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 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-57- 1.14% |
$6.46K - $7.02K
|
4.95K
$674K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-60- 2.45% |
$6.8K - $7.39K
|
2.39K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-62- 3.24% |
$7.03K - $7.64K
|
1.85K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-64- 3.47% |
$7.25K - $7.88K
|
1.78K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-66- 2.4% |
$7.48K - $8.13K
|
2.68K
$365K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-69- 0.14% |
$7.82K - $8.5K
|
49.8K
$6.78M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-69- 2.49% |
$7.82K - $8.5K
|
2.7K
$368K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-70- 0.46% |
$7.93K - $8.62K
|
15K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-70- 0.72% |
$7.93K - $8.62K
|
9.6K
$1.31M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-73- 2.33% |
$8.27K - $8.99K
|
3.06K
$416K
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-73- 0.41% |
$8.27K - $8.99K
|
17.7K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-74- 7.51% |
$8.38K - $9.12K
|
911
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-75- 1.7% |
$8.5K - $9.24K
|
4.35K
$592K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-75- 1.15% |
$8.5K - $9.24K
|
6.43K
$874K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-75- 50.0% |
$8.5K - $9.24K
|
75
$10.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-76- 24.44% |
$8.61K - $9.36K
|
235
$32K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-76- 1.27% |
$8.61K - $9.36K
|
5.92K
$806K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-79- 4.18% |
$8.95K - $9.73K
|
1.81K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-80- 79.21% |
$9.06K - $9.85K
|
21
$2.86K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-81- 32.93% |
$9.18K - $9.98K
|
165
$22.5K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-81- 0.61% |
$9.18K - $9.98K
|
13.2K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-82- 0.43% |
$9.29K - $10.1K
|
19.1K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-84- 1.43% |
$9.52K - $10.3K
|
5.79K
$789K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-85- 0.21% |
$9.63K - $10.5K
|
40K
$5.44M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-85- 4.53% |
$9.63K - $10.5K
|
1.79K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-85- 2.98% |
$9.63K - $10.5K
|
2.76K
$376K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-86- 1.35% |
$9.74K - $10.6K
|
6.26K
$852K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-87- 2.43% |
$9.86K - $10.7K
|
3.5K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-87- 0.7% |
$9.86K - $10.7K
|
12.4K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-87- 4.06% |
$9.86K - $10.7K
|
2.06K
$280K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-88- 2.71% |
$9.97K - $10.8K
|
3.17K
$431K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-91- 45.73% |
$10.3K - $11.2K
|
108
$14.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-92- 3.09% |
$10.4K - $11.3K
|
2.88K
$392K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-93- 5.37% |
$10.5K - $11.5K
|
1.64K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-93- 0.87% |
$10.5K - $11.5K
|
10.6K
$1.44M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-94- 3.34% |
$10.7K - $11.6K
|
2.72K
$370K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-94- 3.34% |
$10.7K - $11.6K
|
2.72K
$370K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-100- 3.13% |
$11.3K - $12.3K
|
3.1K
$421K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-100- 3.02% |
$11.3K - $12.3K
|
3.21K
$437K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-100- 5.8% |
$11.3K - $12.3K
|
1.63K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-107- 1.66% |
$12.1K - $13.2K
|
6.35K
$865K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-109- 1.13% |
$12.4K - $13.4K
|
9.53K
$1.3M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-114- 4.09% |
$12.9K - $14K
|
2.67K
$364K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-115- 0.76% |
$13K - $14.2K
|
15K
$2.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-115- 1.79% |
$13K - $14.2K
|
6.32K
$859K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-120- 1.53% |
$13.6K - $14.8K
|
7.7K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-120- 1.32% |
$13.6K - $14.8K
|
8.99K
$1.22M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-121- 1.1% |
$13.7K - $14.9K
|
10.9K
$1.49M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-123- 63.73% |
$13.9K - $15.2K
|
70
$9.53K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-124- 1.68% |
$14.1K - $15.3K
|
7.27K
$989K
|