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 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
362+ 5.6% |
$41K - $44.6K
|
6.82K
$885K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
359+ 14.34% |
$40.7K - $44.2K
|
2.86K
$371K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
353+ 4.36% |
$40K - $43.5K
|
8.45K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
352+ 72.28% |
$39.9K - $43.4K
|
839
$109K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
351+ 0.78% |
$39.8K - $43.2K
|
45.3K
$5.87M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
345+ 884.62% |
$39.1K - $42.5K
|
384
$49.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
343+ 5.96% |
$38.9K - $42.3K
|
6.1K
$791K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
333+ 51.23% |
$37.7K - $41K
|
983
$127K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
325+ 10.83% |
$36.8K - $40K
|
3.33K
$431K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
322+ 14.47% |
$36.5K - $39.7K
|
2.55K
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
310+ 32.36% |
$35.1K - $38.2K
|
1.27K
$164K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
300+ 9.54% |
$34K - $37K
|
3.45K
$447K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
299+ 2.17% |
$33.9K - $36.8K
|
14.1K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
296+ 65.63% |
$33.5K - $36.5K
|
747
$96.9K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
289New |
$32.7K - $35.6K
|
289
$37.5K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
287+ 4.79% |
$32.5K - $35.4K
|
6.28K
$815K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
284+ 1.49% |
$32.2K - $35K
|
19.3K
$2.5M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
283+ 1.42% |
$32.1K - $34.9K
|
20.2K
$2.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
277+ 154.75% |
$31.4K - $34.1K
|
456
$59.1K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
275+ 1.96% |
$31.2K - $33.9K
|
14.3K
$1.86M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
265+ 0.65% |
$30K - $32.6K
|
41.1K
$5.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
265+ 0.84% |
$30K - $32.6K
|
31.7K
$4.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
254+ 0.75% |
$28.8K - $31.3K
|
34.1K
$4.42M
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
245+ 9.33% |
$27.8K - $30.2K
|
2.87K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
237+ 0.64% |
$26.9K - $29.2K
|
37.2K
$4.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
235+ 4.6% |
$26.6K - $28.9K
|
5.34K
$693K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
232+ 1.38% |
$26.3K - $28.6K
|
17.1K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
227+ 4.45% |
$25.7K - $28K
|
5.33K
$691K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
216+ 6.64% |
$24.5K - $26.6K
|
3.47K
$450K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
211+ 0.57% |
$23.9K - $26K
|
37.5K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 1.84% |
$22.7K - $24.6K
|
11.1K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
200New |
$22.7K - $24.6K
|
200
$25.9K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
200New |
$22.7K - $24.6K
|
200
$25.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
197+ 1.19% |
$22.3K - $24.3K
|
16.8K
$2.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
195+ 5.19% |
$22.1K - $24K
|
3.95K
$512K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
186+ 8.54% |
$21.1K - $22.9K
|
2.37K
$307K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
186+ 2.96% |
$21.1K - $22.9K
|
6.46K
$838K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
184+ 3.85% |
$20.8K - $22.7K
|
4.96K
$644K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
183+ 2.13% |
$20.7K - $22.5K
|
8.77K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
180+ 1.54% |
$20.4K - $22.2K
|
11.9K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
174+ 7.83% |
$19.7K - $21.4K
|
2.4K
$311K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
160+ 2.53% |
$18.1K - $19.7K
|
6.49K
$842K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
159+ 0.17% |
$18K - $19.6K
|
93.3K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
151+ 15.5% |
$17.1K - $18.6K
|
1.13K
$146K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
151+ 2.13% |
$17.1K - $18.6K
|
7.25K
$940K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
148+ 4.92% |
$16.8K - $18.2K
|
3.16K
$410K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
148+ 1.33% |
$16.8K - $18.2K
|
11.3K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
146+ 2.09% |
$16.5K - $18K
|
7.15K
$927K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
146+ 0.38% |
$16.5K - $18K
|
38.4K
$4.98M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
142+ 7.6% |
$16.1K - $17.5K
|
2.01K
$261K
|