Purchases and Sales Made in Q4 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.39M+ 12638.29% |
$246M - $284M
|
2.41M
$318M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
708K+ 11.49% |
$72.9M - $84.3M
|
6.87M
$907M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
572K+ 46.9% |
$58.9M - $68.1M
|
1.79M
$237M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
412K+ 29.84% |
$42.4M - $49.1M
|
1.79M
$237M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
393K+ 15.24% |
$40.5M - $46.8M
|
2.97M
$392M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
345K+ 2877691.75% |
$35.6M - $41.1M
|
345K
$45.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
211K+ 109.97% |
$21.7M - $25.1M
|
403K
$53.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
147KNew |
$15.1M - $17.5M
|
147K
$19.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
84.3K+ 5.93% |
$8.68M - $10M
|
1.51M
$199M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
79.7KNew |
$8.21M - $9.49M
|
79.7K
$10.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
71.1K+ 372.14% |
$7.32M - $8.46M
|
90.2K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
58.9K+ 34.39% |
$6.06M - $7.01M
|
230K
$30.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53.7K+ 20.03% |
$5.53M - $6.4M
|
322K
$42.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
49KNew |
$5.04M - $5.83M
|
49K
$6.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
45.5KNew |
$4.69M - $5.42M
|
45.5K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.4K+ 2.92% |
$4.37M - $5.05M
|
1.5M
$197M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
36.9KNew |
$3.8M - $4.4M
|
36.9K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
36.1KNew |
$3.72M - $4.3M
|
36.1K
$4.76M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
36KNew |
$3.71M - $4.29M
|
36K
$4.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
32.7KNew |
$3.37M - $3.89M
|
32.7K
$4.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.3K+ 74.31% |
$3.22M - $3.72M
|
73.4K
$9.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29K+ 23.55% |
$2.98M - $3.45M
|
152K
$20.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
BUY
|
- |
25KNew |
$2.57M - $2.98M
|
25K
$3.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
22.7KNew |
$2.34M - $2.71M
|
22.7K
$3M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
22KNew |
$2.26M - $2.62M
|
22K
$2.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
20.3K+ 1049.04% |
$2.09M - $2.41M
|
22.2K
$2.93M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
19KNew |
$1.96M - $2.26M
|
19K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
17.5KNew |
$1.81M - $2.09M
|
17.5K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17.5K+ 495.35% |
$1.8M - $2.08M
|
21K
$2.77M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
16.8KNew |
$1.73M - $2M
|
16.8K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
15.9KNew |
$1.64M - $1.89M
|
15.9K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
15.9K+ 6.06% |
$1.64M - $1.89M
|
278K
$36.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.8K+ 5.68% |
$1.63M - $1.88M
|
294K
$38.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
15.7K+ 200.09% |
$1.62M - $1.87M
|
23.6K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.6K+ 2.3% |
$1.51M - $1.74M
|
649K
$85.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.3K+ 144.52% |
$1.47M - $1.7M
|
24.2K
$3.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.1KNew |
$1.45M - $1.68M
|
14.1K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
13.9K+ 3475.0% |
$1.43M - $1.65M
|
14.3K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9KNew |
$1.43M - $1.65M
|
13.9K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
13.7KNew |
$1.41M - $1.63M
|
13.7K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
12.8K+ 63.15% |
$1.31M - $1.52M
|
33K
$4.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
12.7K+ 15.15% |
$1.31M - $1.52M
|
96.9K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.3KNew |
$1.27M - $1.47M
|
12.3K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
12.3KNew |
$1.26M - $1.46M
|
12.3K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.8KNew |
$1.22M - $1.41M
|
11.8K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 2.83% |
$1.17M - $1.35M
|
413K
$54.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.1KNew |
$1.15M - $1.33M
|
11.1K
$1.47M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11KNew |
$1.13M - $1.31M
|
11K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
10.8KNew |
$1.12M - $1.29M
|
10.8K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.6K+ 246.12% |
$1.09M - $1.26M
|
14.9K
$1.97M
|