Purchases and Sales Made in Q3 2023 in Ishares Tr (DVY)

DVY Quotes by TradingView

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
Omega Financial Group, LLC

BUY
 -
340
+ 0.62%
$36.5K - $40.2K
55.3K $7.3M
Oct 16, 2023 Q3 2023
Round Rock Advisors, LLC

BUY
 -
340
+ 0.41%
$36.5K - $40.2K
83.9K $11.1M
Nov 06, 2023 Q3 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
340
+ 3.02%
$36.5K - $40.2K
11.6K $1.53M
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

BUY
 -
334
+ 2.16%
$35.9K - $39.5K
15.8K $2.08M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
329
+ 33.99%
$35.3K - $38.9K
1.3K $171K
Nov 08, 2023 Q3 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
327
+ 1.95%
$35.1K - $38.6K
17.1K $2.26M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
325
+ 3.04%
$34.9K - $38.4K
11K $1.46M
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
325
+ 13.16%
$34.9K - $38.4K
2.8K $369K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
321
+ 0.47%
$34.5K - $37.9K
67.9K $8.96M
Oct 13, 2023 Q3 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
319
+ 0.81%
$34.3K - $37.7K
39.5K $5.21M
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
300
+ 10.26%
$32.2K - $35.4K
3.22K $425K
Oct 17, 2023 Q3 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
300
+ 5.91%
$32.2K - $35.4K
5.38K $709K
Oct 12, 2023 Q3 2023
Clean Yield Group

BUY
 -
300
+ 62.76%
$32.2K - $35.4K
778 $103K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
300
+ 1.87%
$32.2K - $35.4K
16.3K $2.15M
Nov 14, 2023 Q3 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
286
+ 20.52%
$30.7K - $33.8K
1.68K $222K
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
282
+ 7.29%
$30.3K - $33.3K
4.15K $547K
Nov 07, 2023 Q3 2023
Gryphon Financial Partners LLC

BUY
 -
273
+ 1.93%
$29.3K - $32.3K
14.4K $1.9M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
272
+ 0.46%
$29.2K - $32.1K
59K $7.79M
Oct 31, 2023 Q3 2023
180 Wealth Advisors, LLC

BUY
 -
267
+ 7.94%
$28.7K - $31.5K
3.63K $479K
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
266
+ 1.32%
$28.6K - $31.4K
20.5K $2.7M
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
262
+ 4.01%
$28.1K - $31K
6.79K $896K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
253
+ 4.6%
$27.2K - $29.9K
5.75K $759K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
250
New
$26.9K - $29.5K
250 $33K
Nov 02, 2023 Q3 2023
Welch & Forbes LLC

BUY
 -
242
+ 1.77%
$26K - $28.6K
13.9K $1.84M
Oct 25, 2023 Q3 2023
Citizens National Bank Trust Department

BUY
 -
237
+ 2.48%
$25.5K - $28K
9.79K $1.29M
Oct 24, 2023 Q3 2023
Gw Henssler & Associates LTD

BUY
 -
229
+ 0.33%
$24.6K - $27.1K
69.1K $9.12M
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
228
+ 0.64%
$24.5K - $26.9K
35.8K $4.72M
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
216
New
$23.2K - $25.5K
216 $28.5K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
216
+ 3.4%
$23.2K - $25.5K
6.56K $866K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
213
+ 0.16%
$22.9K - $25.2K
135K $17.8M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
212
+ 25.51%
$22.8K - $25K
1.04K $138K
Oct 27, 2023 Q3 2023
Blodgett Wealth Advisors, LLC

BUY
 -
207
+ 1.66%
$22.2K - $24.5K
12.7K $1.67M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
204
New
$21.9K - $24.1K
204 $26.9K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
200
+ 0.29%
$21.5K - $23.6K
69.8K $9.2M
Oct 05, 2023 Q3 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
185
+ 0.47%
$19.9K - $21.9K
39.4K $5.2M
Nov 13, 2023 Q3 2023
Pinnacle Financial Group, LLC

BUY
 -
179
+ 0.33%
$19.2K - $21.2K
54.5K $7.19M
Oct 30, 2023 Q3 2023
Unionview, LLC

Seattle, WA
BUY
 -
176
+ 1.4%
$18.9K - $20.8K
12.8K $1.68M
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

BUY
 -
161
+ 0.64%
$17.3K - $19K
25.2K $3.33M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
158
New
$17K - $18.7K
158 $20.8K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
156
+ 1.09%
$16.8K - $18.4K
14.4K $1.9M
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
150
+ 4.45%
$16.1K - $17.7K
3.52K $464K
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
150
New
$16.1K - $17.7K
150 $19.8K
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
148
+ 4.88%
$15.9K - $17.5K
3.18K $419K
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
145
+ 3.28%
$15.6K - $17.1K
4.56K $602K
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
144
+ 3.03%
$15.5K - $17K
4.9K $647K
Nov 08, 2023 Q3 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
141
+ 1.63%
$15.1K - $16.7K
8.78K $1.16M
Nov 14, 2023 Q3 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
140
+ 3.33%
$15K - $16.5K
4.35K $574K
Oct 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
140
+ 1.44%
$15K - $16.5K
9.88K $1.3M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
137
+ 2.15%
$14.7K - $16.2K
6.52K $860K

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