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 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5- 0.23% |
$600 - $679
|
2.15K
$280K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5- 9.09% |
$600 - $679
|
50
$6.52K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5- 0.29% |
$600 - $679
|
1.71K
$223K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-5- 0.17% |
$600 - $679
|
2.86K
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5- 0.1% |
$600 - $679
|
4.82K
$628K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.03% |
$600 - $679
|
16.3K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7- 0.13% |
$840 - $950
|
5.5K
$716K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-7- 0.4% |
$840 - $950
|
1.75K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-8- 0.34% |
$960 - $1.09K
|
2.34K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.09% |
$960 - $1.09K
|
9.01K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 1.81% |
$960 - $1.09K
|
434
$56.6K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-8- 0.15% |
$960 - $1.09K
|
5.2K
$677K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-10- 0.12% |
$1.2K - $1.36K
|
8.15K
$1.06M
|
|
|
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
$730K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-15- 0.3% |
$1.8K - $2.04K
|
4.93K
$643K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-16- 12.7% |
$1.92K - $2.17K
|
110
$14.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-16- 0.11% |
$1.92K - $2.17K
|
14K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-17- 0.37% |
$2.04K - $2.31K
|
4.63K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-18- 0.72% |
$2.16K - $2.44K
|
2.47K
$321K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-18- 0.18% |
$2.16K - $2.44K
|
9.78K
$1.27M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-20- 2.46% |
$2.4K - $2.71K
|
793
$103K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-20- 0.13% |
$2.4K - $2.71K
|
15.4K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20- 0.23% |
$2.4K - $2.71K
|
8.51K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-23- 0.07% |
$2.76K - $3.12K
|
34K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23- 0.31% |
$2.76K - $3.12K
|
7.47K
$974K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-23- 0.33% |
$2.76K - $3.12K
|
6.85K
$893K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-24- 0.23% |
$2.88K - $3.26K
|
10.2K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-25- 1.29% |
$3K - $3.39K
|
1.91K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.86% |
$3K - $3.39K
|
2.87K
$374K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-29- 1.31% |
$3.48K - $3.94K
|
2.18K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30- 0.04% |
$3.6K - $4.07K
|
75.7K
$9.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-30- 0.33% |
$3.6K - $4.07K
|
9.01K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-30- 1.73% |
$3.6K - $4.07K
|
1.7K
$222K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-31- 41.33% |
$3.72K - $4.21K
|
44
$5.73K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-32- 0.08% |
$3.84K - $4.34K
|
38.3K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-37- 1.37% |
$4.44K - $5.02K
|
2.67K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-38- 23.03% |
$4.56K - $5.16K
|
127
$16.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-39- 1.07% |
$4.68K - $5.29K
|
3.61K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-40- 1.24% |
$4.8K - $5.43K
|
3.19K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-40- 1.57% |
$4.8K - $5.43K
|
2.51K
$328K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-41- 0.96% |
$4.92K - $5.57K
|
4.23K
$552K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-41- 2.0% |
$4.92K - $5.57K
|
2.01K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-43- 1.02% |
$5.16K - $5.84K
|
4.16K
$542K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-44- 3.51% |
$5.28K - $5.97K
|
1.21K
$158K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-45- 0.6% |
$5.4K - $6.11K
|
7.44K
$970K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-45- 2.22% |
$5.4K - $6.11K
|
1.99K
$259K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.35% |
$5.4K - $6.11K
|
13K
$1.69M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-46- 2.75% |
$5.52K - $6.24K
|
1.62K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-46- 2.27% |
$5.52K - $6.24K
|
1.98K
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.34% |
$5.76K - $6.52K
|
3.54K
$462K
|