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 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
142+ 0.55% |
$16.1K - $17.5K
|
25.9K
$3.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
139+ 0.67% |
$15.8K - $17.1K
|
21K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
134+ 0.43% |
$15.2K - $16.5K
|
31.6K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
129+ 0.57% |
$14.6K - $15.9K
|
22.9K
$2.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
123+ 2.72% |
$13.9K - $15.2K
|
4.64K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
122+ 0.77% |
$13.8K - $15K
|
16K
$2.08M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
119+ 0.39% |
$13.5K - $14.7K
|
30.9K
$4.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$13.5K - $14.7K
|
119
$15.4K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
116+ 5.66% |
$13.1K - $14.3K
|
2.17K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
112+ 3.12% |
$12.7K - $13.8K
|
3.7K
$480K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
110+ 0.73% |
$12.5K - $13.5K
|
15.3K
$1.98M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
110+ 6.72% |
$12.5K - $13.5K
|
1.75K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
109+ 1.83% |
$12.4K - $13.4K
|
6.08K
$788K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
107+ 1.47% |
$12.1K - $13.2K
|
7.39K
$958K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
107+ 1.47% |
$12.1K - $13.2K
|
7.39K
$958K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
106New |
$12K - $13.1K
|
106
$13.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
103+ 3.89% |
$11.7K - $12.7K
|
2.75K
$357K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
102+ 13.44% |
$11.6K - $12.6K
|
861
$112K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
102+ 7.86% |
$11.6K - $12.6K
|
1.4K
$181K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
101New |
$11.4K - $12.4K
|
101
$13.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
101+ 3.98% |
$11.4K - $12.4K
|
2.64K
$343K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 0.65% |
$11.3K - $12.3K
|
15.5K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
100+ 9.52% |
$11.3K - $12.3K
|
1.15K
$149K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
92+ 0.47% |
$10.4K - $11.3K
|
19.6K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
86+ 0.66% |
$9.74K - $10.6K
|
13.1K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
83+ 0.19% |
$9.4K - $10.2K
|
44.4K
$5.76M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
82+ 0.6% |
$9.29K - $10.1K
|
13.7K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
76+ 0.2% |
$8.61K - $9.36K
|
37.9K
$4.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
71+ 1.8% |
$8.05K - $8.75K
|
4.02K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
67New |
$7.59K - $8.25K
|
67
$8.69K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
62+ 0.45% |
$7.03K - $7.64K
|
14K
$1.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
60+ 3.5% |
$6.8K - $7.39K
|
1.77K
$230K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
55+ 0.81% |
$6.23K - $6.77K
|
6.84K
$888K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
54New |
$6.12K - $6.65K
|
54
$7K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
54+ 2.74% |
$6.12K - $6.65K
|
2.02K
$263K
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
53+ 2.65% |
$6.01K - $6.53K
|
2.06K
$267K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50+ 11.96% |
$5.67K - $6.16K
|
468
$60.7K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
50+ 2.0% |
$5.67K - $6.16K
|
2.55K
$331K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 7.29% |
$5.67K - $6.16K
|
736
$95.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
50+ 0.47% |
$5.67K - $6.16K
|
10.7K
$1.39M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 0.62% |
$5.44K - $5.91K
|
7.8K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
47New |
$5.33K - $5.79K
|
47
$6.1K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
47+ 0.48% |
$5.33K - $5.79K
|
9.77K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
46+ 0.4% |
$5.21K - $5.67K
|
11.6K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 1.27% |
$5.1K - $5.54K
|
3.58K
$464K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
44+ 0.2% |
$4.99K - $5.42K
|
22.4K
$2.91M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
43+ 0.8% |
$4.87K - $5.3K
|
5.39K
$699K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
41+ 2.36% |
$4.65K - $5.05K
|
1.78K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
38+ 3.39% |
$4.31K - $4.68K
|
1.16K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
38+ 0.46% |
$4.31K - $4.68K
|
8.31K
$1.08M
|