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 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.39KNew |
$1.06M - $1.16M
|
9.39K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.21K+ 526.77% |
$1.04M - $1.13M
|
11K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
9.19K+ 35.83% |
$1.04M - $1.13M
|
34.8K
$4.52M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.11KNew |
$1.03M - $1.12M
|
9.11K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.78KNew |
$995K - $1.08M
|
8.78K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.6K+ 72.04% |
$975K - $1.06M
|
20.5K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.27K+ 118.2% |
$937K - $1.02M
|
15.3K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
8KNew |
$906K - $985K
|
8K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.76K+ 23.14% |
$880K - $956K
|
41.3K
$5.36M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.66KNew |
$868K - $944K
|
7.66K
$994K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.25K+ 280.49% |
$821K - $892K
|
9.83K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.96K+ 2.29% |
$789K - $858K
|
310K
$40.3M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.86K+ 294.67% |
$777K - $845K
|
9.19K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.74KNew |
$763K - $830K
|
6.74K
$874K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.54K+ 115.19% |
$741K - $805K
|
12.2K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6.5K+ 28.16% |
$737K - $801K
|
29.6K
$3.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.21KNew |
$704K - $765K
|
6.21K
$805K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.17K+ 5.6% |
$699K - $760K
|
116K
$15.1M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6.05KNew |
$686K - $746K
|
6.05K
$785K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6K+ 58.35% |
$680K - $739K
|
16.3K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.79K+ 212.68% |
$655K - $713K
|
8.51K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
5.6K+ 17.81% |
$634K - $689K
|
37K
$4.8M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.35K+ 2.34% |
$606K - $659K
|
234K
$30.3M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.34K+ 12.45% |
$605K - $658K
|
48.2K
$6.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.22KNew |
$591K - $642K
|
5.22K
$676K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.17K+ 8.44% |
$585K - $636K
|
66.4K
$8.61M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
5K+ 745.16% |
$567K - $616K
|
5.67K
$736K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.61K+ 118.01% |
$523K - $568K
|
8.52K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.38KNew |
$496K - $539K
|
4.38K
$568K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.35K+ 14.1% |
$493K - $536K
|
35.2K
$4.57M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.15K+ 20.2% |
$470K - $511K
|
24.7K
$3.2M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.96K+ 4.39% |
$448K - $487K
|
94.1K
$12.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.79K+ 11.15% |
$430K - $467K
|
37.8K
$4.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.72K+ 3.84% |
$422K - $459K
|
101K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.72K+ 19.22% |
$422K - $458K
|
23.1K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.65K+ 14.04% |
$414K - $450K
|
29.7K
$3.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.6KNew |
$408K - $444K
|
3.6K
$467K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.58K+ 2.29% |
$406K - $441K
|
160K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.51KNew |
$397K - $432K
|
3.51K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.48K+ 4.2% |
$395K - $429K
|
86.5K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.4K+ 18.54% |
$386K - $419K
|
21.8K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
3.4K+ 27.75% |
$385K - $419K
|
15.7K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.4KNew |
$385K - $419K
|
3.4K
$441K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.4K+ 24.54% |
$385K - $419K
|
17.3K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.37K+ 12.49% |
$382K - $415K
|
30.4K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.29K+ 6.14% |
$372K - $405K
|
56.8K
$7.37M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.14K+ 26.97% |
$356K - $387K
|
14.8K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.06KNew |
$347K - $377K
|
3.06K
$397K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.06K+ 13.34% |
$347K - $377K
|
26K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.04K+ 20.74% |
$344K - $374K
|
17.7K
$2.29M
|