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 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.11K- 25.14% |
$128K - $139K
|
3.3K
$441K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.11K- 4.9% |
$128K - $140K
|
21.6K
$2.88M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.12K- 73.64% |
$130K - $141K
|
401
$53.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.13K- 9.13% |
$131K - $142K
|
11.2K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.15K- 19.41% |
$133K - $144K
|
4.76K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 2.88% |
$133K - $144K
|
38.6K
$5.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.15K- 19.0% |
$133K - $145K
|
4.9K
$655K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.16K- 5.1% |
$134K - $146K
|
21.6K
$2.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.18K- 21.68% |
$137K - $149K
|
4.27K
$571K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.19K- 11.98% |
$138K - $150K
|
8.73K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.2K- 3.21% |
$138K - $150K
|
36K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.2KClosed |
$138K - $150K
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.21K- 29.91% |
$140K - $153K
|
2.85K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.22K- 9.96% |
$141K - $153K
|
11K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.24K- 34.28% |
$143K - $155K
|
2.37K
$317K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-1.25K- 6.14% |
$145K - $157K
|
19.2K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 4.41% |
$146K - $158K
|
27.3K
$3.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.27K- 7.7% |
$147K - $160K
|
15.2K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.27K- 6.62% |
$147K - $160K
|
17.9K
$2.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 1.92% |
$147K - $160K
|
65.1K
$8.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.31K- 1.86% |
$151K - $164K
|
69K
$9.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.31K- 8.0% |
$152K - $165K
|
15.1K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.33K- 5.61% |
$154K - $167K
|
22.4K
$3M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.35K- 8.96% |
$156K - $169K
|
13.7K
$1.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.35K- 6.69% |
$157K - $170K
|
18.9K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.39K- 42.43% |
$161K - $175K
|
1.89K
$252K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.4K- 4.72% |
$162K - $176K
|
28.3K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 14.42% |
$164K - $178K
|
8.41K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.43K- 4.5% |
$165K - $179K
|
30.2K
$4.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 39.03% |
$167K - $181K
|
2.25K
$300K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.45K- 0.29% |
$168K - $182K
|
491K
$65.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.52K- 57.0% |
$176K - $191K
|
1.15K
$153K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.53K- 2.32% |
$177K - $193K
|
64.6K
$8.63M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.54K- 9.11% |
$178K - $193K
|
15.3K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.55K- 9.22% |
$179K - $195K
|
15.3K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.58K- 1.75% |
$182K - $198K
|
88.2K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.62K- 82.92% |
$187K - $203K
|
333
$44.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.62K- 15.75% |
$188K - $204K
|
8.68K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.63K- 3.56% |
$188K - $204K
|
44K
$5.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.67K- 37.98% |
$194K - $210K
|
2.73K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.67K- 39.26% |
$194K - $211K
|
2.59K
$346K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.71K- 3.77% |
$197K - $215K
|
43.6K
$5.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.78K- 1.29% |
$206K - $224K
|
137K
$18.3M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.8K- 8.32% |
$208K - $226K
|
19.8K
$2.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.84K- 46.83% |
$213K - $231K
|
2.09K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.85K- 10.42% |
$214K - $233K
|
15.9K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.87K- 4.99% |
$216K - $235K
|
35.6K
$4.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.89K- 7.28% |
$219K - $238K
|
24.1K
$3.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.89K- 24.74% |
$219K - $238K
|
5.75K
$769K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.9K- 8.36% |
$220K - $239K
|
20.8K
$2.78M
|