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
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.69KNew |
$191K - $208K
|
1.69K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.68KNew |
$190K - $207K
|
1.68K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1.68KNew |
$190K - $207K
|
1.68K
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.68KNew |
$190K - $206K
|
1.68K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.68KNew |
$190K - $206K
|
1.68K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.67KNew |
$189K - $205K
|
1.67K
$223K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.63KNew |
$185K - $201K
|
1.63K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.63KNew |
$185K - $201K
|
1.63K
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.6K+ 20.13% |
$182K - $198K
|
9.57K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.59K+ 408.72% |
$181K - $196K
|
1.98K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.55K+ 3.93% |
$175K - $191K
|
40.9K
$5.47M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.5K+ 0.54% |
$170K - $185K
|
280K
$37.4M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.46KNew |
$166K - $180K
|
1.46K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.38K+ 5.77% |
$156K - $169K
|
25.2K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.37K+ 29.15% |
$155K - $169K
|
6.07K
$811K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.36K+ 0.02% |
$154K - $168K
|
8.44M
$1.13B
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.26K+ 59.97% |
$142K - $155K
|
3.35K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.26KNew |
$142K - $155K
|
1.26K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.25KNew |
$141K - $154K
|
1.25K
$167K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
1.24K+ 8.21% |
$141K - $153K
|
16.4K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.2KNew |
$136K - $147K
|
1.2K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.19K+ 7.79% |
$134K - $146K
|
16.4K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.18KNew |
$134K - $146K
|
1.18K
$158K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.18KNew |
$134K - $145K
|
1.18K
$158K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 52.04% |
$133K - $144K
|
3.43K
$458K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
1.15K+ 13.12% |
$131K - $142K
|
9.94K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13KNew |
$128K - $139K
|
1.13K
$151K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.12K+ 279.3% |
$127K - $138K
|
1.52K
$203K
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.12K+ 26.23% |
$126K - $137K
|
5.37K
$717K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$123K - $134K
|
1.09K
$145K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 4.36% |
$121K - $132K
|
25.7K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.03K+ 3.46% |
$117K - $127K
|
30.9K
$4.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 2.37% |
$117K - $127K
|
44.5K
$5.94M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.01KNew |
$114K - $124K
|
1.01K
$135K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1K+ 10.83% |
$114K - $124K
|
10.3K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
999+ 22.84% |
$113K - $123K
|
5.37K
$718K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
945+ 17.1% |
$107K - $116K
|
6.47K
$865K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
936+ 22.59% |
$106K - $115K
|
5.08K
$679K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
904+ 7.2% |
$102K - $111K
|
13.5K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
902+ 8.73% |
$102K - $111K
|
11.2K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
898+ 40.09% |
$102K - $111K
|
3.14K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
885+ 18.2% |
$100K - $109K
|
5.75K
$768K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
881New |
$99.8K - $109K
|
881
$118K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
869+ 11.05% |
$98.5K - $107K
|
8.73K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
839+ 6.05% |
$95.1K - $103K
|
14.7K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
836+ 2.76% |
$94.7K - $103K
|
31.1K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
829+ 24.13% |
$93.9K - $102K
|
4.26K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
823New |
$93.3K - $101K
|
823
$110K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
813+ 3.56% |
$92.1K - $100K
|
23.6K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
803+ 9.15% |
$91K - $98.9K
|
9.58K
$1.28M
|