Purchases and Sales Made in Q1 2024 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q1 2024. 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, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
586K+ 1872.81% |
$66.4M - $72.2M
|
617K
$82.5M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
359KNew |
$40.6M - $44.2M
|
359K
$47.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
318K+ 440.0% |
$36M - $39.1M
|
390K
$52.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
244K+ 47.24% |
$27.6M - $30M
|
759K
$101M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 2.6% |
$18.2M - $19.8M
|
6.33M
$845M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
139K+ 307.0% |
$15.8M - $17.2M
|
185K
$24.7M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
103KNew |
$11.7M - $12.7M
|
103K
$13.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
76.8KNew |
$8.7M - $9.46M
|
76.8K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
64.3K+ 728.89% |
$7.28M - $7.92M
|
73.1K
$9.77M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.2K+ 304.34% |
$7.28M - $7.91M
|
85.3K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49K+ 5143.91% |
$5.55M - $6.03M
|
49.9K
$6.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
42.5K+ 73.91% |
$4.82M - $5.24M
|
100K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
38.7KNew |
$4.39M - $4.77M
|
38.7K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.6K+ 5.56% |
$4.15M - $4.51M
|
695K
$92.9M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
33.4K+ 16.62% |
$3.79M - $4.12M
|
235K
$31.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28K+ 82.96% |
$3.17M - $3.45M
|
61.7K
$8.25M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
25.5K+ 8.24% |
$2.89M - $3.14M
|
335K
$44.8M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
25KNew |
$2.83M - $3.07M
|
25K
$3.33M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
23.2K+ 239.67% |
$2.63M - $2.86M
|
32.9K
$4.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$2.57M - $2.79M
|
22.6K
$3.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
19.7K+ 17.1% |
$2.24M - $2.43M
|
135K
$18.1M
|
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
BUY
|
- |
19.2K+ 76.8% |
$2.18M - $2.37M
|
44.2K
$5.91M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19K+ 88.45% |
$2.15M - $2.34M
|
40.4K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.8K+ 17.23% |
$2.13M - $2.31M
|
128K
$17.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.1KNew |
$2.05M - $2.23M
|
18.1K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17.5KNew |
$1.98M - $2.15M
|
17.5K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
16.8KNew |
$1.9M - $2.07M
|
16.8K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.7K+ 253.0% |
$1.78M - $1.93M
|
21.9K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.6K+ 31.64% |
$1.77M - $1.93M
|
65.1K
$8.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.3K+ 105.49% |
$1.74M - $1.89M
|
29.8K
$3.99M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14.9K+ 17529.41% |
$1.69M - $1.84M
|
15K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.9K+ 22.96% |
$1.68M - $1.83M
|
79.5K
$10.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.9K+ 18.27% |
$1.57M - $1.71M
|
89.8K
$12M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 2.04% |
$1.44M - $1.57M
|
636K
$85.1M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
12.4K+ 243.99% |
$1.41M - $1.53M
|
17.5K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.4K+ 29.65% |
$1.4M - $1.52M
|
54K
$7.22M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
12.3K+ 16.93% |
$1.39M - $1.51M
|
84.8K
$11.3M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11.4KNew |
$1.29M - $1.4M
|
11.4K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
11.1KNew |
$1.26M - $1.37M
|
11.1K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11K+ 20.42% |
$1.25M - $1.35M
|
64.8K
$8.67M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 1736.04% |
$1.23M - $1.34M
|
11.5K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
10.9KNew |
$1.23M - $1.34M
|
10.9K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10.8K+ 455.67% |
$1.22M - $1.33M
|
13.1K
$1.76M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.7KNew |
$1.21M - $1.32M
|
10.7K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.6K+ 4.97% |
$1.2M - $1.31M
|
225K
$30M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 21.62% |
$1.17M - $1.27M
|
58.2K
$7.77M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2KNew |
$1.16M - $1.26M
|
10.2K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.92KNew |
$1.12M - $1.22M
|
9.92K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.89K+ 4945.5% |
$1.12M - $1.22M
|
10.1K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.72KNew |
$1.1M - $1.2M
|
9.72K
$1.3M
|