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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-70- 0.46% |
$7.93K - $8.62K
|
15K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-70- 0.72% |
$7.93K - $8.62K
|
9.6K
$1.28M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-73- 2.33% |
$8.27K - $8.99K
|
3.06K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-74- 7.51% |
$8.38K - $9.12K
|
911
$122K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-75- 50.0% |
$8.5K - $9.24K
|
75
$10K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-75- 1.15% |
$8.5K - $9.24K
|
6.43K
$859K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-75- 1.7% |
$8.5K - $9.24K
|
4.35K
$581K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-76- 1.27% |
$8.61K - $9.36K
|
5.92K
$791K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-76- 24.44% |
$8.61K - $9.36K
|
235
$31.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-79- 4.18% |
$8.95K - $9.73K
|
1.81K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-80- 79.21% |
$9.06K - $9.85K
|
21
$2.81K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-81- 32.93% |
$9.18K - $9.98K
|
165
$22.1K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-81- 0.61% |
$9.18K - $9.98K
|
13.2K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-82- 0.43% |
$9.29K - $10.1K
|
19.1K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-84- 1.43% |
$9.52K - $10.3K
|
5.79K
$774K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-85- 4.53% |
$9.63K - $10.5K
|
1.79K
$239K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-85- 0.21% |
$9.63K - $10.5K
|
40K
$5.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-85- 2.98% |
$9.63K - $10.5K
|
2.76K
$369K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-86- 1.35% |
$9.74K - $10.6K
|
6.26K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-87- 0.7% |
$9.86K - $10.7K
|
12.4K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-87- 4.06% |
$9.86K - $10.7K
|
2.06K
$275K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-87- 2.43% |
$9.86K - $10.7K
|
3.5K
$468K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-91- 45.73% |
$10.3K - $11.2K
|
108
$14.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-92- 3.09% |
$10.4K - $11.3K
|
2.88K
$385K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-93- 5.37% |
$10.5K - $11.5K
|
1.64K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-93- 0.87% |
$10.5K - $11.5K
|
10.6K
$1.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-94- 3.34% |
$10.7K - $11.6K
|
2.72K
$363K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-100- 3.13% |
$11.3K - $12.3K
|
3.1K
$414K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-100- 5.8% |
$11.3K - $12.3K
|
1.63K
$217K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-100- 3.02% |
$11.3K - $12.3K
|
3.21K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-107- 1.66% |
$12.1K - $13.2K
|
6.35K
$849K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-109- 1.13% |
$12.4K - $13.4K
|
9.53K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-114- 4.09% |
$12.9K - $14K
|
2.67K
$357K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-115- 0.76% |
$13K - $14.2K
|
15K
$2.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-115- 1.79% |
$13K - $14.2K
|
6.32K
$844K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-120- 1.32% |
$13.6K - $14.8K
|
8.99K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-120- 1.53% |
$13.6K - $14.8K
|
7.7K
$1.03M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-121- 1.1% |
$13.7K - $14.9K
|
10.9K
$1.46M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-123- 63.73% |
$13.9K - $15.2K
|
70
$9.36K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-124- 1.68% |
$14.1K - $15.3K
|
7.27K
$971K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-126- 4.09% |
$14.3K - $15.5K
|
2.95K
$395K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-127- 10.55% |
$14.4K - $15.6K
|
1.08K
$144K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-129- 2.89% |
$14.6K - $15.9K
|
4.34K
$580K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-131- 26.15% |
$14.8K - $16.1K
|
370
$49.5K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-135- 0.26% |
$15.3K - $16.6K
|
51.8K
$6.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-139- 6.34% |
$15.8K - $17.1K
|
2.05K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-140- 4.16% |
$15.9K - $17.2K
|
3.23K
$431K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-142- 10.78% |
$16.1K - $17.5K
|
1.18K
$157K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-143- 0.69% |
$16.2K - $17.6K
|
20.7K
$2.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-143- 2.77% |
$16.2K - $17.6K
|
5.03K
$672K
|