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 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3K+ 92.91% |
$340K - $370K
|
6.23K
$833K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.93K+ 38.17% |
$332K - $361K
|
10.6K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
2.91K+ 3.14% |
$329K - $358K
|
95.5K
$12.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.89K+ 12.93% |
$327K - $356K
|
25.2K
$3.37M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.81K+ 85.19% |
$319K - $346K
|
6.11K
$817K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.67K+ 7.2% |
$303K - $329K
|
39.8K
$5.31M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.6KNew |
$295K - $320K
|
2.6K
$348K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.58KNew |
$292K - $318K
|
2.58K
$345K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.57KNew |
$292K - $317K
|
2.57K
$344K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.49K+ 14.55% |
$283K - $307K
|
19.6K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.45K+ 28.69% |
$278K - $302K
|
11K
$1.47M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.44K+ 0.1% |
$276K - $300K
|
2.33M
$311M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.42KNew |
$274K - $298K
|
2.42K
$324K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.39K+ 20.03% |
$271K - $295K
|
14.3K
$1.92M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.37KNew |
$268K - $291K
|
2.37K
$316K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.34KNew |
$265K - $288K
|
2.34K
$313K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.27KNew |
$258K - $280K
|
2.27K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.15K+ 2.53% |
$244K - $265K
|
87.3K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.13K+ 3.47% |
$242K - $263K
|
63.6K
$8.5M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.12KNew |
$240K - $261K
|
2.12K
$283K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.1KNew |
$238K - $259K
|
2.1K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.09K+ 7.2% |
$236K - $257K
|
31K
$4.15M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.07KNew |
$235K - $255K
|
2.07K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.04KNew |
$231K - $251K
|
2.04K
$273K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2K+ 188.43% |
$227K - $247K
|
3.07K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.98KNew |
$224K - $244K
|
1.98K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.98K+ 0.5% |
$224K - $243K
|
398K
$53.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.88K+ 2.33% |
$213K - $231K
|
82.6K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.88K+ 25.08% |
$212K - $231K
|
9.35K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$211K - $230K
|
1.86K
$249K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.85KNew |
$210K - $228K
|
1.85K
$247K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.84K+ 10.53% |
$209K - $227K
|
19.3K
$2.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.84K+ 52.86% |
$208K - $227K
|
5.32K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.84K+ 140.98% |
$208K - $226K
|
3.14K
$420K
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.83KNew |
$208K - $226K
|
1.83K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.82KNew |
$207K - $225K
|
1.82K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.78K+ 15.45% |
$202K - $219K
|
13.3K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.77KNew |
$200K - $218K
|
1.77K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.75KNew |
$198K - $216K
|
1.75K
$234K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.75K+ 17.32% |
$198K - $215K
|
11.8K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.74KNew |
$197K - $215K
|
1.74K
$233K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.73K+ 4.52% |
$196K - $213K
|
40K
$5.35M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.73K+ 15.89% |
$196K - $213K
|
12.6K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.72KNew |
$195K - $212K
|
1.72K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.72KNew |
$195K - $212K
|
1.72K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.71KNew |
$194K - $210K
|
1.71K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.71KNew |
$193K - $210K
|
1.71K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.71KNew |
$193K - $210K
|
1.71K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.69KNew |
$192K - $209K
|
1.69K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.69KNew |
$192K - $209K
|
1.69K
$226K
|