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 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-593- 1.91% |
$63.7K - $70.1K
|
30.5K
$4M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-600- 14.3% |
$64.5K - $70.9K
|
3.6K
$472K
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-600- 8.69% |
$64.5K - $70.9K
|
6.31K
$828K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-604- 0.89% |
$64.9K - $71.4K
|
67.6K
$8.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-634- 5.32% |
$68.1K - $74.9K
|
11.3K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-638- 17.63% |
$68.5K - $75.4K
|
2.98K
$391K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-647- 11.28% |
$69.5K - $76.4K
|
5.09K
$668K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-663- 7.18% |
$71.2K - $78.3K
|
8.58K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-670- 2.93% |
$72K - $79.2K
|
22.2K
$2.91M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-683- 19.59% |
$73.4K - $80.7K
|
2.8K
$368K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-689- 14.36% |
$74K - $81.4K
|
4.11K
$540K
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-697- 0.83% |
$74.9K - $82.4K
|
82.9K
$10.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-700- 68.29% |
$75.2K - $82.7K
|
325
$42.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-705- 26.03% |
$75.7K - $83.3K
|
2K
$263K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-715- 6.46% |
$76.8K - $84.5K
|
10.4K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-715- 6.9% |
$76.8K - $84.5K
|
9.65K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-720- 9.65% |
$77.4K - $85.1K
|
6.74K
$885K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-728- 20.8% |
$78.2K - $86K
|
2.77K
$364K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-750- 9.78% |
$80.6K - $88.6K
|
6.92K
$909K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-765- 23.04% |
$82.2K - $90.4K
|
2.56K
$335K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-766- 5.5% |
$82.3K - $90.5K
|
13.2K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-772- 11.29% |
$82.9K - $91.2K
|
6.06K
$796K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-794- 3.26% |
$85.3K - $93.8K
|
23.6K
$3.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-800- 10.29% |
$86K - $94.5K
|
6.97K
$916K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-800- 8.91% |
$86K - $94.5K
|
8.18K
$1.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-824- 21.67% |
$88.5K - $97.4K
|
2.98K
$391K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-828- 8.87% |
$89K - $97.8K
|
8.51K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-850- 3.96% |
$91.3K - $100K
|
20.6K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-851- 5.93% |
$91.4K - $101K
|
13.5K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-862- 13.05% |
$92.6K - $102K
|
5.74K
$754K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-871- 0.75% |
$93.6K - $103K
|
116K
$15.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-872- 2.13% |
$93.7K - $103K
|
40.1K
$5.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-881- 3.09% |
$94.7K - $104K
|
27.6K
$3.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-894- 17.82% |
$96.1K - $106K
|
4.12K
$541K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-915- 2.07% |
$98.3K - $108K
|
43.3K
$5.69M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-933- 8.56% |
$100K - $110K
|
9.97K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-937- 22.62% |
$101K - $111K
|
3.21K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-944- 1.53% |
$101K - $112K
|
60.9K
$8M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-973- 3.25% |
$105K - $115K
|
29K
$3.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-981- 9.56% |
$105K - $116K
|
9.28K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-981- 0.84% |
$105K - $116K
|
116K
$15.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-985- 16.49% |
$106K - $116K
|
4.99K
$655K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-988- 15.18% |
$106K - $117K
|
5.52K
$725K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-997- 12.66% |
$107K - $118K
|
6.88K
$903K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1K- 8.68% |
$108K - $118K
|
10.5K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.01K- 40.55% |
$108K - $119K
|
1.48K
$194K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.02K- 3.24% |
$110K - $121K
|
30.5K
$4M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.05K- 33.77% |
$112K - $124K
|
2.05K
$270K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.07K- 3.06% |
$115K - $126K
|
33.8K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.1K- 29.16% |
$118K - $130K
|
2.66K
$350K
|