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
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2K+ 2.74% |
$232K - $252K
|
75K
$9.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.95K+ 1.02% |
$226K - $246K
|
193K
$25M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.95KNew |
$226K - $245K
|
1.95K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.89K+ 8.44% |
$219K - $238K
|
24.3K
$3.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.89KNew |
$218K - $237K
|
1.89K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.86K+ 8.52% |
$215K - $233K
|
23.6K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 5.96% |
$214K - $233K
|
32.9K
$4.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.85KNew |
$214K - $232K
|
1.85K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 37.23% |
$213K - $231K
|
6.78K
$880K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$213K - $231K
|
1.84K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.79K+ 50.06% |
$207K - $225K
|
5.37K
$696K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.77KNew |
$204K - $222K
|
1.77K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.72K+ 14.48% |
$199K - $217K
|
13.6K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.72KNew |
$199K - $216K
|
1.72K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.69KNew |
$196K - $213K
|
1.69K
$220K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.69KNew |
$196K - $213K
|
1.69K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.68KNew |
$194K - $211K
|
1.68K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.68KNew |
$194K - $211K
|
1.68K
$217K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.67KNew |
$193K - $210K
|
1.67K
$216K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.67KNew |
$193K - $209K
|
1.67K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.64K+ 72.02% |
$189K - $206K
|
3.91K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.53K+ 6.07% |
$177K - $192K
|
26.7K
$3.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.45K+ 23.28% |
$168K - $182K
|
7.68K
$996K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.44K+ 8.26% |
$167K - $181K
|
18.9K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.43K+ 31.63% |
$165K - $179K
|
5.93K
$769K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.4K+ 132.57% |
$162K - $176K
|
2.45K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.39K+ 12.36% |
$161K - $175K
|
12.6K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.38K+ 2.43% |
$160K - $174K
|
58.2K
$7.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.38K+ 50.75% |
$160K - $173K
|
4.1K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.38KNew |
$159K - $173K
|
1.38K
$179K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.36K+ 1.01% |
$158K - $171K
|
137K
$17.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.33K+ 76.48% |
$154K - $168K
|
3.08K
$399K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.33K+ 49.39% |
$154K - $167K
|
4.01K
$521K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.23K+ 17.0% |
$143K - $155K
|
8.48K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.22K+ 34.92% |
$142K - $154K
|
4.73K
$613K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.22K+ 20.05% |
$141K - $153K
|
7.29K
$945K
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.21K+ 6.15% |
$140K - $152K
|
20.8K
$2.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.18K+ 22.06% |
$137K - $149K
|
6.55K
$850K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.13K+ 12.46% |
$131K - $142K
|
10.2K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.13K+ 712.66% |
$130K - $142K
|
1.28K
$167K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.1K+ 21.05% |
$127K - $138K
|
6.31K
$819K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.08K+ 5.5% |
$125K - $136K
|
20.7K
$2.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.07K+ 3.61% |
$124K - $135K
|
30.7K
$3.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.02K+ 6.71% |
$119K - $129K
|
16.3K
$2.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.02K+ 23.09% |
$118K - $129K
|
5.45K
$707K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.01K+ 3.24% |
$117K - $127K
|
32.1K
$4.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1K+ 21.89% |
$116K - $126K
|
5.57K
$722K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
985+ 11.48% |
$114K - $124K
|
9.57K
$1.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
984+ 6.28% |
$114K - $124K
|
16.7K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
932New |
$108K - $117K
|
932
$121K
|