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 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-608- 15.97% |
$67.3K - $76.8K
|
3.2K
$428K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-618- 10.9% |
$68.4K - $78.1K
|
5.05K
$675K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-637- 3.83% |
$70.5K - $80.5K
|
16K
$2.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-643- 4.5% |
$71.2K - $81.3K
|
13.6K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-663- 27.71% |
$73.4K - $83.8K
|
1.73K
$231K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-667- 50.04% |
$73.8K - $84.3K
|
666
$89K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-677- 20.34% |
$74.9K - $85.6K
|
2.65K
$354K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-699- 1.0% |
$77.4K - $88.3K
|
69.1K
$9.23M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-700- 17.2% |
$77.5K - $88.5K
|
3.37K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-710- 4.85% |
$78.6K - $89.7K
|
13.9K
$1.86M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-711- 1.21% |
$78.7K - $89.9K
|
58.2K
$7.78M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-752- 7.81% |
$83.2K - $95K
|
8.87K
$1.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-760- 2.58% |
$84.1K - $96K
|
28.7K
$3.84M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-776- 2.0% |
$85.9K - $98.1K
|
38K
$5.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-782- 8.54% |
$86.6K - $98.8K
|
8.37K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-789- 3.92% |
$87.3K - $99.7K
|
19.3K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-790- 1.19% |
$87.4K - $99.8K
|
65.4K
$8.74M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-797- 7.4% |
$88.2K - $101K
|
9.97K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-808- 8.36% |
$89.4K - $102K
|
8.86K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-831- 20.83% |
$92K - $105K
|
3.16K
$422K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-843- 4.96% |
$93.3K - $107K
|
16.2K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-862- 5.47% |
$95.4K - $109K
|
14.9K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-882- 4.99% |
$97.6K - $111K
|
16.8K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-898- 5.87% |
$99.4K - $113K
|
14.4K
$1.93M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-920- 4.42% |
$102K - $116K
|
19.9K
$2.66M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-925- 5.11% |
$102K - $117K
|
17.2K
$2.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-928- 6.39% |
$103K - $117K
|
13.6K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-933- 2.78% |
$103K - $118K
|
32.7K
$4.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-935- 16.32% |
$103K - $118K
|
4.8K
$641K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
SELL
|
- |
-941- 8.54% |
$104K - $119K
|
10.1K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-980- 2.7% |
$108K - $124K
|
35.3K
$4.72M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-983- 0.4% |
$109K - $124K
|
246K
$32.9M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-999- 13.07% |
$111K - $126K
|
6.65K
$888K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1K- 6.67% |
$111K - $126K
|
14K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.04K- 88.25% |
$116K - $132K
|
139
$18.6K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.06K- 49.08% |
$118K - $134K
|
1.1K
$147K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.07K- 4.7% |
$118K - $135K
|
21.6K
$2.89M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.07K- 5.6% |
$119K - $135K
|
18.1K
$2.42M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.07K- 21.75% |
$119K - $136K
|
3.86K
$516K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.09K- 4.51% |
$120K - $138K
|
23K
$3.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.11K- 11.54% |
$122K - $140K
|
8.47K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.11K- 14.41% |
$123K - $140K
|
6.59K
$881K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.13K- 3.79% |
$126K - $143K
|
28.8K
$3.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.16K- 22.48% |
$129K - $147K
|
4.01K
$536K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.17K- 1.79% |
$129K - $147K
|
63.9K
$8.54M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.23K- 21.02% |
$136K - $156K
|
4.62K
$618K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.24K- 12.45% |
$137K - $156K
|
8.7K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 16.48% |
$137K - $156K
|
6.27K
$838K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.25K- 0.39% |
$139K - $158K
|
320K
$42.8M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.27K- 6.01% |
$141K - $161K
|
19.9K
$2.66M
|