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 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.29KNew |
$253K - $289K
|
2.29K
$297K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.26K+ 110.15% |
$250K - $285K
|
4.31K
$558K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
2.25KNew |
$249K - $284K
|
2.25K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.19K+ 58.91% |
$242K - $277K
|
5.91K
$767K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.15KNew |
$238K - $271K
|
2.15K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.12K+ 109.11% |
$235K - $268K
|
4.06K
$527K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.11K+ 39.61% |
$233K - $267K
|
7.43K
$964K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.09K+ 27.29% |
$232K - $265K
|
9.77K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.08KNew |
$230K - $263K
|
2.08K
$270K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.06K+ 75.11% |
$228K - $261K
|
4.81K
$624K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.06KNew |
$228K - $261K
|
2.06K
$268K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.04K+ 47.8% |
$226K - $258K
|
6.32K
$820K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.03K+ 16.26% |
$225K - $256K
|
14.5K
$1.88M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.02KNew |
$224K - $255K
|
2.02K
$262K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
2.01K+ 2.48% |
$223K - $255K
|
83.2K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2K+ 8.89% |
$221K - $253K
|
24.5K
$3.18M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.97K+ 96.66% |
$217K - $248K
|
4K
$519K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.94K+ 3.46% |
$215K - $245K
|
58K
$7.53M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.94KNew |
$214K - $245K
|
1.94K
$251K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.93K+ 67.24% |
$213K - $244K
|
4.79K
$622K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.92K+ 3.89% |
$213K - $243K
|
51.3K
$6.66M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 150.82% |
$213K - $243K
|
3.19K
$414K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.91K+ 4.0% |
$212K - $242K
|
49.7K
$6.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.89K+ 11.08% |
$209K - $239K
|
19K
$2.46M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.85K+ 2.2% |
$204K - $233K
|
85.7K
$11.1M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.84K+ 74.72% |
$204K - $233K
|
4.31K
$559K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.82K+ 4.15% |
$201K - $230K
|
45.6K
$5.92M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
1.8K+ 9.61% |
$200K - $228K
|
20.6K
$2.67M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.79KNew |
$198K - $226K
|
1.79K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.78KNew |
$197K - $225K
|
1.78K
$231K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.77K+ 10.68% |
$195K - $223K
|
18.3K
$2.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.75K+ 5.54% |
$194K - $222K
|
33.4K
$4.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.71K+ 5.8% |
$189K - $216K
|
31.1K
$4.04M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 5.82% |
$187K - $214K
|
30.7K
$3.98M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.62K+ 2.45% |
$180K - $205K
|
67.9K
$8.81M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.61K+ 4.54% |
$178K - $203K
|
37K
$4.8M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.58K+ 7.43% |
$175K - $200K
|
22.8K
$2.96M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.58K+ 3.74% |
$174K - $199K
|
43.8K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 18.58% |
$171K - $195K
|
9.84K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.5K+ 33.37% |
$166K - $190K
|
6K
$778K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.46K+ 22.6% |
$161K - $184K
|
7.92K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.46K+ 23.28% |
$161K - $184K
|
7.71K
$1M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.42K+ 720.81% |
$157K - $179K
|
1.62K
$210K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.41K+ 8.8% |
$156K - $178K
|
17.4K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.33K+ 7.28% |
$147K - $168K
|
19.6K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 1.46% |
$144K - $164K
|
90K
$11.7M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 57.81% |
$143K - $163K
|
3.52K
$456K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.28KNew |
$141K - $161K
|
1.28K
$165K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.27K+ 8.46% |
$141K - $161K
|
16.3K
$2.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.19K+ 63.71% |
$131K - $150K
|
3.05K
$396K
|