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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.07K- 23.24% |
$223K - $245K
|
6.84K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.08K- 1.66% |
$224K - $246K
|
123K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.14K- 39.22% |
$230K - $253K
|
3.32K
$435K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.15K- 6.45% |
$231K - $254K
|
31.2K
$4.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.16K- 0.68% |
$233K - $256K
|
315K
$41.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.17K- 4.0% |
$233K - $256K
|
52.1K
$6.84M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-2.19K- 22.16% |
$236K - $259K
|
7.71K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.24K- 33.65% |
$241K - $265K
|
4.43K
$581K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.26K- 8.58% |
$243K - $268K
|
24.1K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.27K- 5.62% |
$244K - $268K
|
38.1K
$5M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.29K- 36.03% |
$246K - $271K
|
4.07K
$534K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.37K- 36.06% |
$255K - $280K
|
4.21K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.38K- 7.37% |
$256K - $282K
|
30K
$3.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.4K- 40.16% |
$258K - $283K
|
3.57K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 0.6% |
$259K - $285K
|
402K
$52.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-2.44K- 20.19% |
$262K - $289K
|
9.66K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.45K- 5.84% |
$263K - $289K
|
39.4K
$5.17M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.59K- 4.72% |
$278K - $306K
|
52.3K
$6.86M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.63K- 1.06% |
$282K - $311K
|
244K
$32.1M
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-2.64K- 27.18% |
$283K - $312K
|
7.07K
$928K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.71K- 9.82% |
$291K - $320K
|
24.9K
$3.27M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-2.79K- 4.93% |
$299K - $329K
|
53.7K
$7.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.87K- 11.1% |
$309K - $339K
|
23K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.97K- 19.04% |
$319K - $351K
|
12.6K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3K- 11.74% |
$322K - $354K
|
22.6K
$2.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.05K- 4.03% |
$328K - $360K
|
72.6K
$9.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.25K- 8.79% |
$349K - $384K
|
33.7K
$4.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3.26K- 41.19% |
$350K - $385K
|
4.65K
$610K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.26K- 11.84% |
$350K - $385K
|
24.3K
$3.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3.4K- 17.99% |
$365K - $402K
|
15.5K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.4K- 6.38% |
$365K - $402K
|
49.9K
$6.55M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.44K- 7.18% |
$369K - $406K
|
44.5K
$5.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3.55K- 25.27% |
$381K - $419K
|
10.5K
$1.38M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.58K- 38.74% |
$385K - $423K
|
5.66K
$744K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.65K- 41.47% |
$392K - $431K
|
5.15K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.65K- 18.0% |
$392K - $432K
|
16.6K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.69K- 10.03% |
$396K - $436K
|
33.1K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.73K- 10.92% |
$401K - $441K
|
30.5K
$4M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.25K- 4.04% |
$456K - $502K
|
101K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.25K- 33.44% |
$456K - $502K
|
8.45K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.44K- 9.82% |
$477K - $525K
|
40.8K
$5.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.46K- 28.69% |
$479K - $527K
|
11.1K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.65K- 52.18% |
$500K - $550K
|
4.26K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.9K- 17.54% |
$527K - $579K
|
23K
$3.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.17K- 14.3% |
$555K - $611K
|
31K
$4.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5.25K- 19.28% |
$564K - $621K
|
22K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.37K- 47.96% |
$577K - $635K
|
5.83K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.39K- 6.16% |
$579K - $637K
|
82.1K
$10.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-5.4K- 31.63% |
$580K - $638K
|
11.7K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.43K- 2.46% |
$583K - $642K
|
215K
$28.3M
|