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 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
136+ 1.85% |
$14.6K - $16.1K
|
7.48K
$987K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
135+ 5.8% |
$14.5K - $16K
|
2.46K
$325K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
133+ 3.38% |
$14.3K - $15.7K
|
4.07K
$537K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
131New |
$14.1K - $15.5K
|
131
$17.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
131+ 1.66% |
$14.1K - $15.5K
|
8.04K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
130+ 1.59% |
$14K - $15.4K
|
8.3K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
130+ 3.33% |
$14K - $15.4K
|
4.03K
$532K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
126New |
$13.5K - $14.9K
|
126
$16.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
120+ 0.51% |
$12.9K - $14.2K
|
23.8K
$3.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
100+ 7.89% |
$10.7K - $11.8K
|
1.37K
$180K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
BUY
|
- |
99+ 3.18% |
$10.6K - $11.7K
|
3.22K
$424K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
96+ 0.6% |
$10.3K - $11.3K
|
16.1K
$2.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
94+ 26.55% |
$10.1K - $11.1K
|
448
$59.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
90+ 1.12% |
$9.67K - $10.6K
|
8.16K
$1.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
84+ 5.56% |
$9.02K - $9.93K
|
1.6K
$210K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
83+ 0.27% |
$8.92K - $9.81K
|
31.1K
$4.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
82+ 0.18% |
$8.81K - $9.69K
|
46.7K
$6.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
80+ 0.66% |
$8.6K - $9.45K
|
12.3K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
79+ 1.88% |
$8.49K - $9.33K
|
4.28K
$565K
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
74+ 0.2% |
$7.95K - $8.74K
|
38K
$5.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
68New |
$7.31K - $8.03K
|
68
$8.97K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
68+ 0.31% |
$7.31K - $8.03K
|
22K
$2.91M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
68+ 1.59% |
$7.31K - $8.03K
|
4.34K
$573K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
67+ 0.41% |
$7.2K - $7.92K
|
16.5K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
66+ 1.19% |
$7.09K - $7.8K
|
5.63K
$743K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
64+ 1.04% |
$6.88K - $7.56K
|
6.21K
$819K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
59+ 2.93% |
$6.34K - $6.97K
|
2.07K
$273K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
56+ 0.32% |
$6.02K - $6.62K
|
17.7K
$2.33M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
54+ 1.73% |
$5.8K - $6.38K
|
3.18K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54+ 11.97% |
$5.8K - $6.38K
|
505
$66.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
54+ 1.73% |
$5.8K - $6.38K
|
3.18K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
51+ 51.52% |
$5.48K - $6.03K
|
150
$19.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 7.68% |
$5.37K - $5.91K
|
701
$92.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
49+ 0.32% |
$5.26K - $5.79K
|
15.3K
$2.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
45+ 0.24% |
$4.83K - $5.32K
|
18.9K
$2.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
44+ 2.2% |
$4.73K - $5.2K
|
2.05K
$270K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
44+ 1.8% |
$4.73K - $5.2K
|
2.49K
$328K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
43+ 6.88% |
$4.62K - $5.08K
|
668
$88.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
37+ 1.67% |
$3.98K - $4.37K
|
2.25K
$297K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
36+ 0.22% |
$3.87K - $4.25K
|
16.1K
$2.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
35+ 1.56% |
$3.76K - $4.14K
|
2.28K
$301K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
34New |
$3.65K - $4.02K
|
34
$4.49K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
30+ 0.66% |
$3.22K - $3.54K
|
4.55K
$600K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$3.12K - $3.43K
|
29
$3.83K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
29+ 0.63% |
$3.12K - $3.43K
|
4.64K
$613K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29+ 0.23% |
$3.12K - $3.43K
|
12.7K
$1.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
28+ 0.21% |
$3.01K - $3.31K
|
13.5K
$1.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
24+ 0.92% |
$2.58K - $2.84K
|
2.63K
$347K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
23+ 0.29% |
$2.47K - $2.72K
|
7.82K
$1.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
22+ 0.3% |
$2.36K - $2.6K
|
7.36K
$971K
|