Purchases and Sales Made in Q1 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.22MNew |
$467M - $533M
|
4.22M
$563M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.8MNew |
$199M - $227M
|
1.8M
$240M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
511K+ 59.98% |
$56.5M - $64.6M
|
1.36M
$182M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
311K+ 250847.58% |
$34.4M - $39.3M
|
311K
$41.6M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
152K+ 59.69% |
$16.8M - $19.2M
|
406K
$54.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111K+ 18.58% |
$12.2M - $14M
|
706K
$94.4M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
92.8K+ 1073.17% |
$10.3M - $11.7M
|
101K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
81.6K+ 34.74% |
$9.03M - $10.3M
|
316K
$42.3M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
64.3K+ 395.28% |
$7.11M - $8.12M
|
80.5K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
64.3K+ 34.15% |
$7.11M - $8.12M
|
252K
$33.7M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
60K+ 46.57% |
$6.64M - $7.59M
|
189K
$25.2M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
54K+ 19.1% |
$5.98M - $6.82M
|
337K
$45M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
50.4K+ 7.43% |
$5.57M - $6.36M
|
728K
$97.3M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
41.1K+ 15.01% |
$4.55M - $5.19M
|
315K
$42.1M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
40KNew |
$4.43M - $5.05M
|
40K
$5.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
37.2KNew |
$4.12M - $4.7M
|
37.2K
$4.98M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.5K+ 3.93% |
$3.93M - $4.48M
|
938K
$125M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.5K+ 3.93% |
$3.93M - $4.48M
|
938K
$125M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
34.8KNew |
$3.85M - $4.39M
|
34.8K
$4.65M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
34.4KNew |
$3.81M - $4.35M
|
34.4K
$4.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
33.7K+ 477.11% |
$3.74M - $4.26M
|
40.8K
$5.46M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.7K+ 1.96% |
$3.73M - $4.26M
|
1.75M
$234M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
32.7K+ 45.41% |
$3.62M - $4.14M
|
105K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.2K+ 166.03% |
$3.34M - $3.82M
|
48.4K
$6.47M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
28.6KNew |
$3.17M - $3.61M
|
28.6K
$3.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
28.2K+ 1411.0% |
$3.12M - $3.57M
|
30.2K
$4.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
27.6KNew |
$3.05M - $3.49M
|
27.6K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23KNew |
$2.54M - $2.9M
|
23K
$3.07M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
22KNew |
$2.44M - $2.78M
|
22K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.6K+ 3.26% |
$2.39M - $2.72M
|
683K
$91.3M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
21.5K+ 12.89% |
$2.38M - $2.72M
|
188K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20.4K+ 23.35% |
$2.26M - $2.58M
|
108K
$14.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
20.4KNew |
$2.26M - $2.58M
|
20.4K
$2.73M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1K+ 206.05% |
$2.11M - $2.41M
|
28.3K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19KNew |
$2.1M - $2.4M
|
19K
$2.53M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
18.3KNew |
$2.03M - $2.31M
|
18.3K
$2.45M
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
16.9KNew |
$1.87M - $2.14M
|
16.9K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.6K+ 21.27% |
$1.72M - $1.97M
|
88.8K
$11.9M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.3K+ 6.03% |
$1.69M - $1.93M
|
269K
$35.9M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
14.2KNew |
$1.58M - $1.8M
|
14.2K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.6K+ 12.45% |
$1.51M - $1.72M
|
123K
$16.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
13.5K+ 27.55% |
$1.49M - $1.71M
|
62.5K
$8.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
13.5K+ 32.93% |
$1.49M - $1.7M
|
54.4K
$7.26M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
13.2KNew |
$1.46M - $1.67M
|
13.2K
$1.76M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
13.1K+ 120.82% |
$1.45M - $1.66M
|
24K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$1.45M - $1.66M
|
13.1K
$1.75M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
12K+ 104.57% |
$1.33M - $1.52M
|
23.5K
$3.14M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
11.9K+ 28.15% |
$1.32M - $1.51M
|
54.4K
$7.27M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.9K+ 83.39% |
$1.31M - $1.5M
|
26.1K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.5K+ 12.81% |
$1.27M - $1.45M
|
101K
$13.5M
|