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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-221- 9.72% |
$25.6K - $27.8K
|
2.05K
$266K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-222- 1.3% |
$25.7K - $27.9K
|
16.9K
$2.19M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-225- 1.64% |
$26K - $28.3K
|
13.5K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-225- 4.33% |
$26K - $28.3K
|
4.97K
$645K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-226- 4.38% |
$26.2K - $28.4K
|
4.93K
$639K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-233- 6.02% |
$27K - $29.3K
|
3.64K
$472K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-236- 3.66% |
$27.3K - $29.7K
|
6.21K
$805K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-244- 12.04% |
$28.2K - $30.7K
|
1.78K
$231K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-245- 3.27% |
$28.4K - $30.8K
|
7.25K
$940K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-250- 0.99% |
$28.9K - $31.4K
|
24.9K
$3.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-250- 4.09% |
$28.9K - $31.4K
|
5.86K
$760K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-250- 1.88% |
$28.9K - $31.4K
|
13K
$1.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-258- 2.94% |
$29.9K - $32.4K
|
8.53K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-258- 0.28% |
$29.9K - $32.4K
|
90.7K
$11.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-263- 7.37% |
$30.4K - $33.1K
|
3.31K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-266- 10.63% |
$30.8K - $33.4K
|
2.24K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-271- 3.26% |
$31.4K - $34.1K
|
8.04K
$1.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-278- 4.44% |
$32.2K - $35K
|
5.99K
$776K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-293- 5.93% |
$33.9K - $36.8K
|
4.65K
$603K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-297- 0.6% |
$34.4K - $37.3K
|
49K
$6.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-300- 8.71% |
$34.7K - $37.7K
|
3.15K
$408K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-302- 6.51% |
$35K - $38K
|
4.34K
$563K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-306- 2.9% |
$35.4K - $38.5K
|
10.3K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-306- 1.91% |
$35.4K - $38.5K
|
15.7K
$2.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-308- 1.36% |
$35.6K - $38.7K
|
22.3K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-310- 1.42% |
$35.9K - $39K
|
21.6K
$2.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-310- 9.41% |
$35.9K - $39K
|
2.98K
$387K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-310- 8.62% |
$35.9K - $39K
|
3.29K
$426K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-310- 3.84% |
$35.9K - $39K
|
7.76K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-315- 3.39% |
$36.5K - $39.6K
|
8.99K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-319- 3.02% |
$36.9K - $40.1K
|
10.3K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-321- 0.79% |
$37.1K - $40.4K
|
40.1K
$5.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-325- 12.15% |
$37.6K - $40.9K
|
2.35K
$305K
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-325- 4.03% |
$37.6K - $40.9K
|
7.73K
$1M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-330- 7.83% |
$38.2K - $41.5K
|
3.89K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-331- 0.52% |
$38.3K - $41.6K
|
63.3K
$8.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-339- 2.66% |
$39.2K - $42.6K
|
12.4K
$1.61M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-340- 10.6% |
$39.3K - $42.8K
|
2.87K
$372K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-342- 1.05% |
$39.6K - $43K
|
32.1K
$4.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-344- 74.14% |
$39.8K - $43.3K
|
120
$15.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-345- 25.59% |
$39.9K - $43.4K
|
1K
$130K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-349- 3.03% |
$40.4K - $43.9K
|
11.2K
$1.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-351- 4.58% |
$40.6K - $44.1K
|
7.31K
$948K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-351- 4.45% |
$40.6K - $44.1K
|
7.54K
$978K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-356- 9.84% |
$41.2K - $44.8K
|
3.26K
$423K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-368- 1.62% |
$42.6K - $46.3K
|
22.4K
$2.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-368- 0.7% |
$42.6K - $46.3K
|
52K
$6.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-373- 5.75% |
$43.2K - $46.9K
|
6.12K
$794K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-373- 6.81% |
$43.2K - $46.9K
|
5.1K
$662K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-379- 41.6% |
$43.9K - $47.7K
|
532
$69K
|