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 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
346+ 3.17% |
$37.5K - $41.3K
|
11.3K
$1.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
307+ 3.18% |
$33.3K - $36.6K
|
9.97K
$1.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
300New |
$32.6K - $35.8K
|
300
$38.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
295+ 0.55% |
$32K - $35.2K
|
54.3K
$7.04M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
285New |
$30.9K - $34K
|
285
$37K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
284+ 72.63% |
$30.8K - $33.9K
|
675
$87.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
282+ 4.01% |
$30.6K - $33.6K
|
7.32K
$949K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
280+ 11.07% |
$30.4K - $33.4K
|
2.81K
$364K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
278+ 11.76% |
$30.2K - $33.2K
|
2.64K
$343K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
269+ 6.19% |
$29.2K - $32.1K
|
4.61K
$598K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
268+ 1.06% |
$29.1K - $32K
|
25.6K
$3.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
266+ 14.39% |
$28.9K - $31.7K
|
2.12K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
264+ 1.33% |
$28.6K - $31.5K
|
20.2K
$2.62M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
260+ 1.9% |
$28.2K - $31K
|
13.9K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 4.27% |
$28.2K - $31K
|
6.34K
$823K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
240+ 3.17% |
$26K - $28.6K
|
7.8K
$1.01M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
238New |
$25.8K - $28.4K
|
238
$30.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
238+ 13.88% |
$25.8K - $28.4K
|
1.95K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
230+ 6.87% |
$25K - $27.4K
|
3.58K
$464K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
228+ 10.28% |
$24.7K - $27.2K
|
2.45K
$317K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
227+ 3.6% |
$24.6K - $27.1K
|
6.53K
$846K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
219+ 1.07% |
$23.8K - $26.1K
|
20.6K
$2.67M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
216New |
$23.4K - $25.8K
|
216
$28K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
215+ 2.1% |
$23.3K - $25.6K
|
10.5K
$1.36M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
214+ 0.65% |
$23.2K - $25.5K
|
33.2K
$4.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
210New |
$22.8K - $25K
|
210
$27.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
207New |
$22.5K - $24.7K
|
207
$26.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
203+ 1.69% |
$22K - $24.2K
|
12.2K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
200+ 1.36% |
$21.7K - $23.9K
|
14.9K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
200+ 2.96% |
$21.7K - $23.9K
|
6.96K
$903K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
197+ 3.43% |
$21.4K - $23.5K
|
5.95K
$771K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
192+ 4.86% |
$20.8K - $22.9K
|
4.14K
$537K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
190+ 1.61% |
$20.6K - $22.7K
|
12K
$1.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
187+ 2.23% |
$20.3K - $22.3K
|
8.55K
$1.11M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
186+ 7.41% |
$20.2K - $22.2K
|
2.7K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
186+ 5.79% |
$20.2K - $22.2K
|
3.4K
$441K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
183+ 3.51% |
$19.9K - $21.8K
|
5.4K
$700K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
182+ 1.12% |
$19.7K - $21.7K
|
16.4K
$2.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
180+ 14.35% |
$19.5K - $21.5K
|
1.43K
$186K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
175+ 4.35% |
$19K - $20.9K
|
4.2K
$544K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
165+ 2.14% |
$17.9K - $19.7K
|
7.88K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
158+ 0.99% |
$17.1K - $18.8K
|
16.1K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
154+ 1.26% |
$16.7K - $18.4K
|
12.4K
$1.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
153+ 2.77% |
$16.6K - $18.2K
|
5.67K
$736K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
150+ 1.05% |
$16.3K - $17.9K
|
14.5K
$1.87M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
147+ 4.74% |
$15.9K - $17.5K
|
3.25K
$421K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
144New |
$15.6K - $17.2K
|
144
$18.7K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
140+ 0.76% |
$15.2K - $16.7K
|
18.4K
$2.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
137+ 16.49% |
$14.9K - $16.3K
|
968
$126K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
136+ 0.16% |
$14.8K - $16.2K
|
87.4K
$11.3M
|