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 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.22KNew |
$126K - $145K
|
1.22K
$161K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 22.42% |
$124K - $143K
|
6.56K
$865K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.2K+ 9.49% |
$124K - $143K
|
13.9K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.18K+ 10.13% |
$121K - $140K
|
12.8K
$1.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.17K+ 2.96% |
$120K - $139K
|
40.7K
$5.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.15K+ 17.49% |
$118K - $137K
|
7.71K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.13KNew |
$116K - $134K
|
1.13K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.11K+ 13.68% |
$115K - $133K
|
9.26K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 23.83% |
$114K - $132K
|
5.76K
$760K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.09K+ 3.31% |
$112K - $130K
|
34K
$4.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.03K+ 30.65% |
$106K - $122K
|
4.37K
$577K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.02K+ 1457.14% |
$105K - $121K
|
1.09K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.01KNew |
$104K - $120K
|
1.01K
$133K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1K+ 21.89% |
$103K - $119K
|
5.57K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
997+ 2.13% |
$103K - $119K
|
47.8K
$6.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
985New |
$101K - $117K
|
985
$130K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
975+ 9.83% |
$100K - $116K
|
10.9K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
969+ 9.98% |
$99.8K - $115K
|
10.7K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
958New |
$98.6K - $114K
|
958
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
933+ 4.86% |
$96.1K - $111K
|
20.1K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
930+ 4.23% |
$95.8K - $111K
|
22.9K
$3.03M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
919+ 3.07% |
$94.6K - $109K
|
30.9K
$4.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
917+ 11.6% |
$94.4K - $109K
|
8.82K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
905+ 31.74% |
$93.2K - $108K
|
3.76K
$496K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
903+ 4.07% |
$93K - $108K
|
23.1K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
900+ 12.08% |
$92.7K - $107K
|
8.35K
$1.1M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
897+ 7.04% |
$92.4K - $107K
|
13.6K
$1.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
892+ 4.23% |
$91.8K - $106K
|
22K
$2.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
869+ 7.85% |
$89.5K - $103K
|
11.9K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
861+ 3.87% |
$88.7K - $103K
|
23.1K
$3.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
841+ 19.34% |
$86.6K - $100K
|
5.19K
$685K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
827+ 40.86% |
$85.2K - $98.5K
|
2.85K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
746+ 1.93% |
$76.8K - $88.8K
|
39.4K
$5.19M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
721+ 2.74% |
$74.2K - $85.8K
|
27K
$3.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
719+ 2.17% |
$74K - $85.6K
|
33.8K
$4.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
712+ 5.11% |
$73.3K - $84.8K
|
14.6K
$1.93M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
701New |
$72.2K - $83.5K
|
701
$92.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
690+ 14.07% |
$71K - $82.2K
|
5.59K
$738K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
680+ 244.6% |
$70K - $81K
|
958
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
677New |
$69.7K - $80.6K
|
677
$89.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
675+ 0.31% |
$69.5K - $80.4K
|
216K
$28.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
663+ 8.72% |
$68.3K - $78.9K
|
8.27K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
652+ 9.61% |
$67.1K - $77.6K
|
7.44K
$982K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
650+ 2.62% |
$66.9K - $77.4K
|
25.5K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
637+ 202.22% |
$65.6K - $75.8K
|
952
$126K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
635+ 3.14% |
$65.4K - $75.6K
|
20.9K
$2.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
620+ 28.74% |
$63.8K - $73.8K
|
2.78K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
613+ 7.69% |
$63.1K - $73K
|
8.59K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
607+ 0.84% |
$62.5K - $72.3K
|
73.2K
$9.66M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
588New |
$60.5K - $70K
|
588
$77.6K
|