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 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-672- 3.53% |
$76.1K - $82.8K
|
18.4K
$2.46M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-677- 15.92% |
$76.7K - $83.4K
|
3.58K
$478K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-680- 4.15% |
$77.1K - $83.8K
|
15.7K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-682- 21.0% |
$77.3K - $84K
|
2.57K
$343K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-682- 1.01% |
$77.3K - $84K
|
66.7K
$8.91M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-684- 3.9% |
$77.5K - $84.3K
|
16.8K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-693- 9.51% |
$78.5K - $85.4K
|
6.6K
$882K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-696- 1.39% |
$78.9K - $85.7K
|
49.3K
$6.59M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-706- 7.65% |
$80K - $87K
|
8.52K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-710- 6.45% |
$80.5K - $87.5K
|
10.3K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-733- 5.01% |
$83.1K - $90.3K
|
13.9K
$1.86M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-740- 18.73% |
$83.8K - $91.2K
|
3.21K
$429K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-771- 0.67% |
$87.4K - $95K
|
115K
$15.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-772- 18.32% |
$87.5K - $95.1K
|
3.44K
$460K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-792- 1.56% |
$89.7K - $97.6K
|
50K
$6.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-797- 1.18% |
$90.3K - $98.2K
|
66.5K
$8.89M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-800- 27.68% |
$90.6K - $98.5K
|
2.09K
$279K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-801- 25.41% |
$90.8K - $98.7K
|
2.35K
$314K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-804- 2.98% |
$91.1K - $99K
|
26.2K
$3.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-804- 23.12% |
$91.1K - $99K
|
2.67K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-804- 8.18% |
$91.1K - $99K
|
9.03K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-810- 8.09% |
$91.8K - $99.8K
|
9.21K
$1.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-812- 3.7% |
$92K - $100K
|
21.1K
$2.82M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-817- 8.26% |
$92.6K - $101K
|
9.07K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-854- 13.55% |
$96.8K - $105K
|
5.45K
$728K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-856- 6.57% |
$97K - $105K
|
12.2K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-866- 2.28% |
$98.1K - $107K
|
37K
$4.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-875- 24.51% |
$99.1K - $108K
|
2.7K
$360K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-876- 24.37% |
$99.3K - $108K
|
2.72K
$363K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-892- 10.96% |
$101K - $110K
|
7.24K
$968K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-910- 8.03% |
$103K - $112K
|
10.4K
$1.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-928- 13.85% |
$105K - $114K
|
5.77K
$771K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-950- 15.22% |
$108K - $117K
|
5.29K
$707K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-958- 2.35% |
$109K - $118K
|
39.7K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-982- 14.17% |
$111K - $121K
|
5.95K
$795K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1K- 17.96% |
$113K - $123K
|
4.57K
$611K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1K- 15.86% |
$113K - $123K
|
5.31K
$709K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1K- 9.42% |
$113K - $123K
|
9.61K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.03K- 3.42% |
$117K - $127K
|
29.2K
$3.9M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.07K- 15.83% |
$121K - $132K
|
5.69K
$761K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 20.14% |
$122K - $132K
|
4.26K
$570K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.08K- 1.16% |
$123K - $133K
|
92.2K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.09K- 3.42% |
$124K - $135K
|
30.8K
$4.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.11K- 1.81% |
$125K - $136K
|
60.1K
$8.03M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.11K- 19.76% |
$126K - $137K
|
4.52K
$603K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.13K- 1.67% |
$127K - $139K
|
66.1K
$8.84M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 7.21% |
$127K - $139K
|
14.5K
$1.94M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.15K- 14.84% |
$131K - $142K
|
6.62K
$885K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 22.53% |
$133K - $145K
|
4.04K
$540K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-1.18K- 9.65% |
$134K - $146K
|
11.1K
$1.48M
|