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
|
Venture Visionary Partners LLC
|
SELL
|
- |
-431- 3.08% |
$51.7K - $58.5K
|
13.5K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-434- 4.46% |
$52.1K - $58.9K
|
9.29K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-450- 8.35% |
$54K - $61.1K
|
4.94K
$649K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-466- 1.26% |
$55.9K - $63.3K
|
36.4K
$4.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-481- 5.99% |
$57.7K - $65.3K
|
7.55K
$991K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-486- 23.67% |
$58.3K - $66K
|
1.57K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-499- 16.13% |
$59.9K - $67.7K
|
2.59K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-502- 7.07% |
$60.2K - $68.1K
|
6.6K
$867K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-508- 14.31% |
$61K - $69K
|
3.04K
$399K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-511- 15.59% |
$61.3K - $69.4K
|
2.77K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-514- 3.53% |
$61.7K - $69.8K
|
14K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-517- 9.68% |
$62K - $70.2K
|
4.82K
$633K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-523- 5.25% |
$62.8K - $71K
|
9.44K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-525- 22.78% |
$63K - $71.3K
|
1.78K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-525- 6.64% |
$63K - $71.3K
|
7.38K
$969K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-533- 21.41% |
$64K - $72.3K
|
1.96K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-536- 12.73% |
$64.3K - $72.8K
|
3.67K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-538- 4.1% |
$64.6K - $73K
|
12.6K
$1.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-554- 0.2% |
$66.5K - $75.2K
|
283K
$37.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-561- 0.24% |
$67.3K - $76.2K
|
233K
$30.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-566- 0.98% |
$67.9K - $76.8K
|
57.2K
$7.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-566- 5.77% |
$67.9K - $76.8K
|
9.24K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-582- 4.93% |
$69.8K - $79K
|
11.2K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-584- 8.27% |
$70.1K - $79.3K
|
6.47K
$850K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-589- 3.12% |
$70.7K - $80K
|
18.3K
$2.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-595- 21.02% |
$71.4K - $80.8K
|
2.24K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-601- 2.8% |
$72.1K - $81.6K
|
20.8K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-607- 13.63% |
$72.8K - $82.4K
|
3.85K
$505K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-610- 15.7% |
$73.2K - $82.8K
|
3.28K
$430K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-613- 8.34% |
$73.6K - $83.2K
|
6.74K
$885K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-615- 4.08% |
$73.8K - $83.5K
|
14.5K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-636- 2.95% |
$76.3K - $86.3K
|
20.9K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-638- 2.45% |
$76.6K - $86.6K
|
25.4K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-652- 9.93% |
$78.2K - $88.5K
|
5.91K
$776K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-658- 5.55% |
$79K - $89.3K
|
11.2K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-700- 26.27% |
$84K - $95K
|
1.97K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-702- 3.34% |
$84.2K - $95.3K
|
20.3K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-707- 16.3% |
$84.8K - $96K
|
3.63K
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-709- 12.77% |
$85.1K - $96.2K
|
4.84K
$636K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-711- 4.43% |
$85.3K - $96.5K
|
15.3K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-720- 0.1% |
$86.4K - $97.7K
|
718K
$94.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-727- 20.87% |
$87.2K - $98.7K
|
2.76K
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-742- 6.49% |
$89K - $101K
|
10.7K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-750- 12.65% |
$90K - $102K
|
5.18K
$680K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-759- 15.4% |
$91.1K - $103K
|
4.17K
$547K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-766- 65.3% |
$91.9K - $104K
|
407
$53.4K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-769- 26.16% |
$92.3K - $104K
|
2.17K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-772- 2.83% |
$92.6K - $105K
|
26.5K
$3.48M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-772- 3.41% |
$92.6K - $105K
|
21.9K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-788- 3.32% |
$94.6K - $107K
|
23K
$3.02M
|