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 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.92K- 2.84% |
$222K - $241K
|
65.5K
$8.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.92K- 7.96% |
$223K - $242K
|
22.2K
$2.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.93K- 38.47% |
$224K - $243K
|
3.09K
$413K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.93K- 7.02% |
$224K - $243K
|
25.6K
$3.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.96K- 5.37% |
$227K - $247K
|
34.6K
$4.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.99K- 49.26% |
$230K - $250K
|
2.05K
$273K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.99K- 33.62% |
$230K - $250K
|
3.93K
$525K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.01K- 5.45% |
$233K - $253K
|
34.9K
$4.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.03K- 6.69% |
$235K - $255K
|
28.3K
$3.78M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.03K- 6.02% |
$235K - $255K
|
31.7K
$4.23M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.03K- 2.93% |
$235K - $255K
|
67.2K
$8.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 5.48% |
$235K - $255K
|
35K
$4.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.08K- 3.84% |
$241K - $262K
|
52.2K
$6.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.08K- 9.86% |
$241K - $262K
|
19K
$2.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.11K- 5.4% |
$244K - $265K
|
36.9K
$4.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.14K- 13.03% |
$247K - $269K
|
14.3K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.23K- 2.78% |
$257K - $280K
|
77.7K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.31K- 1.71% |
$268K - $291K
|
133K
$17.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.39K- 6.2% |
$277K - $301K
|
36.2K
$4.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.42K- 3.19% |
$280K - $304K
|
73.4K
$9.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.44K- 0.1% |
$282K - $306K
|
2.33M
$311M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.51K- 26.22% |
$290K - $316K
|
7.06K
$944K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.74K- 8.05% |
$317K - $345K
|
31.3K
$4.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.74K- 87.19% |
$318K - $345K
|
403
$53.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.76K- 8.32% |
$319K - $347K
|
30.4K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 11.75% |
$327K - $355K
|
21.2K
$2.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.84K- 4.94% |
$329K - $358K
|
54.7K
$7.31M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.87K- 3.29% |
$332K - $361K
|
84.5K
$11.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.99K- 20.21% |
$346K - $375K
|
11.8K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3K- 2.48% |
$347K - $378K
|
118K
$15.8M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.16K- 8.97% |
$366K - $397K
|
32.1K
$4.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.41K- 1.19% |
$395K - $429K
|
283K
$37.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.43K- 37.21% |
$397K - $432K
|
5.79K
$774K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-3.45K- 94.64% |
$399K - $433K
|
195
$26.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.48K- 2.17% |
$402K - $437K
|
156K
$20.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.58K- 3.65% |
$414K - $450K
|
94.3K
$12.6M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.6K- 10.92% |
$416K - $452K
|
29.3K
$3.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.61K- 1.26% |
$418K - $454K
|
283K
$37.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.61K- 3.64% |
$418K - $454K
|
95.6K
$12.8M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.64K- 18.53% |
$421K - $457K
|
16K
$2.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-3.76K- 16.51% |
$435K - $473K
|
19K
$2.54M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.78K- 1.6% |
$438K - $475K
|
233K
$31.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.91K- 11.89% |
$452K - $492K
|
29K
$3.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.95K- 9.76% |
$457K - $496K
|
36.5K
$4.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.01K- 80.04% |
$464K - $504K
|
1K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.1K- 41.97% |
$475K - $516K
|
5.67K
$758K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.12K- 29.46% |
$477K - $518K
|
9.86K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.41K- 14.53% |
$511K - $555K
|
26K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.52K- 4.28% |
$523K - $568K
|
101K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.54K- 2.05% |
$525K - $571K
|
217K
$29M
|