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
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-99- 18.07% |
$10.6K - $11.7K
|
449
$59.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 1.74% |
$10.7K - $11.8K
|
5.64K
$744K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 1.85% |
$10.7K - $11.8K
|
5.3K
$699K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-100- 1.69% |
$10.7K - $11.8K
|
5.81K
$767K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-101- 2.52% |
$10.9K - $11.9K
|
3.91K
$516K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-103- 2.78% |
$11.1K - $12.2K
|
3.6K
$475K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-107- 0.49% |
$11.5K - $12.6K
|
21.5K
$2.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-110- 2.0% |
$11.8K - $13K
|
5.38K
$710K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-111- 3.19% |
$11.9K - $13.1K
|
3.37K
$445K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-112- 1.45% |
$12K - $13.2K
|
7.61K
$1M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-112- 2.22% |
$12K - $13.2K
|
4.93K
$650K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-115- 2.69% |
$12.4K - $13.6K
|
4.17K
$550K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-115- 3.48% |
$12.4K - $13.6K
|
3.19K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-115- 1.3% |
$12.4K - $13.6K
|
8.72K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-117- 2.22% |
$12.6K - $13.8K
|
5.14K
$678K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-118- 10.78% |
$12.7K - $13.9K
|
977
$129K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-119- 1.08% |
$12.8K - $14.1K
|
10.9K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-119- 3.43% |
$12.8K - $14.1K
|
3.35K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-119- 0.9% |
$12.8K - $14.1K
|
13.1K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-123- 0.18% |
$13.2K - $14.5K
|
68.8K
$9.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-123- 1.44% |
$13.2K - $14.5K
|
8.43K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-125- 7.66% |
$13.4K - $14.8K
|
1.51K
$199K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-130- 1.6% |
$14K - $15.4K
|
8.01K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-130- 0.31% |
$14K - $15.4K
|
42K
$5.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-140- 6.65% |
$15K - $16.5K
|
1.97K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-140- 1.51% |
$15K - $16.5K
|
9.16K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-145- 4.95% |
$15.6K - $17.1K
|
2.79K
$367K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-145- 2.94% |
$15.6K - $17.1K
|
4.78K
$631K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-146- 0.73% |
$15.7K - $17.3K
|
19.9K
$2.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-150- 1.99% |
$16.1K - $17.7K
|
7.39K
$975K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-150- 1.36% |
$16.1K - $17.7K
|
10.9K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-150- 4.22% |
$16.1K - $17.7K
|
3.41K
$449K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150- 1.99% |
$16.1K - $17.7K
|
7.39K
$975K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-155- 6.14% |
$16.7K - $18.3K
|
2.37K
$313K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-156- 3.11% |
$16.8K - $18.4K
|
4.86K
$641K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-157- 3.05% |
$16.9K - $18.6K
|
5K
$659K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-157- 1.89% |
$16.9K - $18.6K
|
8.15K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-165- 4.42% |
$17.7K - $19.5K
|
3.57K
$471K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-168- 5.86% |
$18K - $19.9K
|
2.7K
$356K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-170- 29.82% |
$18.3K - $20.1K
|
400
$52.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-173- 5.67% |
$18.6K - $20.4K
|
2.88K
$380K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-176- 1.74% |
$18.9K - $20.8K
|
9.96K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-176- 2.94% |
$18.9K - $20.8K
|
5.81K
$767K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-178- 3.28% |
$19.1K - $21K
|
5.25K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-183- 3.14% |
$19.7K - $21.6K
|
5.64K
$744K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-189- 48.71% |
$20.3K - $22.3K
|
199
$26.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-190- 0.48% |
$20.4K - $22.5K
|
39.3K
$5.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-190- 3.59% |
$20.4K - $22.5K
|
5.11K
$674K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-195- 6.87% |
$21K - $23K
|
2.64K
$349K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 23.67% |
$21.5K - $23.6K
|
645
$85.1K
|