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
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 2.62% |
$48K - $54.3K
|
15.7K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
396+ 3.74% |
$47.5K - $53.8K
|
11K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
388+ 3.4% |
$46.6K - $52.7K
|
11.8K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
386+ 137.37% |
$46.3K - $52.4K
|
667
$88K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
380+ 3.22% |
$45.6K - $51.6K
|
12.2K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 0.44% |
$45K - $50.9K
|
85.9K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
371New |
$44.5K - $50.4K
|
371
$49K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
363+ 1.13% |
$43.6K - $49.3K
|
32.4K
$4.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
363+ 1.62% |
$43.6K - $49.3K
|
22.8K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
359+ 1.44% |
$43.1K - $48.7K
|
25.3K
$3.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
353+ 9.92% |
$42.4K - $47.9K
|
3.91K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
350+ 3.16% |
$42K - $47.5K
|
11.4K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
350+ 2.9% |
$42K - $47.5K
|
12.4K
$1.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
345+ 1.86% |
$41.4K - $46.8K
|
18.9K
$2.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
331+ 2.11% |
$39.7K - $44.9K
|
16K
$2.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
325+ 2.57% |
$39K - $44.1K
|
13K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
306+ 637.5% |
$36.7K - $41.5K
|
354
$46.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
303+ 0.31% |
$36.4K - $41.1K
|
99.5K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
303+ 13.9% |
$36.4K - $41.1K
|
2.48K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
302+ 13.93% |
$36.2K - $41K
|
2.47K
$326K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
300+ 4.26% |
$36K - $40.7K
|
7.35K
$969K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
300+ 1.32% |
$36K - $40.7K
|
23K
$3.04M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
291+ 1455.0% |
$34.9K - $39.5K
|
311
$41K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
290+ 17.26% |
$34.8K - $39.4K
|
1.97K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
290+ 12.16% |
$34.8K - $39.4K
|
2.67K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
290+ 0.8% |
$34.8K - $39.4K
|
36.7K
$4.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
287+ 4.62% |
$34.4K - $39K
|
6.5K
$857K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
279+ 1.85% |
$33.5K - $37.9K
|
15.4K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
279+ 1.64% |
$33.5K - $37.9K
|
17.3K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
272+ 5.89% |
$32.6K - $36.9K
|
4.89K
$645K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
264New |
$31.7K - $35.8K
|
264
$34.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
259+ 1.03% |
$31.1K - $35.2K
|
25.3K
$3.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
257+ 1.03% |
$30.8K - $34.9K
|
25.3K
$3.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
249+ 0.84% |
$29.9K - $33.8K
|
29.8K
$3.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
245+ 0.76% |
$29.4K - $33.3K
|
32.5K
$4.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
237+ 4.78% |
$28.4K - $32.2K
|
5.19K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
235+ 0.86% |
$28.2K - $31.9K
|
27.6K
$3.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
229+ 1.68% |
$27.5K - $31.1K
|
13.8K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
228+ 18.0% |
$27.4K - $30.9K
|
1.5K
$197K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
228+ 1.61% |
$27.4K - $30.9K
|
14.4K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
210+ 1.97% |
$25.2K - $28.5K
|
10.8K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
209+ 0.52% |
$25.1K - $28.4K
|
40.3K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
208+ 2.64% |
$25K - $28.2K
|
8.1K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
207+ 2.65% |
$24.8K - $28.1K
|
8.02K
$1.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
204+ 6.39% |
$24.5K - $27.7K
|
3.4K
$448K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
202+ 4.07% |
$24.2K - $27.4K
|
5.17K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
196+ 11.76% |
$23.5K - $26.6K
|
1.86K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
189+ 2.42% |
$22.7K - $25.7K
|
8.01K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
188+ 0.49% |
$22.6K - $25.5K
|
38.9K
$5.14M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
187+ 7.9% |
$22.4K - $25.4K
|
2.55K
$337K
|