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 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.28K- 5.23% |
$142K - $162K
|
23.3K
$3.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 3.59% |
$144K - $164K
|
34.9K
$4.52M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.31K- 12.11% |
$145K - $165K
|
9.5K
$1.23M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.32K- 7.45% |
$146K - $166K
|
16.4K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.41K- 9.68% |
$156K - $178K
|
13.1K
$1.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.5K- 8.82% |
$166K - $189K
|
15.5K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.55K- 64.35% |
$171K - $195K
|
856
$111K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.56K- 3.32% |
$172K - $197K
|
45.3K
$5.87M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.56K- 13.69% |
$172K - $197K
|
9.82K
$1.27M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.57K- 6.33% |
$173K - $198K
|
23.2K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.57K- 6.33% |
$173K - $198K
|
23.2K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 4.2% |
$177K - $202K
|
36.4K
$4.73M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.61K- 0.8% |
$178K - $203K
|
199K
$25.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.61K- 16.89% |
$178K - $203K
|
7.9K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.67K- 1.5% |
$184K - $211K
|
110K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.67K- 24.95% |
$185K - $211K
|
5.01K
$650K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.69K- 10.34% |
$187K - $214K
|
14.7K
$1.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.71K- 1.04% |
$189K - $215K
|
162K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.76K- 9.05% |
$195K - $222K
|
17.7K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.76K- 3.64% |
$195K - $223K
|
46.6K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.84K- 2.36% |
$204K - $233K
|
76.2K
$9.88M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.85K- 3.31% |
$205K - $234K
|
54K
$7M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-1.86K- 2.85% |
$206K - $235K
|
63.5K
$8.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.88K- 2.69% |
$208K - $238K
|
68K
$8.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.9K- 0.36% |
$210K - $240K
|
525K
$68.1M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.94K- 25.64% |
$215K - $245K
|
5.63K
$730K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2K- 15.1% |
$222K - $253K
|
11.3K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.05K- 1.97% |
$227K - $259K
|
102K
$13.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.05K- 3.53% |
$227K - $259K
|
56.1K
$7.27M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-2.06K- 54.51% |
$227K - $260K
|
1.72K
$222K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 45.74% |
$229K - $261K
|
2.45K
$318K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.09K- 1.87% |
$231K - $264K
|
110K
$14.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.18K- 2.46% |
$241K - $275K
|
86.4K
$11.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.22K- 6.16% |
$245K - $280K
|
33.8K
$4.38M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.24K- 1.98% |
$248K - $283K
|
111K
$14.4M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.29K- 29.46% |
$254K - $290K
|
5.49K
$712K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.31K- 15.14% |
$256K - $292K
|
13K
$1.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-2.33K- 2.6% |
$258K - $294K
|
87.3K
$11.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 6.31% |
$262K - $299K
|
35.1K
$4.55M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.4K- 39.95% |
$265K - $303K
|
3.61K
$468K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.4K- 9.46% |
$266K - $304K
|
23K
$2.98M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.4K- 9.46% |
$266K - $304K
|
23K
$2.98M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.49K- 0.98% |
$275K - $314K
|
252K
$32.7M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.65K- 4.51% |
$293K - $335K
|
56.1K
$7.27M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.73K- 6.67% |
$302K - $345K
|
38.2K
$4.96M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.83K- 5.42% |
$313K - $358K
|
49.4K
$6.41M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.93K- 16.16% |
$325K - $371K
|
15.2K
$1.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-2.98K- 0.52% |
$330K - $377K
|
576K
$74.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.07K- 26.78% |
$340K - $388K
|
8.4K
$1.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.15K- 12.54% |
$348K - $398K
|
22K
$2.85M
|