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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.6K+ 6.6% |
$510K - $582K
|
74.4K
$9.94M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.59KNew |
$508K - $580K
|
4.59K
$614K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.37K+ 10.21% |
$483K - $552K
|
47.1K
$6.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.33KNew |
$480K - $548K
|
4.33K
$579K
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
4.33KNew |
$479K - $547K
|
4.33K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.2KNew |
$465K - $531K
|
4.2K
$562K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.15KNew |
$459K - $524K
|
4.15K
$554K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
4.11K+ 10.96% |
$455K - $520K
|
41.6K
$5.56M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.05K+ 27.92% |
$448K - $511K
|
18.5K
$2.48M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.04K+ 29.15% |
$448K - $511K
|
17.9K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.9KNew |
$432K - $493K
|
3.9K
$521K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.7KNew |
$409K - $467K
|
3.7K
$494K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.65K+ 23.88% |
$404K - $462K
|
19K
$2.53M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.56K+ 36.22% |
$394K - $450K
|
13.4K
$1.79M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.56K+ 7.05% |
$394K - $450K
|
54K
$7.22M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.44KNew |
$380K - $434K
|
3.44K
$459K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.35K+ 82.39% |
$370K - $423K
|
7.41K
$990K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.27K+ 125.44% |
$362K - $414K
|
5.88K
$786K
|
|
|
May 12, 2023
Q1 2023
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
3.26K+ 5.9% |
$361K - $412K
|
58.5K
$7.82M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.22K+ 3.99% |
$356K - $407K
|
83.9K
$11.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.12K+ 5.24% |
$345K - $394K
|
62.5K
$8.36M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.08KNew |
$341K - $389K
|
3.08K
$411K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3K+ 11.76% |
$332K - $379K
|
28.5K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.99K+ 0.06% |
$331K - $378K
|
4.66M
$623M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.99K+ 3.42% |
$330K - $377K
|
90.3K
$12.1M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.97KNew |
$329K - $376K
|
2.97K
$398K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.96KNew |
$328K - $374K
|
2.96K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.92K+ 28.47% |
$324K - $370K
|
13.2K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.78KNew |
$308K - $351K
|
2.78K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.74K+ 151.83% |
$303K - $347K
|
4.55K
$608K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.74KNew |
$303K - $347K
|
2.74K
$366K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.71KNew |
$300K - $343K
|
2.71K
$362K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.69K+ 1.11% |
$297K - $339K
|
245K
$32.8M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
2.64K+ 40.05% |
$293K - $334K
|
9.25K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.64KNew |
$293K - $334K
|
2.64K
$353K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.64KNew |
$292K - $334K
|
2.64K
$353K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
2.61K+ 49.9% |
$288K - $329K
|
7.83K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
2.6KNew |
$288K - $329K
|
2.6K
$348K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.56K+ 7.22% |
$284K - $324K
|
38.1K
$5.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
2.55KNew |
$282K - $322K
|
2.55K
$340K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.55KNew |
$282K - $322K
|
2.55K
$340K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.54KNew |
$281K - $321K
|
2.54K
$340K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.52K+ 3.73% |
$279K - $319K
|
70.1K
$9.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.46KNew |
$273K - $311K
|
2.46K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.46K+ 61.17% |
$273K - $311K
|
6.49K
$868K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
2.4KNew |
$265K - $303K
|
2.4K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.32KNew |
$257K - $293K
|
2.32K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.3K+ 24.93% |
$255K - $291K
|
11.5K
$1.54M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.3K+ 7.41% |
$255K - $291K
|
33.3K
$4.46M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.3K+ 4.39% |
$254K - $290K
|
54.6K
$7.29M
|