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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-654- 0.85% |
$75.7K - $82.2K
|
76.2K
$10.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-660- 2.86% |
$76.4K - $83K
|
22.4K
$3M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-664- 24.65% |
$76.8K - $83.5K
|
2.03K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-671- 2.48% |
$77.7K - $84.4K
|
26.4K
$3.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-683- 8.03% |
$79K - $85.9K
|
7.82K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-693- 13.0% |
$80.2K - $87.1K
|
4.64K
$620K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-697- 7.15% |
$80.7K - $87.6K
|
9.05K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-708- 7.37% |
$81.9K - $89K
|
8.9K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-714- 16.75% |
$82.6K - $89.8K
|
3.55K
$474K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-718- 2.52% |
$83.1K - $90.3K
|
27.8K
$3.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-731- 0.78% |
$84.6K - $91.9K
|
92.6K
$12.4M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-751- 14.43% |
$86.9K - $94.4K
|
4.45K
$595K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-756- 28.05% |
$87.5K - $95.1K
|
1.94K
$259K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-757- 4.87% |
$87.6K - $95.2K
|
14.8K
$1.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-766- 30.15% |
$88.6K - $96.3K
|
1.78K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-767- 3.35% |
$88.8K - $96.5K
|
22.1K
$2.96M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-780- 12.42% |
$90.3K - $98.1K
|
5.5K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-805- 4.61% |
$93.2K - $101K
|
16.6K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-815- 1.39% |
$94.3K - $102K
|
57.7K
$7.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-815- 25.48% |
$94.3K - $102K
|
2.38K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-828- 9.17% |
$95.8K - $104K
|
8.2K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-834- 9.18% |
$96.5K - $105K
|
8.25K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-851- 6.93% |
$98.5K - $107K
|
11.4K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-855- 12.25% |
$98.9K - $108K
|
6.12K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-858- 8.96% |
$99.3K - $108K
|
8.72K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-879- 3.81% |
$102K - $111K
|
22.2K
$2.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-886- 5.29% |
$103K - $111K
|
15.9K
$2.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-890- 16.74% |
$103K - $112K
|
4.43K
$592K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-898- 28.62% |
$104K - $113K
|
2.24K
$299K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-900- 70.98% |
$104K - $113K
|
368
$49.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-900- 1.81% |
$104K - $113K
|
48.9K
$6.54M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-903- 10.76% |
$105K - $114K
|
7.49K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-927- 7.25% |
$107K - $117K
|
11.9K
$1.58M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-932- 15.67% |
$108K - $117K
|
5.02K
$670K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-932- 3.96% |
$108K - $117K
|
22.6K
$3.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-936- 4.06% |
$108K - $118K
|
22.1K
$2.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-942- 19.96% |
$109K - $118K
|
3.78K
$505K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-949- 19.36% |
$110K - $119K
|
3.95K
$528K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-950- 1.39% |
$110K - $119K
|
67.5K
$9.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-970- 2.42% |
$112K - $122K
|
39.2K
$5.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-975- 33.03% |
$113K - $123K
|
1.98K
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-979- 6.52% |
$113K - $123K
|
14K
$1.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-989- 1.14% |
$114K - $124K
|
85.5K
$11.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-990- 30.05% |
$115K - $124K
|
2.31K
$308K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1K- 23.68% |
$116K - $126K
|
3.22K
$431K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.03K- 5.58% |
$119K - $129K
|
17.4K
$2.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.07K- 0.93% |
$123K - $134K
|
114K
$15.2M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.08K- 17.22% |
$125K - $136K
|
5.21K
$696K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.1K- 1.86% |
$127K - $138K
|
58K
$7.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.11K- 12.85% |
$128K - $139K
|
7.5K
$1M
|