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 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 2.96% |
$1.26M - $1.44M
|
397K
$51.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
10.6K+ 79.8% |
$1.18M - $1.34M
|
24K
$3.11M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10.4K+ 573.69% |
$1.15M - $1.31M
|
12.2K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
10.1K+ 65.31% |
$1.12M - $1.28M
|
25.5K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$1.11M - $1.27M
|
10.1K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10KNew |
$1.11M - $1.27M
|
10K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.89K+ 5.36% |
$1.09M - $1.25M
|
195K
$25.2M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
9.71K+ 173.09% |
$1.07M - $1.23M
|
15.3K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.68K+ 926.82% |
$1.07M - $1.22M
|
10.7K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.67K+ 12.18% |
$1.07M - $1.22M
|
89.1K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.59K+ 17.85% |
$1.06M - $1.21M
|
63.3K
$8.21M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.59K+ 17.85% |
$1.06M - $1.21M
|
63.3K
$8.21M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.45K+ 17.26% |
$1.05M - $1.19M
|
64.2K
$8.33M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.24K+ 67.29% |
$1.02M - $1.17M
|
23K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9KNew |
$996K - $1.14M
|
9K
$1.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.86K+ 3.79% |
$981K - $1.12M
|
243K
$31.5M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.75K+ 5.03% |
$968K - $1.11M
|
183K
$23.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.55K+ 70.75% |
$946K - $1.08M
|
20.6K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.02K+ 23.4% |
$888K - $1.01M
|
42.3K
$5.49M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.93K+ 27.61% |
$878K - $1M
|
36.7K
$4.75M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.89KNew |
$874K - $998K
|
7.89K
$1.02M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.83K+ 18.26% |
$866K - $989K
|
50.7K
$6.57M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.76K+ 6631.62% |
$859K - $981K
|
7.88K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.67K+ 311.59% |
$848K - $969K
|
10.1K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7.35K+ 60.37% |
$813K - $929K
|
19.5K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.31K+ 51.41% |
$809K - $924K
|
21.5K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.17KNew |
$794K - $907K
|
7.17K
$930K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.11K+ 6.5% |
$787K - $899K
|
116K
$15.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.84K+ 94.46% |
$757K - $864K
|
14.1K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6.68KNew |
$740K - $844K
|
6.68K
$867K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
6.3K+ 32.23% |
$697K - $796K
|
25.8K
$3.35M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
6K+ 44.93% |
$664K - $758K
|
19.3K
$2.51M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.99K+ 4.48% |
$662K - $756K
|
140K
$18.1M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.85KNew |
$647K - $739K
|
5.85K
$758K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.62KNew |
$622K - $711K
|
5.62K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.61K+ 0.16% |
$621K - $709K
|
3.49M
$453M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.59KNew |
$619K - $706K
|
5.59K
$725K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.52K+ 66.38% |
$611K - $698K
|
13.8K
$1.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.44K+ 4.25% |
$602K - $687K
|
133K
$17.3M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
5.27K+ 27.61% |
$583K - $666K
|
24.4K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.19K+ 4.46% |
$574K - $656K
|
121K
$15.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.18K+ 249.93% |
$573K - $654K
|
7.25K
$940K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.1K+ 10.64% |
$564K - $644K
|
53K
$6.87M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.04K+ 6.04% |
$557K - $637K
|
88.5K
$11.5M
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
4.97K+ 38.72% |
$550K - $628K
|
17.8K
$2.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.88K+ 6.69% |
$540K - $617K
|
77.8K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
4.83K+ 1.82% |
$535K - $610K
|
270K
$35M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.78K+ 11.14% |
$529K - $604K
|
47.7K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.78KNew |
$529K - $604K
|
4.78K
$620K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.7K+ 7.69% |
$520K - $594K
|
65.8K
$8.54M
|