Purchases and Sales Made in Q4 2023 in Ishares Emerging Markets Divid (DVYE)
This table provides information about the institutional ownership of Ishares Emerging Markets Divid (DVYE) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES EMERGING MARKETS DIVID.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-3.72K- 31.23% |
$85.4K - $99.1K
|
8.19K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.96K- 2.06% |
$90.8K - $105K
|
188K
$5.13M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.98K- 3.85% |
$91.4K - $106K
|
99.3K
$2.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.24K- 4.76% |
$97.4K - $113K
|
84.9K
$2.31M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.51K- 3.07% |
$104K - $120K
|
143K
$3.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.65K- 6.03% |
$107K - $124K
|
72.4K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.16K- 69.5% |
$118K - $138K
|
2.26K
$61.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.4K- 6.71% |
$124K - $144K
|
75.1K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.17K- 37.4% |
$165K - $191K
|
12K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.44K- 12.11% |
$171K - $198K
|
54K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.45K- 51.56% |
$171K - $199K
|
7K
$191K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.65K- 8.32% |
$199K - $230K
|
95.3K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.92K- 98.41% |
$228K - $264K
|
160
$4.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.3K- 10.08% |
$282K - $328K
|
110K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-12.4K- 4.12% |
$285K - $331K
|
289K
$7.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-17.3K- 10.4% |
$398K - $461K
|
149K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-17.9K- 41.23% |
$411K - $478K
|
25.5K
$696K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-22.8K- 19.63% |
$524K - $609K
|
93.5K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.7K- 2.96% |
$637K - $739K
|
908K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.3K- 3.11% |
$649K - $754K
|
880K
$24M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-28.9K- 4.22% |
$664K - $771K
|
656K
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33.5K- 13.42% |
$769K - $893K
|
216K
$5.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-70.4K- 30.3% |
$1.62M - $1.88M
|
162K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-142K- 10.68% |
$3.26M - $3.79M
|
1.19M
$32.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-182K- 95.09% |
$4.18M - $4.85M
|
9.39K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-255K- 29.32% |
$5.85M - $6.79M
|
614K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-368K- 74.14% |
$8.46M - $9.82M
|
129K
$3.5M
|