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 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.98% |
$3.97K - $4.31K
|
3.62K
$483K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
33+ 0.37% |
$3.74K - $4.06K
|
8.98K
$1.2M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 7.11% |
$3.63K - $3.94K
|
482
$64.4K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
32+ 0.0% |
$3.63K - $3.94K
|
681K
$91.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
31+ 4.47% |
$3.51K - $3.82K
|
725
$96.9K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
26+ 0.61% |
$2.95K - $3.2K
|
4.32K
$577K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25New |
$2.83K - $3.08K
|
25
$3.34K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
25+ 0.45% |
$2.83K - $3.08K
|
5.62K
$751K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25+ 0.76% |
$2.83K - $3.08K
|
3.33K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
23+ 1.28% |
$2.61K - $2.83K
|
1.82K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
22+ 0.8% |
$2.49K - $2.71K
|
2.76K
$369K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
22+ 0.53% |
$2.49K - $2.71K
|
4.15K
$554K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
22+ 0.57% |
$2.49K - $2.71K
|
3.87K
$517K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22+ 0.8% |
$2.49K - $2.71K
|
2.76K
$369K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
21+ 0.1% |
$2.38K - $2.59K
|
21.6K
$2.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
20+ 0.47% |
$2.27K - $2.46K
|
4.3K
$575K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$2.04K - $2.22K
|
18
$2.41K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.13% |
$2.04K - $2.22K
|
13.6K
$1.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15+ 0.31% |
$1.7K - $1.85K
|
4.8K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15+ 0.19% |
$1.7K - $1.85K
|
7.91K
$1.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14+ 0.54% |
$1.59K - $1.72K
|
2.63K
$351K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
14+ 0.43% |
$1.59K - $1.72K
|
3.28K
$438K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
14+ 0.57% |
$1.59K - $1.72K
|
2.46K
$329K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
14+ 0.82% |
$1.59K - $1.72K
|
1.72K
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
11+ 0.3% |
$1.25K - $1.35K
|
3.64K
$487K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11+ 0.33% |
$1.25K - $1.35K
|
3.36K
$448K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
11+ 0.21% |
$1.25K - $1.35K
|
5.29K
$707K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.8% |
$1.13K - $1.23K
|
1.25K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.36% |
$1.13K - $1.23K
|
2.76K
$369K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9+ 0.52% |
$1.02K - $1.11K
|
1.76K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
8+ 0.36% |
$906 - $985
|
2.26K
$302K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.16% |
$906 - $985
|
5.17K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.27% |
$906 - $985
|
2.97K
$397K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8+ 0.25% |
$906 - $985
|
3.19K
$427K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.47% |
$906 - $985
|
1.7K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8+ 0.07% |
$906 - $985
|
11.3K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.04% |
$793 - $862
|
16.3K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
7+ 0.07% |
$793 - $862
|
10.4K
$1.39M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7+ 0.26% |
$793 - $862
|
2.71K
$362K
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
7+ 0.21% |
$793 - $862
|
3.29K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
7+ 0.05% |
$793 - $862
|
13.3K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.59% |
$793 - $862
|
1.2K
$160K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
6+ 0.3% |
$680 - $739
|
2.02K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
6+ 0.24% |
$680 - $739
|
2.48K
$331K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
6+ 0.32% |
$680 - $739
|
1.88K
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6+ 0.12% |
$680 - $739
|
5.2K
$694K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5+ 0.17% |
$567 - $616
|
2.92K
$391K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5+ 3.65% |
$567 - $616
|
142
$19K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.22% |
$567 - $616
|
2.26K
$302K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.07% |
$567 - $616
|
7.05K
$943K
|