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 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.05KNew |
$846K - $957K
|
7.05K
$930K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.01K+ 0.51% |
$841K - $952K
|
1.38M
$182M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.01K+ 0.51% |
$841K - $952K
|
1.38M
$182M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.91K+ 138.76% |
$829K - $938K
|
11.9K
$1.57M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.88K+ 17.18% |
$825K - $934K
|
46.9K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.7KNew |
$804K - $909K
|
6.7K
$884K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.64K+ 18.96% |
$797K - $902K
|
41.7K
$5.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.48K+ 51.34% |
$778K - $880K
|
19.1K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.41K+ 146.53% |
$769K - $870K
|
10.8K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.07K+ 1.55% |
$728K - $824K
|
398K
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.97K+ 1.27% |
$716K - $810K
|
477K
$63M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.84K+ 2.47% |
$700K - $792K
|
242K
$32M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.62K+ 58.21% |
$675K - $763K
|
15.3K
$2.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.59K+ 6.09% |
$670K - $758K
|
97.3K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.52K+ 302.36% |
$662K - $749K
|
7.34K
$968K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.46KNew |
$655K - $740K
|
5.46K
$720K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.43K+ 8.18% |
$652K - $737K
|
71.8K
$9.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.31K+ 98.12% |
$637K - $721K
|
10.7K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5.26K+ 21.8% |
$631K - $714K
|
29.4K
$3.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.22K+ 2.71% |
$626K - $708K
|
198K
$26.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.22K+ 94.65% |
$626K - $708K
|
10.7K
$1.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.21K+ 276.77% |
$625K - $707K
|
7.09K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.98KNew |
$597K - $675K
|
4.98K
$657K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.84K+ 39.03% |
$581K - $657K
|
17.2K
$2.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.55K+ 14.98% |
$546K - $618K
|
34.9K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.55K+ 2.17% |
$546K - $617K
|
214K
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.5K+ 5.04% |
$540K - $611K
|
93.7K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.43K+ 16.85% |
$531K - $601K
|
30.7K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.24K+ 6.35% |
$509K - $575K
|
70.9K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.16K+ 31.93% |
$500K - $565K
|
17.2K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.08K+ 2.83% |
$490K - $554K
|
148K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.04K+ 56.57% |
$485K - $549K
|
11.2K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.02K+ 9.07% |
$482K - $545K
|
48.3K
$6.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
4K+ 163.33% |
$480K - $543K
|
6.45K
$851K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.71K+ 186.91% |
$446K - $504K
|
5.7K
$752K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.69KNew |
$443K - $501K
|
3.69K
$487K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.57K+ 1832.82% |
$429K - $485K
|
3.77K
$497K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.48K+ 6.56% |
$418K - $473K
|
56.6K
$7.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
3.43KNew |
$412K - $466K
|
3.43K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.38KNew |
$405K - $458K
|
3.38K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.33K+ 3.29% |
$399K - $451K
|
104K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.32KNew |
$399K - $451K
|
3.32K
$439K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.27K+ 888.59% |
$392K - $444K
|
3.64K
$480K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.22K+ 3.07% |
$386K - $437K
|
108K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.06K+ 14.21% |
$368K - $416K
|
24.6K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.06K+ 56.99% |
$367K - $415K
|
8.43K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
3.02K+ 9.41% |
$362K - $410K
|
35.1K
$4.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
3KNew |
$360K - $407K
|
3K
$396K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.94K+ 2.09% |
$353K - $399K
|
144K
$19M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.94K+ 12.44% |
$352K - $399K
|
26.6K
$3.5M
|