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 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.53K- 2.53% |
$926K - $1.02M
|
328K
$42.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.62K- 37.54% |
$935K - $1.03M
|
14.3K
$1.86M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.05K- 69.06% |
$982K - $1.08M
|
4.06K
$526K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.25K- 44.81% |
$1M - $1.1M
|
11.4K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.32K- 6.99% |
$1.01M - $1.11M
|
124K
$16.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.68K- 25.99% |
$1.05M - $1.15M
|
27.6K
$3.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.68K- 16.07% |
$1.05M - $1.15M
|
50.5K
$6.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.79K- 21.01% |
$1.06M - $1.17M
|
36.8K
$4.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.85K- 10.13% |
$1.07M - $1.18M
|
87.5K
$11.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.96K- 42.98% |
$1.08M - $1.19M
|
13.2K
$1.71M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9.96K- 42.98% |
$1.08M - $1.19M
|
13.2K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10K- 26.39% |
$1.09M - $1.2M
|
27.9K
$3.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.2K- 4.16% |
$1.11M - $1.22M
|
236K
$30.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.5K- 36.84% |
$1.14M - $1.25M
|
18K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-10.7K- 22.72% |
$1.16M - $1.28M
|
36.4K
$4.72M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-12K- 58.2% |
$1.3M - $1.43M
|
8.6K
$1.12M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.7K- 79.84% |
$1.38M - $1.52M
|
3.22K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.2K- 11.3% |
$1.43M - $1.57M
|
103K
$13.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14K- 4.18% |
$1.52M - $1.67M
|
321K
$41.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-14.6K- 34.29% |
$1.59M - $1.75M
|
28.1K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.9K- 60.03% |
$1.62M - $1.78M
|
9.93K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-15.2K- 61.16% |
$1.65M - $1.81M
|
9.64K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.3K- 4.61% |
$1.66M - $1.83M
|
317K
$41.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16.1K- 75.41% |
$1.75M - $1.92M
|
5.26K
$682K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.8K- 9.13% |
$1.82M - $2M
|
167K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17K- 10.36% |
$1.84M - $2.02M
|
147K
$19M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.4K- 4.14% |
$1.89M - $2.08M
|
404K
$52.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-18.6K- 19.77% |
$2.02M - $2.22M
|
75.7K
$9.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-19K- 39.95% |
$2.06M - $2.26M
|
28.5K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.2K- 10.15% |
$2.08M - $2.29M
|
170K
$22M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.2K- 29.16% |
$2.08M - $2.29M
|
46.6K
$6.05M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-19.6K- 28.02% |
$2.13M - $2.34M
|
50.5K
$6.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21K- 85.89% |
$2.28M - $2.51M
|
3.46K
$448K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-21.5K- 89.56% |
$2.33M - $2.57M
|
2.51K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21.5K- 8.53% |
$2.34M - $2.57M
|
231K
$29.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-23.6K- 92.25% |
$2.56M - $2.81M
|
1.98K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24.6K- 31.62% |
$2.67M - $2.94M
|
53.3K
$6.91M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26.2K- 89.34% |
$2.84M - $3.13M
|
3.13K
$406K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-26.9K- 35.12% |
$2.92M - $3.21M
|
49.8K
$6.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27K- 22.44% |
$2.93M - $3.22M
|
93.4K
$12.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-27.1K- 30.43% |
$2.94M - $3.23M
|
62K
$8.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-27.6K- 78.22% |
$2.99M - $3.29M
|
7.67K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-28.2K- 14.98% |
$3.06M - $3.36M
|
160K
$20.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-29.9K- 47.29% |
$3.25M - $3.57M
|
33.4K
$4.33M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-31.2K- 28.96% |
$3.39M - $3.72M
|
76.6K
$9.94M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.4K- 9.31% |
$3.62M - $3.98M
|
325K
$42.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-36.1K- 5.34% |
$3.92M - $4.3M
|
640K
$83M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-36.9K- 67.97% |
$4.01M - $4.41M
|
17.4K
$2.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.4K- 13.91% |
$4.06M - $4.46M
|
231K
$30M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-40.7K- 53.36% |
$4.41M - $4.85M
|
35.5K
$4.61M
|