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 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 1.27% |
$5.1K - $5.54K
|
3.58K
$487K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
44+ 0.2% |
$4.99K - $5.42K
|
22.4K
$3.05M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
43+ 0.8% |
$4.87K - $5.3K
|
5.39K
$733K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
41+ 2.36% |
$4.65K - $5.05K
|
1.78K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
38+ 0.46% |
$4.31K - $4.68K
|
8.31K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
38+ 3.39% |
$4.31K - $4.68K
|
1.16K
$158K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.98% |
$3.97K - $4.31K
|
3.62K
$492K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
33+ 0.37% |
$3.74K - $4.06K
|
8.98K
$1.22M
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
32+ 0.0% |
$3.63K - $3.94K
|
681K
$92.7M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 7.11% |
$3.63K - $3.94K
|
482
$65.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
31+ 4.47% |
$3.51K - $3.82K
|
725
$98.7K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
26+ 0.61% |
$2.95K - $3.2K
|
4.32K
$588K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25+ 0.76% |
$2.83K - $3.08K
|
3.33K
$453K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25New |
$2.83K - $3.08K
|
25
$3.4K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
25+ 0.45% |
$2.83K - $3.08K
|
5.62K
$765K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
23+ 1.28% |
$2.61K - $2.83K
|
1.82K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
22+ 0.53% |
$2.49K - $2.71K
|
4.15K
$564K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
22+ 0.8% |
$2.49K - $2.71K
|
2.76K
$375K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22+ 0.8% |
$2.49K - $2.71K
|
2.76K
$375K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
22+ 0.57% |
$2.49K - $2.71K
|
3.87K
$526K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
21+ 0.1% |
$2.38K - $2.59K
|
21.6K
$2.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
20+ 0.47% |
$2.27K - $2.46K
|
4.3K
$586K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$2.04K - $2.22K
|
18
$2.45K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.13% |
$2.04K - $2.22K
|
13.6K
$1.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15+ 0.31% |
$1.7K - $1.85K
|
4.8K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15+ 0.19% |
$1.7K - $1.85K
|
7.91K
$1.08M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
14+ 0.82% |
$1.59K - $1.72K
|
1.72K
$235K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
14+ 0.57% |
$1.59K - $1.72K
|
2.46K
$335K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
14+ 0.43% |
$1.59K - $1.72K
|
3.28K
$446K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14+ 0.54% |
$1.59K - $1.72K
|
2.63K
$358K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
11+ 0.21% |
$1.25K - $1.35K
|
5.29K
$720K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11+ 0.33% |
$1.25K - $1.35K
|
3.36K
$457K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
11+ 0.3% |
$1.25K - $1.35K
|
3.64K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.36% |
$1.13K - $1.23K
|
2.76K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.8% |
$1.13K - $1.23K
|
1.25K
$171K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9+ 0.52% |
$1.02K - $1.11K
|
1.76K
$239K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8+ 0.25% |
$906 - $985
|
3.19K
$434K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.47% |
$906 - $985
|
1.7K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.27% |
$906 - $985
|
2.97K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8+ 0.07% |
$906 - $985
|
11.3K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.16% |
$906 - $985
|
5.17K
$703K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
8+ 0.36% |
$906 - $985
|
2.26K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.59% |
$793 - $862
|
1.2K
$163K
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
7+ 0.21% |
$793 - $862
|
3.29K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
7+ 0.07% |
$793 - $862
|
10.4K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.04% |
$793 - $862
|
16.3K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
7+ 0.05% |
$793 - $862
|
13.3K
$1.81M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7+ 0.26% |
$793 - $862
|
2.71K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
6+ 0.32% |
$680 - $739
|
1.88K
$255K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
6+ 0.3% |
$680 - $739
|
2.02K
$275K
|