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 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-143- 3.28% |
$16.2K - $17.6K
|
4.22K
$548K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-145- 2.02% |
$16.4K - $17.9K
|
7.05K
$914K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-148- 0.9% |
$16.8K - $18.2K
|
16.4K
$2.12M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-148- 4.88% |
$16.8K - $18.2K
|
2.88K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-150- 2.48% |
$17K - $18.5K
|
5.9K
$765K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-150- 42.37% |
$17K - $18.5K
|
204
$26.5K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-150- 7.65% |
$17K - $18.5K
|
1.81K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-160- 6.02% |
$18.1K - $19.7K
|
2.5K
$324K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-161- 0.42% |
$18.2K - $19.8K
|
38.6K
$5M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-164- 5.06% |
$18.6K - $20.2K
|
3.08K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-165- 5.76% |
$18.7K - $20.3K
|
2.7K
$350K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-166- 1.36% |
$18.8K - $20.4K
|
12.1K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-167- 1.76% |
$18.9K - $20.6K
|
9.35K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-167- 5.04% |
$18.9K - $20.6K
|
3.15K
$408K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-169- 5.02% |
$19.1K - $20.8K
|
3.2K
$415K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-170- 1.71% |
$19.3K - $20.9K
|
9.75K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-172- 3.06% |
$19.5K - $21.2K
|
5.45K
$707K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-173- 8.86% |
$19.6K - $21.3K
|
1.78K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-187- 4.2% |
$21.2K - $23K
|
4.26K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-188- 5.07% |
$21.3K - $23.2K
|
3.52K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-190- 3.25% |
$21.5K - $23.4K
|
5.66K
$734K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-190- 1.54% |
$21.5K - $23.4K
|
12.1K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-190- 4.31% |
$21.5K - $23.4K
|
4.22K
$548K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-192- 50.0% |
$21.8K - $23.7K
|
192
$24.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-195- 6.39% |
$22.1K - $24K
|
2.86K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-195- 8.67% |
$22.1K - $24K
|
2.05K
$266K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-199- 3.9% |
$22.5K - $24.5K
|
4.9K
$636K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-200- 8.05% |
$22.7K - $24.6K
|
2.29K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-200- 25.97% |
$22.7K - $24.6K
|
570
$73.9K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-201- 10.76% |
$22.8K - $24.8K
|
1.67K
$216K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-205- 6.99% |
$23.2K - $25.3K
|
2.73K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-206- 2.0% |
$23.3K - $25.4K
|
10.1K
$1.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-208- 0.96% |
$23.6K - $25.6K
|
21.5K
$2.79M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-209- 4.77% |
$23.7K - $25.7K
|
4.17K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-215- 0.68% |
$24.4K - $26.5K
|
31.5K
$4.09M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-215- 8.05% |
$24.4K - $26.5K
|
2.46K
$319K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-220- 21.42% |
$24.9K - $27.1K
|
807
$105K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-221- 0.81% |
$25K - $27.2K
|
27.1K
$3.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-222- 1.21% |
$25.2K - $27.3K
|
18.1K
$2.34M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-229- 35.5% |
$25.9K - $28.2K
|
416
$54K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-229- 9.51% |
$25.9K - $28.2K
|
2.18K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-230- 4.86% |
$26.1K - $28.3K
|
4.51K
$584K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-231- 2.36% |
$26.2K - $28.5K
|
9.54K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-242- 2.65% |
$27.4K - $29.8K
|
8.89K
$1.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-243- 5.22% |
$27.5K - $29.9K
|
4.41K
$572K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-244- 6.0% |
$27.6K - $30.1K
|
3.83K
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-245- 10.57% |
$27.8K - $30.2K
|
2.07K
$269K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-249- 5.52% |
$28.2K - $30.7K
|
4.26K
$553K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-250- 8.77% |
$28.3K - $30.8K
|
2.6K
$337K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-250- 4.84% |
$28.3K - $30.8K
|
4.91K
$637K
|