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 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-241K- 4.31% |
$26.6M - $30.4M
|
5.34M
$693M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-245K- 42.43% |
$27.1M - $30.9M
|
332K
$43M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-268K- 99.83% |
$29.6M - $33.8M
|
451
$58.5K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-309K- 99.15% |
$34.1M - $39M
|
2.66K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-327K- 20.73% |
$36.2M - $41.4M
|
1.25M
$162M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-344K- 94.38% |
$38.1M - $43.5M
|
20.5K
$2.66M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-345K- 12.39% |
$38.2M - $43.6M
|
2.44M
$316M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-493K- 6.44% |
$54.6M - $62.3M
|
7.16M
$928M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-859K- 67.09% |
$95.1M - $109M
|
422K
$54.7M
|