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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
800+ 35.6% |
$90.6K - $98.5K
|
3.05K
$395K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
794+ 12.58% |
$90K - $97.8K
|
7.11K
$922K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
793+ 42.68% |
$89.9K - $97.7K
|
2.65K
$344K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
791+ 6.88% |
$89.6K - $97.4K
|
12.3K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
769+ 20.85% |
$87.1K - $94.7K
|
4.46K
$578K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
762+ 5.33% |
$86.3K - $93.9K
|
15.1K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
744+ 8.23% |
$84.3K - $91.6K
|
9.78K
$1.27M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
742+ 2.56% |
$84.1K - $91.4K
|
29.7K
$3.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
739+ 37.36% |
$83.7K - $91K
|
2.72K
$352K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
725+ 2.2% |
$82.1K - $89.3K
|
33.7K
$4.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
676+ 4.41% |
$76.6K - $83.3K
|
16K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
672+ 3.05% |
$76.1K - $82.8K
|
22.7K
$2.94M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
660+ 2.86% |
$74.8K - $81.3K
|
23.7K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
656+ 5.11% |
$74.3K - $80.8K
|
13.5K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
633New |
$71.7K - $78K
|
633
$82.1K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
605+ 3.6% |
$68.6K - $74.5K
|
17.4K
$2.26M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
582+ 0.9% |
$65.9K - $71.7K
|
65.4K
$8.48M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
574+ 24.45% |
$65K - $70.7K
|
2.92K
$379K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
572+ 2.88% |
$64.8K - $70.5K
|
20.4K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
564+ 21.58% |
$63.9K - $69.5K
|
3.18K
$412K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
538+ 7.04% |
$61K - $66.3K
|
8.18K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
537+ 66.21% |
$60.8K - $66.1K
|
1.35K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
535+ 3.25% |
$60.6K - $65.9K
|
17K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
534+ 23.73% |
$60.5K - $65.8K
|
2.78K
$361K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
521+ 11.79% |
$59K - $64.2K
|
4.94K
$641K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
520+ 12.11% |
$58.9K - $64.1K
|
4.82K
$625K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
503+ 8.81% |
$57K - $62K
|
6.22K
$806K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 2.56% |
$56.7K - $61.6K
|
20K
$2.59M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
500+ 18.38% |
$56.7K - $61.6K
|
3.22K
$418K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
495+ 3.05% |
$56.1K - $61K
|
16.7K
$2.17M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
478+ 29.45% |
$54.2K - $58.9K
|
2.1K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
469+ 2.4% |
$53.1K - $57.8K
|
20K
$2.59M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
464New |
$52.6K - $57.2K
|
464
$60.2K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
457+ 7.41% |
$51.8K - $56.3K
|
6.62K
$859K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
453+ 6.12% |
$51.3K - $55.8K
|
7.86K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
446+ 2.0% |
$50.5K - $54.9K
|
22.7K
$2.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
443+ 20.21% |
$50.2K - $54.6K
|
2.64K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
441+ 20.66% |
$50K - $54.3K
|
2.58K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
422+ 7.42% |
$47.8K - $52K
|
6.11K
$793K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
420+ 247.06% |
$47.6K - $51.7K
|
590
$76.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
420+ 15.73% |
$47.6K - $51.7K
|
3.09K
$401K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
410+ 6.28% |
$46.5K - $50.5K
|
6.93K
$899K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
405+ 1.82% |
$45.9K - $49.9K
|
22.7K
$2.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
395+ 5.31% |
$44.8K - $48.7K
|
7.84K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
391+ 3.06% |
$44.3K - $48.2K
|
13.2K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
390+ 10.29% |
$44.2K - $48K
|
4.18K
$542K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
382+ 2.27% |
$43.3K - $47.1K
|
17.2K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
381+ 14.95% |
$43.2K - $46.9K
|
2.93K
$380K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
367+ 5.28% |
$41.6K - $45.2K
|
7.32K
$950K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
364+ 1.32% |
$41.2K - $44.8K
|
28K
$3.63M
|