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 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
61+ 1.0% |
$7.32K - $8.28K
|
6.14K
$810K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
60+ 2.32% |
$7.2K - $8.14K
|
2.64K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
60+ 0.5% |
$7.2K - $8.14K
|
12K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
59+ 0.23% |
$7.08K - $8.01K
|
25.9K
$3.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
54+ 0.7% |
$6.48K - $7.33K
|
7.74K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
54New |
$6.48K - $7.33K
|
54
$7.13K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
52+ 3.1% |
$6.24K - $7.06K
|
1.73K
$228K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
51+ 1.14% |
$6.12K - $6.92K
|
4.54K
$599K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.36% |
$6K - $6.79K
|
14K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
48+ 0.78% |
$5.76K - $6.52K
|
6.18K
$815K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
48+ 0.53% |
$5.76K - $6.52K
|
9.06K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
45+ 0.44% |
$5.4K - $6.11K
|
10.2K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
44+ 0.55% |
$5.28K - $5.97K
|
8.08K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
43+ 0.41% |
$5.16K - $5.84K
|
10.5K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
42+ 2.26% |
$5.04K - $5.7K
|
1.9K
$250K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
40+ 1.08% |
$4.8K - $5.43K
|
3.74K
$493K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 2.26% |
$4.44K - $5.02K
|
1.67K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
36+ 0.81% |
$4.32K - $4.89K
|
4.48K
$591K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
34+ 1.15% |
$4.08K - $4.62K
|
3K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
33+ 0.29% |
$3.96K - $4.48K
|
11.3K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
33+ 1.02% |
$3.96K - $4.48K
|
3.27K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
32+ 1.15% |
$3.84K - $4.34K
|
2.81K
$371K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
31+ 1.12% |
$3.72K - $4.21K
|
2.81K
$371K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
30+ 0.53% |
$3.6K - $4.07K
|
5.64K
$744K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
29+ 0.67% |
$3.48K - $3.94K
|
4.35K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29+ 0.09% |
$3.48K - $3.94K
|
31.7K
$4.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.37% |
$3.48K - $3.94K
|
7.76K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
27+ 1.43% |
$3.24K - $3.66K
|
1.92K
$253K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25+ 0.76% |
$3K - $3.39K
|
3.33K
$439K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
24+ 1.16% |
$2.88K - $3.26K
|
2.09K
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
23+ 0.69% |
$2.76K - $3.12K
|
3.37K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
22+ 0.4% |
$2.64K - $2.99K
|
5.56K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 0.67% |
$2.64K - $2.99K
|
3.31K
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22+ 0.16% |
$2.64K - $2.99K
|
13.8K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
20+ 0.26% |
$2.4K - $2.71K
|
7.62K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
20+ 0.09% |
$2.4K - $2.71K
|
23.2K
$3.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
19+ 14.5% |
$2.28K - $2.58K
|
150
$19.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18+ 0.77% |
$2.16K - $2.44K
|
2.35K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
18+ 0.21% |
$2.16K - $2.44K
|
8.7K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
17+ 0.96% |
$2.04K - $2.31K
|
1.79K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
17+ 0.7% |
$2.04K - $2.31K
|
2.44K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16+ 0.26% |
$1.92K - $2.17K
|
6.14K
$810K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.25% |
$1.8K - $2.04K
|
5.96K
$787K
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
15+ 0.0% |
$1.8K - $2.04K
|
681K
$89.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.76% |
$1.8K - $2.04K
|
1.99K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.11% |
$1.8K - $2.04K
|
13.6K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
14+ 0.71% |
$1.68K - $1.9K
|
1.98K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.53% |
$1.68K - $1.9K
|
2.66K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.5% |
$1.68K - $1.9K
|
2.79K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
14+ 1.11% |
$1.68K - $1.9K
|
1.28K
$169K
|