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 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.75K+ 6.95% |
$949K - $1.04M
|
135K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.05K+ 0.32% |
$873K - $960K
|
2.51M
$326M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.9KNew |
$857K - $942K
|
7.9K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.47KNew |
$702K - $772K
|
6.47K
$839K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
6.25K+ 7.52% |
$679K - $746K
|
89.4K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.01K+ 337.09% |
$652K - $716K
|
7.79K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
6K+ 42.86% |
$651K - $716K
|
20K
$2.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.99KNew |
$650K - $714K
|
5.99K
$777K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.82K+ 9.11% |
$632K - $694K
|
69.7K
$9.05M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.76K+ 43.11% |
$625K - $687K
|
19.1K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.44K+ 3.9% |
$590K - $649K
|
145K
$18.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
5.4K+ 19.4% |
$586K - $644K
|
33.2K
$4.31M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.35K+ 6.24% |
$581K - $638K
|
91.1K
$11.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.34KNew |
$579K - $636K
|
5.34K
$692K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5.23K+ 18.77% |
$568K - $624K
|
33.1K
$4.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.08K+ 90.38% |
$552K - $606K
|
10.7K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.98KNew |
$541K - $594K
|
4.98K
$646K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.76K+ 6.12% |
$517K - $568K
|
82.6K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.65K+ 109.1% |
$505K - $555K
|
8.92K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.46K+ 103.46% |
$483K - $531K
|
8.76K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.32K+ 62.12% |
$469K - $515K
|
11.3K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.03K+ 16.09% |
$437K - $480K
|
29.1K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
4.02K+ 40.89% |
$437K - $480K
|
13.9K
$1.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.99K+ 127.93% |
$432K - $475K
|
7.1K
$921K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.76KNew |
$408K - $448K
|
3.76K
$488K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
3.59K+ 16.37% |
$390K - $429K
|
25.5K
$3.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
3.52K+ 8.61% |
$381K - $419K
|
44.3K
$5.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.42K+ 17.57% |
$371K - $408K
|
22.9K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.4KNew |
$369K - $406K
|
3.4K
$441K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.39KNew |
$367K - $404K
|
3.39K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.33KNew |
$361K - $397K
|
3.33K
$431K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.31KNew |
$359K - $395K
|
3.31K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.23KNew |
$350K - $385K
|
3.23K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.05KNew |
$331K - $364K
|
3.05K
$396K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3KNew |
$325K - $358K
|
3K
$389K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.95K+ 9.89% |
$320K - $352K
|
32.8K
$4.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.93KNew |
$318K - $349K
|
2.93K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.91K+ 75.04% |
$316K - $347K
|
6.79K
$880K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.9K+ 58.04% |
$315K - $346K
|
7.91K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.9KNew |
$315K - $346K
|
2.9K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.82K+ 8.97% |
$305K - $336K
|
34.2K
$4.44M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.69KNew |
$292K - $321K
|
2.69K
$349K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.57KNew |
$279K - $306K
|
2.57K
$333K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.56K+ 5.15% |
$278K - $305K
|
52.3K
$6.78M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.52K+ 12.15% |
$273K - $301K
|
23.3K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
2.52K+ 0.8% |
$273K - $300K
|
317K
$41.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.47K+ 3.58% |
$267K - $294K
|
71.3K
$9.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 12.07% |
$254K - $279K
|
21.8K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.34KNew |
$254K - $279K
|
2.34K
$304K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.32K+ 3.48% |
$251K - $276K
|
68.9K
$8.94M
|