Purchases and Sales Made in Q4 2023 in Blackrock ETF Tr U S Equity Fa (DYNF)
This table provides information about the institutional ownership of Blackrock ETF Tr U S Equity Fa (DYNF) during Q4 2023. The information is specifically focused on institutions that hold shares of BLACKROCK ETF TR U S EQUITY FA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
560KNew |
$18.7M - $22.4M
|
560K
$29.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
547KNew |
$18.2M - $21.8M
|
547K
$28.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
228KNew |
$7.61M - $9.1M
|
228K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
128KNew |
$4.28M - $5.12M
|
128K
$6.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
83.5KNew |
$2.79M - $3.33M
|
83.5K
$4.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
57.6KNew |
$1.92M - $2.3M
|
57.6K
$3.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.6K+ 357.74% |
$1.45M - $1.74M
|
55.7K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
41.9KNew |
$1.4M - $1.67M
|
41.9K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.7K+ 93.79% |
$1.36M - $1.62M
|
84.1K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.5KNew |
$1.12M - $1.34M
|
33.5K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
29.9KNew |
$997K - $1.19M
|
29.9K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
27.4KNew |
$915K - $1.09M
|
27.4K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
25.4K+ 71.58% |
$849K - $1.02M
|
61K
$3.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
21.8KNew |
$728K - $870K
|
21.8K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
15K+ 12.2% |
$499K - $597K
|
138K
$7.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.3KNew |
$476K - $569K
|
14.3K
$744K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.17KNew |
$239K - $286K
|
7.17K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.38KNew |
$213K - $255K
|
6.38K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.85KNew |
$195K - $233K
|
5.85K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.81K+ 98.57% |
$194K - $232K
|
11.7K
$611K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
5.12KNew |
$171K - $204K
|
5.12K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.38K+ 44.38% |
$146K - $175K
|
14.3K
$744K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.69KNew |
$89.6K - $107K
|
2.69K
$140K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
728New |
$24.3K - $29K
|
728
$38K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
285+ 208.03% |
$9.51K - $11.4K
|
422
$22K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 42.74% |
$3.34K - $3.99K
|
334
$17.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13+ 0.2% |
$434 - $519
|
6.65K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11- 3.53% |
$367 - $439
|
301
$15.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-132- 1.89% |
$4.4K - $5.27K
|
6.84K
$357K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-233- 0.76% |
$7.78K - $9.3K
|
30.6K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-461- 1.97% |
$15.4K - $18.4K
|
22.9K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.67K- 5.73% |
$55.6K - $66.5K
|
27.4K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.13K- 12.42% |
$71.1K - $85K
|
15K
$784K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.83K- 2.59% |
$161K - $193K
|
181K
$9.47M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.97M- 100.0% |
$232M - $278M
|
301
$15.7K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.6M- 99.38% |
$452M - $541M
|
84.1K
$4.39M
|