Purchases and Sales Made in Q3 2024 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 2024. 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 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
3+ 0.07% |
$360 - $407
|
4.57K
$599K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3+ 0.06% |
$360 - $407
|
4.66K
$612K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$360 - $407
|
10.5K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.51% |
$240 - $271
|
391
$51.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.17% |
$240 - $271
|
173
$22.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 100.0% |
$240 - $271
|
4
$525
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.34% |
$240 - $271
|
593
$77.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.05% |
$240 - $271
|
3.96K
$519K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.82% |
$240 - $271
|
247
$32.4K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$240 - $271
|
1.83K
$240K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$240 - $271
|
92.6K
$12.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.12% |
$240 - $271
|
1.7K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2+ 0.0% |
$240 - $271
|
52K
$6.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 1.4% |
$240 - $271
|
145
$19K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.01% |
$240 - $271
|
15.3K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 1.5% |
$240 - $271
|
135
$17.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.09% |
$240 - $271
|
2.24K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.54% |
$240 - $271
|
373
$49K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 1.44% |
$240 - $271
|
141
$18.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.18% |
$120 - $136
|
561
$73.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.06% |
$120 - $136
|
1.71K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$120 - $136
|
103
$13.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$120 - $136
|
2.06K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$120 - $136
|
5.39K
$708K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 1.89% |
$120 - $136
|
54
$7.09K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$120 - $136
|
20.5K
$2.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$120 - $136
|
1.26K
$165K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.41% |
$120 - $136
|
72
$9.45K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.03% |
$120 - $136
|
3.71K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$120 - $136
|
8.25K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 5.88% |
$120 - $136
|
16
$2.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-2- 0.02% |
$240 - $271
|
11.1K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2- 0.09% |
$240 - $271
|
2.2K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.04% |
$360 - $407
|
7.38K
$969K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4- 0.1% |
$480 - $543
|
3.93K
$515K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4- 0.12% |
$480 - $543
|
3.38K
$443K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5- 0.1% |
$600 - $679
|
4.82K
$632K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5- 9.09% |
$600 - $679
|
50
$6.56K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5- 0.29% |
$600 - $679
|
1.71K
$225K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-5- 0.17% |
$600 - $679
|
2.86K
$376K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5- 0.23% |
$600 - $679
|
2.15K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.03% |
$600 - $679
|
16.3K
$2.14M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7- 0.13% |
$840 - $950
|
5.5K
$721K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-7- 0.4% |
$840 - $950
|
1.75K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 1.81% |
$960 - $1.09K
|
434
$57K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-8- 0.34% |
$960 - $1.09K
|
2.34K
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.09% |
$960 - $1.09K
|
9.01K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-8- 0.15% |
$960 - $1.09K
|
5.2K
$682K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-10- 0.12% |
$1.2K - $1.36K
|
8.15K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 0.2% |
$1.32K - $1.49K
|
5.6K
$736K
|