Purchases and Sales Made in Q2 2024 in Ishares Tr (DVY)

DVY Quotes by TradingView

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 07, 2024 Q2 2024
Coldstream Capital Management Inc

BUY
 -
441
+ 3.17%
$51K - $55.5K
14.3K $1.86M
Aug 09, 2024 Q2 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
404
+ 7.22%
$46.8K - $50.8K
6K $778K
Jul 11, 2024 Q2 2024
Cra Financial Services, LLC

BUY
 -
403
+ 5.14%
$46.6K - $50.7K
8.24K $1.07M
Aug 13, 2024 Q2 2024
Paradigm Financial Partners, LLC

BUY
 -
402
+ 22.61%
$46.5K - $50.6K
2.18K $283K
Aug 14, 2024 Q2 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
401
+ 4.1%
$46.4K - $50.4K
10.2K $1.32M
Aug 02, 2024 Q2 2024
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
394
+ 12.75%
$45.6K - $49.5K
3.48K $452K
Jul 15, 2024 Q2 2024
Northwest Investment Counselors, LLC

BUY
 -
389
+ 19.26%
$45K - $48.9K
2.41K $312K
Aug 09, 2024 Q2 2024
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
389
New
$45K - $48.9K
389 $50.5K
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
385
+ 2.49%
$44.6K - $48.4K
15.8K $2.05M
Jul 08, 2024 Q2 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
380
+ 24.05%
$44K - $47.8K
1.96K $254K
Aug 01, 2024 Q2 2024
Financial Counselors Inc

BUY
 -
370
+ 1.91%
$42.8K - $46.5K
19.7K $2.56M
Aug 12, 2024 Q2 2024
Signature Securities Group Corporation

BUY
 -
366
+ 1.61%
$42.4K - $46K
23.1K $2.99M
Aug 08, 2024 Q2 2024
Russell Investments Group, Ltd.

BUY
 -
360
New
$41.7K - $45.3K
360 $46.7K
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
355
+ 2.33%
$41.1K - $44.6K
15.6K $2.02M
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
349
+ 7.26%
$40.4K - $43.9K
5.15K $668K
Aug 14, 2024 Q2 2024
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
346
+ 18.69%
$40K - $43.5K
2.2K $285K
Jul 23, 2024 Q2 2024
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
345
+ 15.31%
$39.9K - $43.4K
2.6K $337K
Jul 29, 2024 Q2 2024
Modera Wealth Management, LLC

BUY
 -
341
+ 5.2%
$39.5K - $42.9K
6.9K $895K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
333
New
$38.5K - $41.9K
333 $43.2K
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
327
+ 2.48%
$37.8K - $41.1K
13.5K $1.75M
Aug 14, 2024 Q2 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
327
+ 5.64%
$37.8K - $41.1K
6.12K $794K
Jul 25, 2024 Q2 2024
Kanawha Capital Management LLC

BUY
 -
324
+ 6.12%
$37.5K - $40.7K
5.61K $728K
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
320
+ 266.67%
$37K - $40.2K
440 $57.1K
Aug 13, 2024 Q2 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
317
+ 9.0%
$36.7K - $39.9K
3.84K $498K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
314
New
$36.3K - $39.5K
314 $40.7K
Aug 14, 2024 Q2 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
305
+ 9.6%
$35.3K - $38.4K
3.48K $452K
Jul 30, 2024 Q2 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
300
+ 1.84%
$34.7K - $37.7K
16.6K $2.15M
Aug 02, 2024 Q2 2024
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
300
+ 9.02%
$34.7K - $37.7K
3.63K $470K
Aug 13, 2024 Q2 2024
Hm Payson & CO

Portland, ME
BUY
 -
298
+ 5.04%
$34.5K - $37.5K
6.21K $806K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
295
New
$34.1K - $37.1K
295 $38.3K
Jul 15, 2024 Q2 2024
Fifth Third Securities, Inc.

BUY
 -
294
+ 1.1%
$34K - $37K
26.9K $3.49M
Aug 12, 2024 Q2 2024
Ieq Capital, LLC

BUY
 -
292
+ 1.12%
$33.8K - $36.7K
26.3K $3.41M
Aug 13, 2024 Q2 2024
Hancock Whitney Corp

BUY
 -
291
+ 1.04%
$33.7K - $36.6K
28.3K $3.67M
Aug 01, 2024 Q2 2024
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
290
+ 2.49%
$33.6K - $36.5K
11.9K $1.55M
Aug 12, 2024 Q2 2024
First United Bank & Trust

BUY
 -
267
+ 0.52%
$30.9K - $33.6K
52.1K $6.76M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
264
New
$30.6K - $33.2K
264 $34.2K
Jul 26, 2024 Q2 2024
Wealth Advisory Solutions, LLC

BUY
 -
250
+ 14.76%
$28.9K - $31.4K
1.94K $252K
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
246
New
$28.5K - $30.9K
246 $31.9K
Aug 01, 2024 Q2 2024
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
244
+ 0.72%
$28.2K - $30.7K
34.3K $4.45M
Jul 24, 2024 Q2 2024
Bay Colony Advisory Group, Inc D

BUY
 -
243
+ 1.34%
$28.1K - $30.6K
18.3K $2.38M
Jul 23, 2024 Q2 2024
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
241
+ 0.65%
$27.9K - $30.3K
37.3K $4.84M
Jul 23, 2024 Q2 2024
Rockland Trust CO

BUY
 -
239
+ 11.6%
$27.7K - $30.1K
2.3K $298K
Aug 06, 2024 Q2 2024
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
237
+ 7.21%
$27.4K - $29.8K
3.52K $457K
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
235
+ 3.49%
$27.2K - $29.6K
6.97K $905K
Jul 12, 2024 Q2 2024
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
234
+ 8.88%
$27.1K - $29.4K
2.87K $372K
Jul 25, 2024 Q2 2024
Peoples Financial Services Corp.

BUY
 -
231
+ 462.0%
$26.7K - $29K
281 $36.4K
Jul 30, 2024 Q2 2024
Jmac Enterprises LLC

BUY
 -
231
+ 1.38%
$26.7K - $29K
16.9K $2.2M
Jul 25, 2024 Q2 2024
Institute For Wealth Management, Llc.

BUY
 -
226
+ 12.7%
$26.2K - $28.4K
2.01K $260K
Jul 23, 2024 Q2 2024
Vicus Capital

State College, PA
BUY
 -
209
+ 11.9%
$24.2K - $26.3K
1.97K $255K

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