Purchases and Sales Made in Q2 2023 in Ishares Tr (DVY)

DVY Quotes by TradingView

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 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
841
+ 27.57%
$91.2K - $100K
3.89K $505K
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
813
+ 11.22%
$88.2K - $97K
8.06K $1.05M
Jul 25, 2023 Q2 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
813
+ 11.85%
$88.2K - $97K
7.67K $995K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
806
+ 11.11%
$87.5K - $96.1K
8.06K $1.05M
Sep 13, 2023 Q2 2023
Ims Capital Management

BUY
 -
803
+ 4.51%
$87.1K - $95.8K
18.6K $2.42M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
803
+ 4.37%
$87.1K - $95.8K
19.2K $2.49M
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
776
+ 4.46%
$84.2K - $92.6K
18.2K $2.36M
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
775
+ 4.24%
$84.1K - $92.4K
19.1K $2.47M
Jul 25, 2023 Q2 2023
Carret Asset Management, LLC

BUY
 -
764
+ 1.5%
$82.9K - $91.1K
51.7K $6.7M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
750
+ 7.5%
$81.4K - $89.5K
10.8K $1.39M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
709
+ 1.22%
$76.9K - $84.6K
58.7K $7.62M
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
BUY
 -
704
+ 2.78%
$76.4K - $84K
26K $3.37M
Aug 07, 2023 Q2 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
689
+ 35.92%
$74.8K - $82.2K
2.61K $338K
Aug 11, 2023 Q2 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
688
+ 0.8%
$74.6K - $82.1K
86.2K $11.2M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
667
+ 9.18%
$72.4K - $79.6K
7.94K $1.03M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
665
+ 2.57%
$72.2K - $79.3K
26.6K $3.45M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
657
+ 9.04%
$71.3K - $78.4K
7.92K $1.03M
Jul 17, 2023 Q2 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
640
+ 49.5%
$69.4K - $76.3K
1.93K $251K
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
620
+ 12.17%
$67.3K - $73.9K
5.71K $741K
Aug 02, 2023 Q2 2023
Powell Investment Advisors, LLC

BUY
 -
620
+ 0.69%
$67.3K - $73.9K
90.7K $11.8M
Aug 08, 2023 Q2 2023
Edge Capital Group, LLC

BUY
 -
611
+ 3.16%
$66.3K - $72.9K
20K $2.59M
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
604
+ 18.56%
$65.5K - $72K
3.86K $501K
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
585
+ 3.0%
$63.5K - $69.8K
20.1K $2.61M
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
583
+ 25.8%
$63.3K - $69.5K
2.84K $369K
Jul 27, 2023 Q2 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
580
+ 1.55%
$62.9K - $69.2K
37.9K $4.91M
Aug 09, 2023 Q2 2023
Lokken Investment Group LLC

BUY
 -
574
+ 4.35%
$62.3K - $68.5K
13.8K $1.79M
Jul 11, 2023 Q2 2023
Omega Financial Group, LLC

BUY
 -
567
+ 1.04%
$61.5K - $67.6K
55K $7.13M
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
566
+ 11.7%
$61.4K - $67.5K
5.4K $701K
Jul 25, 2023 Q2 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
561
+ 6.93%
$60.9K - $66.9K
8.65K $1.12M
Jul 20, 2023 Q2 2023
Blb&B Advisors, LLC

BUY
 -
555
+ 30.78%
$60.2K - $66.2K
2.36K $306K
Jul 25, 2023 Q2 2023
Roman Butler Fullerton & CO

BUY
 -
554
+ 8.42%
$60.1K - $66.1K
7.13K $925K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
549
+ 2.95%
$59.6K - $65.5K
19.1K $2.48M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
548
+ 5.61%
$59.5K - $65.4K
10.3K $1.34M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
545
+ 5.47%
$59.1K - $65K
10.5K $1.36M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
513
New
$55.7K - $61.2K
513 $66.5K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
507
+ 2.68%
$55K - $60.5K
19.5K $2.52M
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
500
+ 10.85%
$54.3K - $59.6K
5.11K $663K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
496
+ 3.04%
$53.8K - $59.2K
16.8K $2.18M
Jul 26, 2023 Q2 2023
Clean Yield Group

BUY
 -
478
New
$51.9K - $57K
478 $62K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
464
+ 2.62%
$50.3K - $55.3K
18.2K $2.36M
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
436
+ 12.71%
$47.3K - $52K
3.87K $501K
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
436
+ 7.38%
$47.3K - $52K
6.35K $823K
Jul 19, 2023 Q2 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
419
+ 17.1%
$45.5K - $50K
2.87K $372K
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
400
+ 15.85%
$43.4K - $47.7K
2.92K $379K
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

BUY
 -
400
+ 2.25%
$43.4K - $47.7K
18.2K $2.36M
Jul 17, 2023 Q2 2023
Silverhawk Asset Management, LLC

BUY
 -
392
+ 20.12%
$42.5K - $46.8K
2.34K $303K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
384
+ 206.45%
$41.7K - $45.8K
570 $73.9K
Aug 14, 2023 Q2 2023
Marco Investment Management LLC

BUY
 -
379
+ 6.84%
$41.1K - $45.2K
5.92K $767K
Jul 19, 2023 Q2 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
350
+ 17.03%
$38K - $41.7K
2.41K $312K

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