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 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-15- 0.3% |
$1.8K - $2.04K
|
4.93K
$647K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-16- 12.7% |
$1.92K - $2.17K
|
110
$14.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-16- 0.11% |
$1.92K - $2.17K
|
14K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-17- 0.37% |
$2.04K - $2.31K
|
4.63K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-18- 0.72% |
$2.16K - $2.44K
|
2.47K
$324K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-20- 2.46% |
$2.4K - $2.71K
|
793
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20- 0.23% |
$2.4K - $2.71K
|
8.51K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-20- 0.13% |
$2.4K - $2.71K
|
15.4K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-23- 0.07% |
$2.76K - $3.12K
|
34K
$4.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-23- 0.33% |
$2.76K - $3.12K
|
6.85K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23- 0.31% |
$2.76K - $3.12K
|
7.47K
$981K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-24- 0.23% |
$2.88K - $3.26K
|
10.2K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-25- 1.29% |
$3K - $3.39K
|
1.91K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.86% |
$3K - $3.39K
|
2.87K
$376K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-29- 1.31% |
$3.48K - $3.94K
|
2.18K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-30- 1.73% |
$3.6K - $4.07K
|
1.7K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30- 0.04% |
$3.6K - $4.07K
|
75.7K
$9.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-30- 0.33% |
$3.6K - $4.07K
|
9.01K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-31- 41.33% |
$3.72K - $4.21K
|
44
$5.78K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-32- 0.08% |
$3.84K - $4.34K
|
38.3K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-37- 1.37% |
$4.44K - $5.02K
|
2.67K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-38- 23.03% |
$4.56K - $5.16K
|
127
$16.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-39- 1.07% |
$4.68K - $5.29K
|
3.61K
$474K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-40- 1.24% |
$4.8K - $5.43K
|
3.19K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-40- 1.57% |
$4.8K - $5.43K
|
2.51K
$330K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-41- 0.96% |
$4.92K - $5.57K
|
4.23K
$556K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-41- 2.0% |
$4.92K - $5.57K
|
2.01K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-43- 1.02% |
$5.16K - $5.84K
|
4.16K
$546K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-44- 3.51% |
$5.28K - $5.97K
|
1.21K
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-45- 2.22% |
$5.4K - $6.11K
|
1.99K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-45- 0.6% |
$5.4K - $6.11K
|
7.44K
$977K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.35% |
$5.4K - $6.11K
|
13K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-46- 2.27% |
$5.52K - $6.24K
|
1.98K
$260K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-46- 2.75% |
$5.52K - $6.24K
|
1.62K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.34% |
$5.76K - $6.52K
|
3.54K
$465K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-49- 2.78% |
$5.88K - $6.65K
|
1.71K
$225K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 5.79% |
$6K - $6.79K
|
813
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-50- 2.0% |
$6K - $6.79K
|
2.45K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-52- 0.21% |
$6.24K - $7.06K
|
24.2K
$3.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-52- 0.79% |
$6.24K - $7.06K
|
6.5K
$853K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-52- 0.16% |
$6.24K - $7.06K
|
32K
$4.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-53- 1.24% |
$6.36K - $7.19K
|
4.21K
$553K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-55- 1.66% |
$6.6K - $7.47K
|
3.25K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-55- 1.43% |
$6.6K - $7.47K
|
3.78K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-55- 2.69% |
$6.6K - $7.47K
|
1.99K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-58- 2.58% |
$6.96K - $7.87K
|
2.19K
$288K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-58- 3.28% |
$6.96K - $7.87K
|
1.71K
$225K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-59- 2.23% |
$7.08K - $8.01K
|
2.59K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-60- 2.24% |
$7.2K - $8.14K
|
2.62K
$344K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-60- 2.79% |
$7.2K - $8.14K
|
2.09K
$274K
|