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 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-327- 9.27% |
$36.2K - $41.3K
|
3.2K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-330- 6.56% |
$36.5K - $41.7K
|
4.7K
$628K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-334- 46.52% |
$37K - $42.2K
|
384
$51.3K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-335- 2.16% |
$37.1K - $42.3K
|
15.2K
$2.03M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-339- 2.0% |
$37.5K - $42.8K
|
16.6K
$2.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-350- 64.1% |
$38.7K - $44.2K
|
196
$26.2K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-356- 12.55% |
$39.4K - $45K
|
2.48K
$332K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-357- 66.73% |
$39.5K - $45.1K
|
178
$23.8K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-364- 5.68% |
$40.3K - $46K
|
6.05K
$809K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-367- 0.84% |
$40.6K - $46.4K
|
43.6K
$5.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-370- 2.55% |
$41K - $46.8K
|
14.1K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-371- 8.11% |
$41.1K - $46.9K
|
4.2K
$562K
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-373- 3.69% |
$41.3K - $47.1K
|
9.74K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-391- 0.85% |
$43.3K - $49.4K
|
45.4K
$6.07M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-400- 6.13% |
$44.3K - $50.6K
|
6.13K
$819K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-407- 1.35% |
$45K - $51.4K
|
29.8K
$3.99M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-408- 1.42% |
$45.2K - $51.6K
|
28.4K
$3.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-410- 77.36% |
$45.4K - $51.8K
|
120
$16K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-414- 19.27% |
$45.8K - $52.3K
|
1.73K
$232K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-424- 56.91% |
$46.9K - $53.6K
|
321
$42.9K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-426- 2.71% |
$47.1K - $53.8K
|
15.3K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-428- 1.41% |
$47.4K - $54.1K
|
29.9K
$3.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-429- 4.49% |
$47.5K - $54.2K
|
9.12K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-436- 4.49% |
$48.3K - $55.1K
|
9.27K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-436- 16.33% |
$48.3K - $55.1K
|
2.23K
$299K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-441- 1.05% |
$48.8K - $55.7K
|
41.7K
$5.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-445- 0.69% |
$49.3K - $56.2K
|
63.8K
$8.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-456- 2.34% |
$50.5K - $57.6K
|
19K
$2.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-465- 2.89% |
$51.5K - $58.8K
|
15.6K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-466- 6.03% |
$51.6K - $58.9K
|
7.26K
$970K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-469- 14.93% |
$51.9K - $59.3K
|
2.67K
$357K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-477- 0.4% |
$52.8K - $60.3K
|
119K
$15.9M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-495- 3.91% |
$54.8K - $62.6K
|
12.2K
$1.63M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-499- 11.0% |
$55.2K - $63.1K
|
4.04K
$540K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-500- 16.5% |
$55.3K - $63.2K
|
2.53K
$338K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-502- 3.6% |
$55.6K - $63.4K
|
13.4K
$1.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-513- 3.81% |
$56.8K - $64.8K
|
13K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-525- 2.47% |
$58.1K - $66.3K
|
20.7K
$2.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-534- 12.44% |
$59.1K - $67.5K
|
3.76K
$502K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-536- 3.49% |
$59.3K - $67.7K
|
14.8K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-541- 28.18% |
$59.9K - $68.4K
|
1.38K
$184K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-541- 10.92% |
$59.9K - $68.4K
|
4.42K
$590K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-544- 11.27% |
$60.2K - $68.8K
|
4.28K
$572K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-550- 16.76% |
$60.9K - $69.5K
|
2.73K
$365K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-560- 8.85% |
$62K - $70.8K
|
5.77K
$771K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-566- 22.79% |
$62.6K - $71.5K
|
1.92K
$256K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-568- 1.44% |
$62.9K - $71.8K
|
38.9K
$5.19M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-595- 2.28% |
$65.9K - $75.2K
|
25.6K
$3.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-600- 4.0% |
$66.4K - $75.8K
|
14.4K
$1.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-600- 7.99% |
$66.4K - $75.8K
|
6.91K
$923K
|