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 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-183- 7.53% |
$20.3K - $23.1K
|
2.25K
$300K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-185- 99.46% |
$20.5K - $23.4K
|
1
$134
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-185- 0.8% |
$20.5K - $23.4K
|
23K
$3.07M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-190- 20.61% |
$21K - $24K
|
732
$97.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-191- 3.24% |
$21.1K - $24.1K
|
5.7K
$762K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-196- 1.67% |
$21.7K - $24.8K
|
11.5K
$1.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-197- 0.79% |
$21.8K - $24.9K
|
24.8K
$3.32M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-198- 30.89% |
$21.9K - $25K
|
443
$59.2K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-200- 4.17% |
$22.1K - $25.3K
|
4.6K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-200- 32.63% |
$22.1K - $25.3K
|
413
$55.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-200- 2.87% |
$22.1K - $25.3K
|
6.76K
$904K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-200- 6.84% |
$22.1K - $25.3K
|
2.73K
$364K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-201- 2.55% |
$22.2K - $25.4K
|
7.68K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-203- 2.5% |
$22.5K - $25.7K
|
7.91K
$1.06M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-205- 3.84% |
$22.7K - $25.9K
|
5.14K
$687K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-209- 3.51% |
$23.1K - $26.4K
|
5.75K
$769K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-210- 8.46% |
$23.2K - $26.5K
|
2.27K
$304K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-210- 10.97% |
$23.2K - $26.5K
|
1.71K
$228K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-211- 0.6% |
$23.4K - $26.7K
|
35.1K
$4.69M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-213- 1.41% |
$23.6K - $26.9K
|
14.9K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-215- 1.84% |
$23.8K - $27.2K
|
11.5K
$1.54M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-217- 0.54% |
$24K - $27.4K
|
40.3K
$5.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-225- 6.65% |
$24.9K - $28.4K
|
3.16K
$422K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-225- 6.8% |
$24.9K - $28.4K
|
3.09K
$412K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-227- 4.34% |
$25.1K - $28.7K
|
5K
$669K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-231- 5.52% |
$25.6K - $29.2K
|
3.96K
$529K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-235- 0.36% |
$26K - $29.7K
|
64.6K
$8.63M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-240- 7.04% |
$26.6K - $30.3K
|
3.17K
$423K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-242- 10.1% |
$26.8K - $30.6K
|
2.15K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-244- 1.97% |
$27K - $30.8K
|
12.2K
$1.63M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-244- 2.52% |
$27K - $30.8K
|
9.46K
$1.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-246- 0.37% |
$27.2K - $31.1K
|
66.6K
$8.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-246- 2.01% |
$27.2K - $31.1K
|
12K
$1.61M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-247- 10.19% |
$27.3K - $31.2K
|
2.18K
$291K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-250- 0.21% |
$27.7K - $31.6K
|
118K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-257- 11.68% |
$28.4K - $32.5K
|
1.94K
$260K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-268- 4.68% |
$29.7K - $33.9K
|
5.46K
$730K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-282- 1.08% |
$31.2K - $35.6K
|
25.9K
$3.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-283- 12.29% |
$31.3K - $35.8K
|
2.02K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-285- 89.34% |
$31.5K - $36K
|
34
$4.54K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-287- 2.38% |
$31.8K - $36.3K
|
11.8K
$1.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-298- 0.41% |
$33K - $37.7K
|
72.6K
$9.7M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-299- 7.46% |
$33.1K - $37.8K
|
3.71K
$496K
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-300- 8.92% |
$33.2K - $37.9K
|
3.07K
$410K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-300- 7.47% |
$33.2K - $37.9K
|
3.72K
$497K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-300- 1.74% |
$33.2K - $37.9K
|
16.9K
$2.26M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-310- 2.4% |
$34.3K - $39.2K
|
12.6K
$1.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-311- 6.4% |
$34.4K - $39.3K
|
4.55K
$608K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-313- 4.99% |
$34.6K - $39.6K
|
5.96K
$796K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-327- 14.33% |
$36.2K - $41.3K
|
1.96K
$261K
|