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 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.25KNew |
$244K - $268K
|
2.25K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.23K+ 34.66% |
$242K - $266K
|
8.66K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.14K+ 4.49% |
$233K - $256K
|
49.9K
$6.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 12.68% |
$229K - $252K
|
18.8K
$2.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 34.86% |
$228K - $251K
|
8.14K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.08K+ 9.03% |
$225K - $248K
|
25.1K
$3.25M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.08K+ 9.03% |
$225K - $248K
|
25.1K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.06K+ 9.33% |
$223K - $245K
|
24.1K
$3.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.05KNew |
$222K - $245K
|
2.05K
$266K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.03K+ 1.85% |
$220K - $242K
|
112K
$14.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2KNew |
$217K - $239K
|
2K
$260K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.97K+ 20.82% |
$214K - $235K
|
11.4K
$1.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.91K+ 3.65% |
$208K - $228K
|
54.4K
$7.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.88KNew |
$204K - $225K
|
1.88K
$244K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.88KNew |
$204K - $224K
|
1.88K
$244K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.83KNew |
$199K - $219K
|
1.83K
$238K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.82KNew |
$197K - $217K
|
1.82K
$236K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.79K+ 72.22% |
$194K - $214K
|
4.27K
$554K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.78KNew |
$193K - $212K
|
1.78K
$231K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
1.63K+ 7.66% |
$177K - $195K
|
22.9K
$2.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.61K+ 31.99% |
$174K - $192K
|
6.63K
$860K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.56K+ 75.34% |
$169K - $185K
|
3.62K
$469K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.46K+ 10.08% |
$159K - $174K
|
16K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.46K+ 10.35% |
$158K - $174K
|
15.5K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.44K+ 68.63% |
$157K - $172K
|
3.55K
$460K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.44K+ 5.91% |
$156K - $172K
|
25.8K
$3.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.42KNew |
$154K - $170K
|
1.42K
$185K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.35K+ 2.51% |
$146K - $161K
|
55K
$7.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.29K+ 4.58% |
$139K - $153K
|
29.3K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.24K+ 6.23% |
$134K - $147K
|
21.1K
$2.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.23K+ 1.7% |
$134K - $147K
|
73.8K
$9.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.21KNew |
$131K - $144K
|
1.21K
$156K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.2K+ 11.98% |
$130K - $143K
|
11.2K
$1.45M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 16.19% |
$130K - $143K
|
8.61K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.16K+ 2.99% |
$126K - $139K
|
40K
$5.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
1.09K+ 40.41% |
$118K - $130K
|
3.79K
$492K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.07K+ 8.5% |
$116K - $128K
|
13.7K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.07KNew |
$116K - $128K
|
1.07K
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.05K+ 2.75% |
$114K - $125K
|
39.3K
$5.09M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$114K - $125K
|
1.05K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.01K+ 7.7% |
$110K - $120K
|
14.1K
$1.83M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.01KNew |
$109K - $120K
|
1.01K
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
927+ 34.75% |
$101K - $111K
|
3.6K
$466K
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
922+ 1.87% |
$100K - $110K
|
50.3K
$6.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
904+ 4.12% |
$98.1K - $108K
|
22.8K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
902+ 4.64% |
$97.9K - $108K
|
20.3K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
893+ 0.85% |
$96.9K - $107K
|
106K
$13.7M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
873+ 3.38% |
$94.7K - $104K
|
26.7K
$3.47M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
867+ 1.61% |
$94.1K - $103K
|
54.9K
$7.12M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
861New |
$93.4K - $103K
|
861
$112K
|