Purchases and Sales Made in Q2 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
544K+ 73.34% |
$59.1M - $64.9M
|
1.29M
$172M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
365K+ 15728.36% |
$39.6M - $43.5M
|
367K
$49.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
252K+ 55845.68% |
$27.3M - $30M
|
252K
$33.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
193KNew |
$21M - $23M
|
193K
$25.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
190K+ 132.39% |
$20.7M - $22.7M
|
334K
$44.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
161K+ 21.97% |
$17.5M - $19.2M
|
894K
$119M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
106K+ 218.69% |
$11.5M - $12.6M
|
154K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
100K+ 1803.02% |
$10.9M - $12M
|
106K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
60.9K+ 94.91% |
$6.61M - $7.27M
|
125K
$16.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
60.5K+ 10.51% |
$6.57M - $7.22M
|
637K
$85.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57.5K+ 4.59% |
$6.24M - $6.86M
|
1.31M
$175M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52.7K+ 7.46% |
$5.71M - $6.28M
|
759K
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
47KNew |
$5.1M - $5.61M
|
47K
$6.29M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.9KNew |
$5.09M - $5.6M
|
46.9K
$6.27M
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.9KNew |
$5.09M - $5.6M
|
46.9K
$6.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
46.8KNew |
$5.08M - $5.58M
|
46.8K
$6.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45.7KNew |
$4.96M - $5.45M
|
45.7K
$6.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
45.7KNew |
$4.96M - $5.45M
|
45.7K
$6.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.8K+ 425.51% |
$4.64M - $5.1M
|
52.8K
$7.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
41.6K+ 181.03% |
$4.51M - $4.96M
|
64.5K
$8.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.2K+ 138.89% |
$3.93M - $4.32M
|
62.3K
$8.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
31.4KNew |
$3.41M - $3.75M
|
31.4K
$4.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.6K+ 4.43% |
$3.22M - $3.53M
|
698K
$93.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.4K+ 13.55% |
$2.86M - $3.14M
|
221K
$29.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
26.1KNew |
$2.83M - $3.11M
|
26.1K
$3.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.2K+ 132.9% |
$2.73M - $3.01M
|
44.2K
$5.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
23.6K+ 20.34% |
$2.56M - $2.82M
|
140K
$18.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
22.9K+ 25.3% |
$2.48M - $2.73M
|
113K
$15.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
22.8KNew |
$2.47M - $2.72M
|
22.8K
$3.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
19.6KNew |
$2.12M - $2.34M
|
19.6K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
17.8KNew |
$1.94M - $2.13M
|
17.8K
$2.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
17.2K+ 52.53% |
$1.86M - $2.05M
|
49.8K
$6.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.1K+ 129.8% |
$1.86M - $2.04M
|
30.3K
$4.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
15.1KNew |
$1.64M - $1.8M
|
15.1K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8K+ 104.51% |
$1.61M - $1.77M
|
29K
$3.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.8KNew |
$1.49M - $1.64M
|
13.8K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.5K+ 111.52% |
$1.46M - $1.61M
|
25.6K
$3.42M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.5K+ 44.46% |
$1.46M - $1.61M
|
43.8K
$5.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.9K+ 120.44% |
$1.4M - $1.54M
|
23.6K
$3.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.3K+ 413.89% |
$1.34M - $1.47M
|
15.3K
$2.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 4.15% |
$1.34M - $1.47M
|
309K
$41.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12.2K+ 89.72% |
$1.33M - $1.46M
|
25.9K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12.2K+ 143.64% |
$1.33M - $1.46M
|
20.7K
$2.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5K+ 31.26% |
$1.25M - $1.37M
|
48.3K
$6.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.8K+ 173.54% |
$1.17M - $1.28M
|
17K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10.6K+ 30.34% |
$1.14M - $1.26M
|
45.3K
$6.06M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
10.1K+ 8.52% |
$1.1M - $1.21M
|
129K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.5K+ 31.71% |
$1.03M - $1.13M
|
39.5K
$5.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
9.37K+ 52.36% |
$1.02M - $1.12M
|
27.3K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.09K+ 13.92% |
$986K - $1.08M
|
74.4K
$9.94M
|