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 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-250- 3.13% |
$28.3K - $30.8K
|
7.73K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-250- 4.76% |
$28.3K - $30.8K
|
5K
$668K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250- 6.68% |
$28.3K - $30.8K
|
3.49K
$467K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-250- 52.63% |
$28.3K - $30.8K
|
225
$30.1K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-251- 2.67% |
$28.4K - $30.9K
|
9.16K
$1.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-253- 3.62% |
$28.7K - $31.2K
|
6.74K
$901K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-262- 1.12% |
$29.7K - $32.3K
|
23.1K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-267- 1.66% |
$30.3K - $32.9K
|
15.8K
$2.11M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-267- 12.75% |
$30.3K - $32.9K
|
1.83K
$244K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-269- 1.15% |
$30.5K - $33.1K
|
23.1K
$3.08M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-273- 0.39% |
$30.9K - $33.6K
|
69.3K
$9.26M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-273- 4.21% |
$30.9K - $33.6K
|
6.22K
$831K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-274- 1.64% |
$31K - $33.8K
|
16.4K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-277- 5.27% |
$31.4K - $34.1K
|
4.98K
$665K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 3.39% |
$31.5K - $34.2K
|
7.93K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-282- 3.85% |
$32K - $34.7K
|
7.03K
$940K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-299- 5.48% |
$33.9K - $36.8K
|
5.16K
$689K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-300- 1.27% |
$34K - $37K
|
23.3K
$3.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-300- 2.74% |
$34K - $37K
|
10.7K
$1.43M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-300- 38.56% |
$34K - $37K
|
478
$63.9K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-301- 4.67% |
$34.1K - $37.1K
|
6.14K
$821K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-311- 10.5% |
$35.2K - $38.3K
|
2.65K
$354K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-315- 4.79% |
$35.7K - $38.8K
|
6.26K
$836K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-317- 4.94% |
$35.9K - $39K
|
6.1K
$816K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-319- 2.98% |
$36.1K - $39.3K
|
10.4K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-322- 7.54% |
$36.5K - $39.7K
|
3.95K
$528K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-326- 1.29% |
$36.9K - $40.2K
|
25K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-329- 0.5% |
$37.3K - $40.5K
|
64.8K
$8.67M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-335- 4.28% |
$38K - $41.3K
|
7.49K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-344- 3.55% |
$39K - $42.4K
|
9.34K
$1.25M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-350- 63.64% |
$39.7K - $43.1K
|
200
$26.7K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-354- 1.27% |
$40.1K - $43.6K
|
27.4K
$3.67M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-359- 0.53% |
$40.7K - $44.2K
|
67.4K
$9.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-359- 8.77% |
$40.7K - $44.2K
|
3.74K
$499K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-360- 8.67% |
$40.8K - $44.3K
|
3.79K
$507K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-361- 1.24% |
$40.9K - $44.5K
|
28.7K
$3.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-366- 6.3% |
$41.5K - $45.1K
|
5.44K
$728K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-369- 7.52% |
$41.8K - $45.5K
|
4.54K
$607K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-374- 3.98% |
$42.4K - $46.1K
|
9.02K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-375- 34.4% |
$42.5K - $46.2K
|
715
$95.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-384- 15.71% |
$43.5K - $47.3K
|
2.06K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-386- 1.34% |
$43.7K - $47.5K
|
28.5K
$3.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-390- 3.77% |
$44.2K - $48K
|
9.94K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-399- 5.35% |
$45.2K - $49.1K
|
7.06K
$944K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-401- 4.13% |
$45.4K - $49.4K
|
9.3K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-402- 13.66% |
$45.6K - $49.5K
|
2.54K
$340K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-415- 4.15% |
$47K - $51.1K
|
9.57K
$1.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-416- 11.35% |
$47.1K - $51.2K
|
3.25K
$434K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-423- 1.08% |
$47.9K - $52.1K
|
38.7K
$5.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-434- 16.9% |
$49.2K - $53.5K
|
2.13K
$285K
|