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 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-437- 2.33% |
$49.5K - $53.8K
|
18.4K
$2.45M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-449- 0.85% |
$50.9K - $55.3K
|
52.4K
$7M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-450- 5.05% |
$51K - $55.4K
|
8.47K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-460- 6.81% |
$52.1K - $56.7K
|
6.29K
$841K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-467- 1.35% |
$52.9K - $57.5K
|
34.2K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-467- 81.64% |
$52.9K - $57.5K
|
105
$14K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-470- 10.28% |
$53.3K - $57.9K
|
4.1K
$548K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-478- 1.88% |
$54.2K - $58.9K
|
25K
$3.34M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-479- 7.79% |
$54.3K - $59K
|
5.67K
$758K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-482- 49.49% |
$54.6K - $59.4K
|
492
$65.8K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-482- 2.08% |
$54.6K - $59.4K
|
22.7K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-483- 2.4% |
$54.7K - $59.5K
|
19.6K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-484- 11.53% |
$54.8K - $59.6K
|
3.71K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-485- 0.22% |
$55K - $59.7K
|
221K
$29.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-490- 11.73% |
$55.5K - $60.4K
|
3.69K
$493K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-491- 2.35% |
$55.6K - $60.5K
|
20.4K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-493- 6.23% |
$55.9K - $60.7K
|
7.42K
$991K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 7.41% |
$56.7K - $61.6K
|
6.25K
$836K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-503- 1.51% |
$57K - $62K
|
32.8K
$4.39M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-507- 2.03% |
$57.4K - $62.5K
|
24.4K
$3.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-508- 5.93% |
$57.6K - $62.6K
|
8.06K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-514- 11.24% |
$58.2K - $63.3K
|
4.06K
$543K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-516- 13.24% |
$58.5K - $63.6K
|
3.38K
$452K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-520- 4.08% |
$58.9K - $64.1K
|
12.2K
$1.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-520- 1.73% |
$58.9K - $64.1K
|
29.6K
$3.96M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-527- 5.77% |
$59.7K - $64.9K
|
8.6K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-528- 2.59% |
$59.8K - $65K
|
19.9K
$2.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-535- 3.73% |
$60.6K - $65.9K
|
13.8K
$1.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-539- 5.87% |
$61.1K - $66.4K
|
8.64K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-542- 1.64% |
$61.4K - $66.8K
|
32.4K
$4.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-543- 3.37% |
$61.5K - $66.9K
|
15.5K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-556- 6.58% |
$63K - $68.5K
|
7.89K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-560- 13.29% |
$63.5K - $69K
|
3.65K
$488K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-571- 2.15% |
$64.7K - $70.3K
|
26K
$3.47M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-573- 7.05% |
$64.9K - $70.6K
|
7.56K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-574- 19.67% |
$65K - $70.7K
|
2.34K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-579- 4.84% |
$65.6K - $71.3K
|
11.4K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-582- 3.58% |
$65.9K - $71.7K
|
15.7K
$2.09M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-593- 5.31% |
$67.2K - $73K
|
10.6K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-593- 42.12% |
$67.2K - $73K
|
815
$109K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-597- 1.09% |
$67.6K - $73.5K
|
54.3K
$7.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-600- 5.37% |
$68K - $73.9K
|
10.6K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-607- 3.89% |
$68.8K - $74.8K
|
15K
$2.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-615- 19.72% |
$69.7K - $75.8K
|
2.5K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-620- 8.63% |
$70.3K - $76.4K
|
6.56K
$877K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-628- 23.58% |
$71.2K - $77.4K
|
2.04K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-643- 4.85% |
$72.9K - $79.2K
|
12.6K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-646- 2.75% |
$73.2K - $79.6K
|
22.8K
$3.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-651- 1.43% |
$73.8K - $80.2K
|
44.9K
$6M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-666- 5.27% |
$75.5K - $82K
|
12K
$1.6M
|