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 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
867+ 4.34% |
$100K - $109K
|
20.9K
$2.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
860New |
$99.5K - $108K
|
860
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
857+ 0.97% |
$99.2K - $108K
|
89.2K
$11.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
856+ 13.23% |
$99.1K - $108K
|
7.33K
$950K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
854+ 47.16% |
$98.8K - $107K
|
2.67K
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
843+ 2.23% |
$97.6K - $106K
|
38.6K
$5.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
841+ 40.57% |
$97.3K - $106K
|
2.91K
$378K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
840+ 24.51% |
$97.2K - $106K
|
4.27K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
839New |
$97.1K - $106K
|
839
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
839+ 4.16% |
$97.1K - $106K
|
21K
$2.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
821+ 5.39% |
$95K - $103K
|
16.1K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
819+ 16.23% |
$94.8K - $103K
|
5.87K
$761K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
802+ 1.2% |
$92.8K - $101K
|
67.5K
$8.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
800+ 1.43% |
$92.6K - $101K
|
56.8K
$7.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
799+ 4.63% |
$92.5K - $100K
|
18.1K
$2.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
790+ 8.45% |
$91.4K - $99.3K
|
10.1K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
775+ 18.55% |
$89.7K - $97.5K
|
4.95K
$643K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
716+ 27.23% |
$82.9K - $90K
|
3.35K
$434K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
713New |
$82.5K - $89.7K
|
713
$92.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
700+ 73.07% |
$81K - $88K
|
1.66K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
698+ 18.69% |
$80.8K - $87.8K
|
4.43K
$575K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
689New |
$79.7K - $86.6K
|
689
$89.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
685+ 25.84% |
$79.3K - $86.1K
|
3.34K
$433K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
679+ 18.35% |
$78.6K - $85.4K
|
4.38K
$568K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
679+ 6.33% |
$78.6K - $85.4K
|
11.4K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
671+ 16.6% |
$77.7K - $84.4K
|
4.71K
$611K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
665+ 6.67% |
$77K - $83.6K
|
10.6K
$1.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
660+ 4.38% |
$76.4K - $83K
|
15.7K
$2.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
648+ 4.49% |
$75K - $81.5K
|
15.1K
$1.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
643+ 31.77% |
$74.4K - $80.9K
|
2.67K
$346K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
637+ 4.79% |
$73.7K - $80.1K
|
13.9K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
622+ 3.52% |
$72K - $78.2K
|
18.3K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
604New |
$69.9K - $76K
|
604
$78.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
602+ 3.28% |
$69.7K - $75.7K
|
19K
$2.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
599+ 1.58% |
$69.3K - $75.3K
|
38.5K
$4.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
587+ 1.85% |
$67.9K - $73.8K
|
32.3K
$4.19M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
577+ 7.34% |
$66.8K - $72.6K
|
8.44K
$1.09M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
550+ 20.16% |
$63.7K - $69.2K
|
3.28K
$425K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
545+ 11.37% |
$63.1K - $68.5K
|
5.34K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
540+ 13.17% |
$62.5K - $67.9K
|
4.64K
$602K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
508+ 68.01% |
$58.8K - $63.9K
|
1.26K
$163K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
506+ 15.09% |
$58.6K - $63.6K
|
3.86K
$501K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
500+ 8.7% |
$57.9K - $62.9K
|
6.25K
$810K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
500+ 5.46% |
$57.9K - $62.9K
|
9.66K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
497New |
$57.5K - $62.5K
|
497
$64.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
481+ 6.37% |
$55.7K - $60.5K
|
8.03K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
469+ 3.47% |
$54.3K - $59K
|
14K
$1.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
462+ 4.48% |
$53.5K - $58.1K
|
10.8K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
454+ 13.09% |
$52.5K - $57.1K
|
3.92K
$509K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
445+ 6.14% |
$51.5K - $56K
|
7.69K
$997K
|