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 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10.6K- 3.06% |
$1.17M - $1.34M
|
335K
$44.8M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-11.2K- 10.59% |
$1.24M - $1.41M
|
94.3K
$12.6M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.3K- 30.66% |
$1.25M - $1.43M
|
25.6K
$3.42M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-11.3K- 20.66% |
$1.25M - $1.43M
|
43.5K
$5.81M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12K- 7.72% |
$1.33M - $1.52M
|
144K
$19.2M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12.1K- 8.07% |
$1.34M - $1.53M
|
138K
$18.4M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13K- 4.81% |
$1.44M - $1.65M
|
258K
$34.5M
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-14.2K- 6.86% |
$1.57M - $1.79M
|
192K
$25.7M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.3K- 72.05% |
$1.59M - $1.81M
|
5.56K
$743K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-14.5K- 63.05% |
$1.61M - $1.83M
|
8.51K
$1.14M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.1K- 2.15% |
$1.78M - $2.03M
|
733K
$97.9M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.2K- 23.41% |
$1.79M - $2.05M
|
53K
$7.08M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-16.4K- 46.74% |
$1.81M - $2.07M
|
18.7K
$2.5M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17.6K- 16.8% |
$1.95M - $2.22M
|
87.2K
$11.6M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17.7K- 59.39% |
$1.96M - $2.24M
|
12.1K
$1.62M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.2K- 37.83% |
$2.02M - $2.3M
|
30K
$4.01M
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-18.6K- 79.72% |
$2.06M - $2.35M
|
4.73K
$632K
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-20.3K- 80.32% |
$2.25M - $2.57M
|
4.98K
$666K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.2K- 3.03% |
$2.57M - $2.94M
|
742K
$99.2M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-26K- 88.17% |
$2.88M - $3.29M
|
3.49K
$466K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-26.2K- 81.59% |
$2.9M - $3.31M
|
5.91K
$790K
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-26.9K- 80.95% |
$2.98M - $3.41M
|
6.34K
$848K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-28.4K- 71.92% |
$3.14M - $3.58M
|
11.1K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.6K- 19.22% |
$3.17M - $3.62M
|
120K
$16.1M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-29.7K- 3.9% |
$3.29M - $3.75M
|
732K
$97.9M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-30.3K- 14.17% |
$3.35M - $3.83M
|
183K
$24.5M
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-31.5K- 81.24% |
$3.49M - $3.99M
|
7.28K
$973K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31.9K- 36.48% |
$3.53M - $4.03M
|
55.5K
$7.42M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-32.5K- 92.31% |
$3.59M - $4.1M
|
2.7K
$361K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.5K- 1.28% |
$3.6M - $4.11M
|
2.51M
$335M
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-34.2K- 93.64% |
$3.79M - $4.33M
|
2.33K
$311K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.5K- 70.88% |
$3.82M - $4.36M
|
14.2K
$1.89M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-44.8K- 36.2% |
$4.96M - $5.66M
|
79K
$10.6M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-48.8K- 10.49% |
$5.4M - $6.17M
|
417K
$55.7M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-58.9K- 8.1% |
$6.52M - $7.44M
|
668K
$89.3M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-71.9K- 6.31% |
$7.96M - $9.09M
|
1.07M
$143M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-79.1K- 69.19% |
$8.76M - $10M
|
35.2K
$4.71M
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-81.1K- 53.07% |
$8.98M - $10.2M
|
71.7K
$9.59M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-90.3K- 20.59% |
$9.99M - $11.4M
|
348K
$46.5M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-97.4K- 6.0% |
$10.8M - $12.3M
|
1.52M
$204M
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-99.4K- 66.67% |
$11M - $12.6M
|
49.7K
$6.64M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-101K- 67.59% |
$11.2M - $12.8M
|
48.5K
$6.48M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-102K- 9.73% |
$11.3M - $12.9M
|
945K
$126M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109K- 4.7% |
$12.1M - $13.8M
|
2.21M
$295M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-119K- 1.11% |
$13.1M - $15M
|
10.6M
$1.42B
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-143K- 17.49% |
$15.9M - $18.1M
|
676K
$90.4M
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-147K- 99.6% |
$16.2M - $18.5M
|
582
$77.8K
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-187K- 61.66% |
$20.7M - $23.6M
|
116K
$15.5M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-193K- 12.49% |
$21.4M - $24.4M
|
1.35M
$181M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-240K- 99.08% |
$26.5M - $30.3M
|
2.24K
$299K
|