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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-91- 14.22% |
$10.1K - $11.5K
|
549
$71.2K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-91- 0.68% |
$10.1K - $11.5K
|
13.4K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-92- 12.06% |
$10.2K - $11.6K
|
671
$87K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-93- 4.27% |
$10.3K - $11.8K
|
2.09K
$270K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-95- 2.54% |
$10.5K - $12K
|
3.65K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-99- 2.03% |
$11K - $12.5K
|
4.79K
$621K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-100- 1.46% |
$11.1K - $12.6K
|
6.73K
$873K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 2.74% |
$11.1K - $12.6K
|
3.56K
$461K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 13.04% |
$11.1K - $12.6K
|
667
$86.5K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 1.4% |
$11.1K - $12.6K
|
7.05K
$914K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-100- 5.17% |
$11.1K - $12.6K
|
1.84K
$238K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 0.95% |
$11.1K - $12.6K
|
10.5K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 1.64% |
$11.1K - $12.6K
|
5.99K
$777K
|
|
|
May 10, 2023
Q1 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-100- 0.61% |
$11.1K - $12.6K
|
16.3K
$2.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-100- 1.66% |
$11.1K - $12.6K
|
5.91K
$767K
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-102- 4.09% |
$11.3K - $12.9K
|
2.39K
$310K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-105- 2.97% |
$11.6K - $13.3K
|
3.43K
$445K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 1.92% |
$11.8K - $13.5K
|
5.46K
$708K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-111- 0.81% |
$12.3K - $14K
|
13.7K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-112- 3.58% |
$12.4K - $14.2K
|
3.01K
$391K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-115- 1.3% |
$12.7K - $14.5K
|
8.71K
$1.13M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-118- 0.82% |
$13.1K - $14.9K
|
14.2K
$1.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-123- 0.76% |
$13.6K - $15.5K
|
16.1K
$2.09M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-125- 3.49% |
$13.8K - $15.8K
|
3.46K
$448K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-130- 2.94% |
$14.4K - $16.4K
|
4.29K
$557K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-131- 0.28% |
$14.5K - $16.6K
|
47.5K
$6.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-133- 6.63% |
$14.7K - $16.8K
|
1.87K
$243K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-134- 1.49% |
$14.8K - $16.9K
|
8.84K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-135- 0.62% |
$14.9K - $17.1K
|
21.6K
$2.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-136- 4.29% |
$15.1K - $17.2K
|
3.03K
$393K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-137- 5.71% |
$15.2K - $17.3K
|
2.26K
$293K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-140- 1.69% |
$15.5K - $17.7K
|
8.16K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-140- 0.94% |
$15.5K - $17.7K
|
14.8K
$1.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-140- 4.81% |
$15.5K - $17.7K
|
2.77K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-140- 2.98% |
$15.5K - $17.7K
|
4.56K
$592K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-142- 1.84% |
$15.7K - $17.9K
|
7.56K
$981K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-144- 15.64% |
$15.9K - $18.2K
|
777
$101K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-148- 2.98% |
$16.4K - $18.7K
|
4.83K
$626K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-149- 2.24% |
$16.5K - $18.8K
|
6.5K
$843K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-150- 1.7% |
$16.6K - $19K
|
8.68K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-150- 4.64% |
$16.6K - $19K
|
3.08K
$399K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-150- 7.32% |
$16.6K - $19K
|
1.9K
$246K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-151- 4.7% |
$16.7K - $19.1K
|
3.06K
$397K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-154- 2.54% |
$17K - $19.5K
|
5.91K
$766K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-155- 1.97% |
$17.2K - $19.6K
|
7.71K
$1M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-156- 0.95% |
$17.3K - $19.7K
|
16.3K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-160- 0.61% |
$17.7K - $20.2K
|
25.9K
$3.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-170- 7.69% |
$18.8K - $21.5K
|
2.04K
$265K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-171- 1.34% |
$18.9K - $21.6K
|
12.6K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-175- 2.83% |
$19.4K - $22.1K
|
6K
$778K
|