Purchases and Sales Made in Q2 2023 in Proshares Tr S&P Tech Divid Ar (TDV)
This table provides information about the institutional ownership of Proshares Tr S&P Tech Divid Ar (TDV) during Q2 2023. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P TECH DIVID AR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
106KNew |
$6.1M - $6.99M
|
106K
$8.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.3K+ 31.61% |
$3.6M - $4.13M
|
259K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
46.9K+ 1727.75% |
$2.71M - $3.11M
|
49.6K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.2K+ 57.4% |
$2.04M - $2.33M
|
96.6K
$7.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.7K+ 32.14% |
$1.48M - $1.7M
|
105K
$8.13M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
24.9K+ 177.39% |
$1.44M - $1.65M
|
38.9K
$3M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.4K+ 124.72% |
$1.41M - $1.62M
|
44K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.4K+ 124.72% |
$1.41M - $1.62M
|
44K
$3.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 273.18% |
$1.37M - $1.57M
|
32.4K
$2.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
22.9KNew |
$1.32M - $1.51M
|
22.9K
$1.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 38.31% |
$1.19M - $1.36M
|
74.3K
$5.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
12.2K+ 72.26% |
$707K - $810K
|
29.1K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1KNew |
$584K - $669K
|
10.1K
$778K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.65K+ 21.73% |
$558K - $639K
|
54.1K
$4.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
7.99KNew |
$462K - $529K
|
7.99K
$616K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.79K+ 4.98% |
$450K - $516K
|
164K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.71K+ 10.66% |
$445K - $511K
|
80K
$6.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.29KNew |
$306K - $351K
|
5.29K
$408K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.14K+ 1714.0% |
$297K - $341K
|
5.44K
$419K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.77KNew |
$276K - $316K
|
4.77K
$368K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.27KNew |
$247K - $283K
|
4.27K
$329K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.12KNew |
$238K - $273K
|
4.12K
$317K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.8K+ 86.2% |
$219K - $252K
|
8.2K
$632K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.66K+ 111.95% |
$212K - $243K
|
6.94K
$535K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.6KNew |
$208K - $239K
|
3.6K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.97K+ 2.3% |
$172K - $197K
|
132K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.24K+ 51.59% |
$130K - $149K
|
6.59K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.97K+ 226.9% |
$114K - $131K
|
2.84K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
916+ 2.71% |
$52.9K - $60.7K
|
34.8K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
670+ 385.06% |
$38.7K - $44.4K
|
844
$65K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
469New |
$27.1K - $31.1K
|
469
$36.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
454+ 4.81% |
$26.2K - $30.1K
|
9.89K
$762K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
447+ 36.85% |
$25.8K - $29.6K
|
1.66K
$128K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
402+ 9.65% |
$23.2K - $26.6K
|
4.57K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
164+ 1.91% |
$9.48K - $10.9K
|
8.77K
$676K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
149+ 1.03% |
$8.61K - $9.87K
|
14.6K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
100+ 31.15% |
$5.78K - $6.63K
|
421
$32.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
23+ 0.56% |
$1.33K - $1.52K
|
4.1K
$316K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-15- 27.78% |
$867 - $994
|
39
$3.01K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-423- 1.05% |
$24.4K - $28K
|
39.8K
$3.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-502- 4.93% |
$29K - $33.3K
|
9.68K
$746K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-740- 15.74% |
$42.8K - $49K
|
3.96K
$305K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.12KClosed |
$64.7K - $74.2K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.59K- 45.37% |
$208K - $238K
|
4.32K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.22K- 3.64% |
$244K - $279K
|
112K
$8.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.04K- 15.64% |
$465K - $533K
|
43.4K
$3.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.9K- 26.08% |
$801K - $918K
|
39.3K
$3.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-61.6K- 95.78% |
$3.56M - $4.08M
|
2.71K
$209K
|