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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
329+ 12.97% |
$36.4K - $41.6K
|
2.87K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
328+ 16.99% |
$36.3K - $41.5K
|
2.26K
$302K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
327+ 1.31% |
$36.2K - $41.3K
|
25.3K
$3.39M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
325New |
$36K - $41.1K
|
325
$43.4K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
309+ 4.86% |
$34.2K - $39.1K
|
6.67K
$891K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
309+ 0.86% |
$34.2K - $39.1K
|
36.1K
$4.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
308+ 4.91% |
$34.1K - $38.9K
|
6.58K
$879K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
300+ 8.06% |
$33.2K - $37.9K
|
4.02K
$537K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
300+ 1.43% |
$33.2K - $37.9K
|
21.3K
$2.85M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
293New |
$32.4K - $37K
|
293
$39.2K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
291+ 0.21% |
$32.2K - $36.8K
|
140K
$18.7M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
285+ 838.24% |
$31.5K - $36K
|
319
$42.6K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
285+ 0.41% |
$31.5K - $36K
|
70.5K
$9.43M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
280+ 71.61% |
$31K - $35.4K
|
671
$89.7K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
276+ 1.14% |
$30.5K - $34.9K
|
24.5K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
272+ 5.64% |
$30.1K - $34.4K
|
5.09K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
267+ 0.63% |
$29.6K - $33.7K
|
42.7K
$5.71M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
264+ 463.16% |
$29.2K - $33.4K
|
321
$42.9K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
258+ 70.11% |
$28.6K - $32.6K
|
626
$83.7K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
250+ 4.95% |
$27.7K - $31.6K
|
5.3K
$709K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
250+ 125.0% |
$27.7K - $31.6K
|
450
$60.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
245+ 5.04% |
$27.1K - $31K
|
5.11K
$683K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
243+ 5.01% |
$26.9K - $30.7K
|
5.09K
$681K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
242+ 0.53% |
$26.8K - $30.6K
|
46.3K
$6.19M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
240+ 0.87% |
$26.6K - $30.3K
|
27.9K
$3.73M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
239+ 2.79% |
$26.5K - $30.2K
|
8.8K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
229+ 4.89% |
$25.3K - $28.9K
|
4.91K
$657K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
229+ 3.94% |
$25.3K - $28.9K
|
6.04K
$807K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
217+ 1.0% |
$24K - $27.4K
|
21.9K
$2.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
213+ 1.12% |
$23.6K - $26.9K
|
19.3K
$2.58M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
200+ 2.77% |
$22.1K - $25.3K
|
7.41K
$991K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
200+ 6.5% |
$22.1K - $25.3K
|
3.28K
$438K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
199+ 4.51% |
$22K - $25.1K
|
4.61K
$616K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
196+ 1.72% |
$21.7K - $24.8K
|
11.6K
$1.55M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
182+ 0.79% |
$20.1K - $23K
|
23.1K
$3.09M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
179New |
$19.8K - $22.6K
|
179
$23.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
177+ 2.24% |
$19.6K - $22.4K
|
8.09K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
171+ 15.79% |
$18.9K - $21.6K
|
1.25K
$168K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
168+ 0.9% |
$18.6K - $21.2K
|
18.9K
$2.52M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
167+ 2.04% |
$18.5K - $21.1K
|
8.37K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
165+ 7.29% |
$18.3K - $20.9K
|
2.43K
$325K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
164+ 7.45% |
$18.2K - $20.7K
|
2.36K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
164+ 5.38% |
$18.2K - $20.7K
|
3.21K
$429K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
160+ 1.21% |
$17.7K - $20.2K
|
13.4K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
150New |
$16.6K - $19K
|
150
$20K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
150+ 14.29% |
$16.6K - $19K
|
1.2K
$160K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
150+ 1.47% |
$16.6K - $19K
|
10.4K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
150New |
$16.6K - $19K
|
150
$20K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
148+ 2.57% |
$16.4K - $18.7K
|
5.92K
$791K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
146+ 2.54% |
$16.2K - $18.5K
|
5.91K
$789K
|