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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.08K+ 14.68% |
$130K - $147K
|
8.46K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.07K+ 2.6% |
$129K - $146K
|
42.3K
$5.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.07K+ 9.84% |
$128K - $145K
|
11.9K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.06K+ 6.74% |
$127K - $144K
|
16.8K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 2.22% |
$125K - $141K
|
47.8K
$6.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.03K+ 10.1% |
$124K - $140K
|
11.2K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
995+ 12.08% |
$119K - $135K
|
9.23K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
971+ 2.73% |
$117K - $132K
|
36.6K
$4.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
868+ 4.44% |
$104K - $118K
|
20.4K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
849+ 14.83% |
$102K - $115K
|
6.57K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
840+ 32.39% |
$101K - $114K
|
3.43K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
835+ 0.39% |
$100K - $113K
|
217K
$28.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
834+ 1.23% |
$100K - $113K
|
68.4K
$9.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
834+ 2.95% |
$100K - $113K
|
29.1K
$3.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
819+ 25.63% |
$98.3K - $111K
|
4.01K
$530K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
755+ 18.12% |
$90.6K - $102K
|
4.92K
$649K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
732+ 2.59% |
$87.8K - $99.4K
|
29K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
682New |
$81.8K - $92.6K
|
682
$90K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
681+ 35.62% |
$81.7K - $92.4K
|
2.59K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
680+ 3.28% |
$81.6K - $92.3K
|
21.4K
$2.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
675+ 33.7% |
$81K - $91.6K
|
2.68K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
661+ 1.66% |
$79.3K - $89.7K
|
40.5K
$5.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
656+ 1.26% |
$78.7K - $89K
|
52.8K
$6.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
649+ 38.33% |
$77.9K - $88.1K
|
2.34K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
649+ 2.46% |
$77.9K - $88.1K
|
27K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
648+ 13.17% |
$77.8K - $88K
|
5.57K
$735K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
634+ 16.37% |
$76.1K - $86.1K
|
4.51K
$595K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
606+ 11.12% |
$72.7K - $82.3K
|
6.06K
$799K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
605+ 4.34% |
$72.6K - $82.1K
|
14.5K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
597+ 14.03% |
$71.6K - $81K
|
4.85K
$640K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
593+ 6.18% |
$71.2K - $80.5K
|
10.2K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
590+ 2.83% |
$70.8K - $80.1K
|
21.4K
$2.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
569+ 1.74% |
$68.3K - $77.2K
|
33.3K
$4.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
551+ 6.94% |
$66.1K - $74.8K
|
8.49K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
541+ 1.41% |
$64.9K - $73.4K
|
39K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
540+ 11.64% |
$64.8K - $73.3K
|
5.18K
$684K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
528+ 20.75% |
$63.4K - $71.7K
|
3.07K
$405K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
517+ 57.44% |
$62K - $70.2K
|
1.42K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
514+ 1.67% |
$61.7K - $69.8K
|
31.4K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
512+ 2.0% |
$61.4K - $69.5K
|
26.1K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
501+ 72.71% |
$60.1K - $68K
|
1.19K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
492+ 4.84% |
$59K - $66.8K
|
10.7K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
492+ 48.71% |
$59K - $66.8K
|
1.5K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
491+ 0.33% |
$58.9K - $66.6K
|
149K
$19.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
480+ 2.8% |
$57.6K - $65.2K
|
17.6K
$2.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
465+ 4.76% |
$55.8K - $63.1K
|
10.2K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
455+ 12.05% |
$54.6K - $61.8K
|
4.23K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
432+ 9.14% |
$51.8K - $58.6K
|
5.16K
$681K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
429+ 2.26% |
$51.5K - $58.2K
|
19.4K
$2.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
416+ 4.15% |
$49.9K - $56.5K
|
10.5K
$1.38M
|