
$47.3K - $52K
|
53.8K
$7.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-441- 1.35% |
$47.4K - $52.1K
|
32.3K
$4.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-443- 5.03% |
$47.6K - $52.3K
|
8.36K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-444- 18.87% |
$47.7K - $52.5K
|
1.91K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-449- 3.34% |
$48.2K - $53.1K
|
13K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-450- 7.63% |
$48.3K - $53.2K
|
5.45K
$716K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-456- 0.9% |
$49K - $53.9K
|
50K
$6.57M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-460- 3.66% |
$49.4K - $54.4K
|
12.1K
$1.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-464- 1.1% |
$49.9K - $54.8K
|
41.9K
$5.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-468- 21.86% |
$50.3K - $55.3K
|
1.67K
$220K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-476- 22.21% |
$51.1K - $56.2K
|
1.67K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-482- 19.4% |
$51.8K - $57K
|
2K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-483- 2.62% |
$51.9K - $57.1K
|
17.9K
$2.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-498- 6.39% |
$53.5K - $58.8K
|
7.3K
$958K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-500- 4.79% |
$53.7K - $59.1K
|
9.93K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 8.08% |
$53.7K - $59.1K
|
5.69K
$747K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-502- 2.81% |
$53.9K - $59.3K
|
17.3K
$2.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-504- 15.5% |
$54.1K - $59.6K
|
2.75K
$361K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-508- 2.66% |
$54.6K - $60K
|
18.6K
$2.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-522- 2.28% |
$56.1K - $61.7K
|
22.4K
$2.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-526- 12.67% |
$56.5K - $62.2K
|
3.63K
$476K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-535- 11.01% |
$57.5K - $63.2K
|
4.33K
$568K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-538- 4.49% |
$57.8K - $63.6K
|
11.5K
$1.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-542- 1.21% |
$58.2K - $64K
|
44.2K
$5.8M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-553- 2.84% |
$59.4K - $65.3K
|
18.9K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-560- 1.79% |
$60.2K - $66.2K
|
30.7K
$4.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-582- 4.23% |
$62.5K - $68.8K
|
13.2K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-583- 5.47% |
$62.6K - $68.9K
|
10.1K
$1.32M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-585- 5.43% |
$62.9K - $69.1K
|
10.2K
$1.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-591- 2.7% |
$63.5K - $69.8K
|
21.3K
$2.8M
|