Purchases and Sales Made in Q2 2024 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 2024. 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 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-114- 4.44% |
$13.2K - $14.3K
|
2.45K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-115- 0.94% |
$13.3K - $14.5K
|
12.1K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-117- 2.87% |
$13.5K - $14.7K
|
3.96K
$514K
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-121- 0.31% |
$14K - $15.2K
|
38.3K
$4.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-122- 4.51% |
$14.1K - $15.3K
|
2.58K
$335K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-122- 16.01% |
$14.1K - $15.3K
|
640
$83K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-125- 1.58% |
$14.5K - $15.7K
|
7.81K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-128- 0.66% |
$14.8K - $16.1K
|
19.2K
$2.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-131- 2.06% |
$15.2K - $16.5K
|
6.23K
$808K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-131- 1.7% |
$15.2K - $16.5K
|
7.57K
$981K
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-132- 0.76% |
$15.3K - $16.6K
|
17.1K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-132- 5.36% |
$15.3K - $16.6K
|
2.33K
$302K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-132- 3.04% |
$15.3K - $16.6K
|
4.21K
$545K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-136- 1.91% |
$15.7K - $17.1K
|
6.97K
$904K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-138- 54.12% |
$16K - $17.4K
|
117
$15.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-140- 0.41% |
$16.2K - $17.6K
|
34.1K
$4.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-141- 1.4% |
$16.3K - $17.7K
|
9.91K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-142- 1.58% |
$16.4K - $17.9K
|
8.84K
$1.15M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-142- 1.55% |
$16.4K - $17.9K
|
9.04K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-143- 1.65% |
$16.5K - $18K
|
8.5K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-144- 0.98% |
$16.7K - $18.1K
|
14.6K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-144- 3.33% |
$16.7K - $18.1K
|
4.18K
$541K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-145- 0.06% |
$16.8K - $18.2K
|
248K
$32.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-148- 2.43% |
$17.1K - $18.6K
|
5.95K
$772K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 31.38% |
$17.4K - $18.9K
|
328
$42.5K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-155- 0.57% |
$17.9K - $19.5K
|
27.3K
$3.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-159- 7.35% |
$18.4K - $20K
|
2K
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-160- 5.06% |
$18.5K - $20.1K
|
3K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-160- 5.86% |
$18.5K - $20.1K
|
2.57K
$333K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-163- 0.73% |
$18.9K - $20.5K
|
22.2K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-165- 2.65% |
$19.1K - $20.7K
|
6.05K
$785K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-166- 1.7% |
$19.2K - $20.9K
|
9.61K
$1.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-167- 1.21% |
$19.3K - $21K
|
13.6K
$1.77M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-167- 0.89% |
$19.3K - $21K
|
18.6K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-175- 5.69% |
$20.3K - $22K
|
2.9K
$376K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-176- 2.79% |
$20.4K - $22.1K
|
6.14K
$796K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-183- 7.78% |
$21.2K - $23K
|
2.17K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-183- 9.56% |
$21.2K - $23K
|
1.73K
$225K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-185- 1.3% |
$21.4K - $23.3K
|
14K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-187- 1.34% |
$21.6K - $23.5K
|
13.8K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-188- 9.64% |
$21.8K - $23.6K
|
1.76K
$229K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-192- 10.3% |
$22.2K - $24.1K
|
1.67K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-195- 6.87% |
$22.6K - $24.5K
|
2.65K
$343K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-199- 2.12% |
$23K - $25K
|
9.17K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-200- 2.07% |
$23.1K - $25.2K
|
9.47K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-200- 9.57% |
$23.1K - $25.2K
|
1.89K
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-202- 2.67% |
$23.4K - $25.4K
|
7.35K
$954K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-208- 7.56% |
$24.1K - $26.2K
|
2.54K
$330K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-214- 3.03% |
$24.8K - $26.9K
|
6.84K
$887K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-216- 1.85% |
$25K - $27.2K
|
11.5K
$1.49M
|