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 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.54K- 26.26% |
$514K - $559K
|
12.7K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-4.61K- 26.75% |
$522K - $567K
|
12.6K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.73K- 6.46% |
$536K - $583K
|
68.5K
$8.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.83K- 50.58% |
$547K - $595K
|
4.72K
$612K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.95K- 49.69% |
$561K - $610K
|
5.01K
$650K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.96K- 5.32% |
$562K - $611K
|
88.3K
$11.5M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.49K- 4.94% |
$622K - $677K
|
106K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5.56K- 36.26% |
$630K - $685K
|
9.78K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.71K- 75.1% |
$646K - $703K
|
1.89K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.78K- 22.28% |
$655K - $712K
|
20.2K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.8K- 5.53% |
$658K - $715K
|
99.2K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.93K- 5.71% |
$672K - $730K
|
97.9K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.1K- 2.4% |
$691K - $751K
|
248K
$32.2M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.49K- 2.22% |
$735K - $799K
|
286K
$37.1M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.6K- 27.26% |
$748K - $813K
|
17.6K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.74K- 8.46% |
$764K - $831K
|
73K
$9.47M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.03K- 2.39% |
$797K - $866K
|
287K
$37.2M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.19K- 24.75% |
$814K - $885K
|
21.9K
$2.84M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.3K- 12.0% |
$827K - $899K
|
53.5K
$6.94M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.48K- 21.26% |
$848K - $922K
|
27.7K
$3.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.84K- 22.74% |
$889K - $966K
|
26.6K
$3.46M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-8.19K- 44.81% |
$928K - $1.01M
|
10.1K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-8.57K- 7.54% |
$971K - $1.06M
|
105K
$13.6M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.1K- 6.99% |
$1.03M - $1.12M
|
121K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9.28K- 34.27% |
$1.05M - $1.14M
|
17.8K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.81K- 1.95% |
$1.11M - $1.21M
|
493K
$63.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-9.88K- 10.95% |
$1.12M - $1.22M
|
80.3K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-10.3K- 50.06% |
$1.16M - $1.26M
|
10.2K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11K- 7.48% |
$1.24M - $1.35M
|
135K
$17.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.5K- 90.36% |
$1.31M - $1.42M
|
1.23K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.7K- 4.9% |
$1.33M - $1.44M
|
227K
$29.5M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12K- 54.48% |
$1.36M - $1.47M
|
10K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-12.1K- 31.51% |
$1.37M - $1.49M
|
26.3K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.7K- 9.01% |
$1.55M - $1.69M
|
138K
$17.9M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-14.7K- 5.38% |
$1.66M - $1.81M
|
258K
$33.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.9K- 5.88% |
$1.69M - $1.83M
|
238K
$30.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-15.8K- 67.12% |
$1.79M - $1.95M
|
7.74K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.9K- 3.85% |
$1.8M - $1.96M
|
397K
$51.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.9K- 15.69% |
$1.92M - $2.09M
|
91K
$11.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-17K- 87.49% |
$1.92M - $2.09M
|
2.43K
$315K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.2K- 10.53% |
$1.95M - $2.12M
|
146K
$19M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18K- 41.27% |
$2.04M - $2.22M
|
25.6K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-18K- 37.49% |
$2.04M - $2.22M
|
30K
$3.89M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-19.5K- 87.74% |
$2.21M - $2.4M
|
2.72K
$353K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.9K- 49.01% |
$2.25M - $2.45M
|
20.7K
$2.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-20.5K- 90.39% |
$2.33M - $2.53M
|
2.19K
$283K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-24K- 51.92% |
$2.72M - $2.96M
|
22.2K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-25.9K- 59.29% |
$2.93M - $3.19M
|
17.8K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-27.3K- 8.29% |
$3.09M - $3.36M
|
302K
$39.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.5K- 27.55% |
$3.11M - $3.38M
|
72.2K
$9.37M
|