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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-155- 0.72% |
$16.8K - $18.5K
|
21.4K
$2.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-159- 1.89% |
$17.3K - $19K
|
8.24K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-160- 0.48% |
$17.4K - $19.1K
|
33K
$4.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-161- 2.88% |
$17.5K - $19.2K
|
5.43K
$704K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-162- 5.34% |
$17.6K - $19.3K
|
2.87K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-165- 3.24% |
$17.9K - $19.7K
|
4.93K
$639K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-169- 6.09% |
$18.3K - $20.2K
|
2.6K
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-170- 4.42% |
$18.4K - $20.3K
|
3.68K
$477K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-171- 50.89% |
$18.6K - $20.4K
|
165
$21.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-172- 5.62% |
$18.7K - $20.5K
|
2.89K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-173- 1.24% |
$18.8K - $20.6K
|
13.8K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-179- 7.49% |
$19.4K - $21.3K
|
2.21K
$287K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-180- 5.11% |
$19.5K - $21.5K
|
3.34K
$433K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-185- 2.36% |
$20.1K - $22.1K
|
7.64K
$991K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-189- 0.54% |
$20.5K - $22.5K
|
34.9K
$4.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-194- 2.43% |
$21K - $23.1K
|
7.77K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-196- 8.07% |
$21.3K - $23.4K
|
2.23K
$290K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-198- 1.34% |
$21.5K - $23.6K
|
14.6K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-200- 1.59% |
$21.7K - $23.9K
|
12.4K
$1.6M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-200- 13.75% |
$21.7K - $23.9K
|
1.26K
$163K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-200- 3.48% |
$21.7K - $23.9K
|
5.54K
$719K
|
|
|
Jul 06, 2023
Q2 2023
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-200- 7.23% |
$21.7K - $23.9K
|
2.57K
$333K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-205- 1.19% |
$22.2K - $24.5K
|
17K
$2.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-205- 18.14% |
$22.2K - $24.5K
|
925
$120K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-210- 2.07% |
$22.8K - $25K
|
9.92K
$1.29M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-212- 3.56% |
$23K - $25.3K
|
5.74K
$744K
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-212- 1.46% |
$23K - $25.3K
|
14.3K
$1.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-213- 10.54% |
$23.1K - $25.4K
|
1.81K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-217- 2.87% |
$23.5K - $25.9K
|
7.34K
$952K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-218- 2.13% |
$23.7K - $26K
|
10K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-219- 2.28% |
$23.8K - $26.1K
|
9.4K
$1.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-220- 9.76% |
$23.9K - $26.2K
|
2.04K
$264K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-221- 0.4% |
$24K - $26.4K
|
54.3K
$7.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-230- 2.59% |
$25K - $27.4K
|
8.64K
$1.12M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-232- 2.01% |
$25.2K - $27.7K
|
11.3K
$1.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-233- 2.73% |
$25.3K - $27.8K
|
8.31K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-240- 2.46% |
$26K - $28.6K
|
9.5K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-240- 0.84% |
$26K - $28.6K
|
28.5K
$3.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-243- 6.8% |
$26.4K - $29K
|
3.33K
$432K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-244- 0.62% |
$26.5K - $29.1K
|
39.4K
$5.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-245- 6.13% |
$26.6K - $29.2K
|
3.75K
$487K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-247- 1.72% |
$26.8K - $29.5K
|
14.2K
$1.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-249- 9.11% |
$27K - $29.7K
|
2.48K
$322K
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-250- 11.19% |
$27.1K - $29.8K
|
1.98K
$257K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-250- 7.88% |
$27.1K - $29.8K
|
2.92K
$379K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-254- 11.79% |
$27.6K - $30.3K
|
1.9K
$246K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-255- 2.09% |
$27.7K - $30.4K
|
11.9K
$1.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-256- 9.51% |
$27.8K - $30.5K
|
2.44K
$316K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-260- 9.42% |
$28.2K - $31K
|
2.5K
$324K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-265- 6.31% |
$28.8K - $31.6K
|
3.93K
$510K
|