Purchases and Sales Made in Q3 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 3.7% |
$21.5K - $23.6K
|
5.2K
$720K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-200- 6.97% |
$21.5K - $23.6K
|
2.67K
$369K
|
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 8.0% |
$21.5K - $23.6K
|
2.3K
$318K
|
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 8.0% |
$21.5K - $23.6K
|
2.3K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-212- 0.73% |
$22.8K - $25K
|
28.7K
$3.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-213- 41.52% |
$22.9K - $25.2K
|
300
$41.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-214- 0.65% |
$23K - $25.3K
|
32.6K
$4.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-215- 3.29% |
$23.1K - $25.4K
|
6.33K
$875K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-216Closed |
$23.2K - $25.5K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-217- 2.19% |
$23.3K - $25.6K
|
9.71K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-220- 6.17% |
$23.6K - $26K
|
3.35K
$463K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-223- 4.01% |
$24K - $26.3K
|
5.35K
$739K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-225- 5.8% |
$24.2K - $26.6K
|
3.65K
$505K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-229- 1.24% |
$24.6K - $27.1K
|
18.2K
$2.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-229- 7.44% |
$24.6K - $27.1K
|
2.85K
$394K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-232- 0.52% |
$24.9K - $27.4K
|
44.3K
$6.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-232- 0.7% |
$24.9K - $27.4K
|
32.9K
$4.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-232- 4.24% |
$24.9K - $27.4K
|
5.25K
$726K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-237- 1.4% |
$25.5K - $28K
|
16.7K
$2.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-241- 0.63% |
$25.9K - $28.5K
|
38.3K
$5.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-241- 0.72% |
$25.9K - $28.5K
|
33.2K
$4.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-243- 3.41% |
$26.1K - $28.7K
|
6.88K
$951K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-244- 1.97% |
$26.2K - $28.8K
|
12.1K
$1.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-245- 2.06% |
$26.3K - $28.9K
|
11.7K
$1.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-250- 2.15% |
$26.9K - $29.5K
|
11.4K
$1.57M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-256- 1.49% |
$27.5K - $30.2K
|
16.9K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-260- 3.95% |
$27.9K - $30.7K
|
6.32K
$874K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-264- 10.52% |
$28.4K - $31.2K
|
2.25K
$311K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-265- 0.38% |
$28.5K - $31.3K
|
69.5K
$9.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-278- 10.52% |
$29.9K - $32.8K
|
2.36K
$327K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-279- 36.42% |
$30K - $33K
|
487
$67.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-286- 5.04% |
$30.7K - $33.8K
|
5.39K
$745K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-287- 2.02% |
$30.8K - $33.9K
|
13.9K
$1.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-290- 3.15% |
$31.2K - $34.3K
|
8.91K
$1.23M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-295- 43.7% |
$31.7K - $34.9K
|
380
$52.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-300- 0.9% |
$32.2K - $35.4K
|
32.9K
$4.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-300- 10.55% |
$32.2K - $35.4K
|
2.54K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-300- 3.18% |
$32.2K - $35.4K
|
9.13K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-301- 1.18% |
$32.3K - $35.6K
|
25.3K
$3.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-305- 13.02% |
$32.8K - $36K
|
2.04K
$282K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-309- 3.57% |
$33.2K - $36.5K
|
8.35K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-313- 2.98% |
$33.6K - $37K
|
10.2K
$1.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-315- 2.43% |
$33.8K - $37.2K
|
12.7K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-317- 2.25% |
$34.1K - $37.5K
|
13.8K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-326- 1.62% |
$35K - $38.5K
|
19.8K
$2.74M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-335- 1.11% |
$36K - $39.6K
|
30K
$4.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-346- 11.2% |
$37.2K - $40.9K
|
2.74K
$379K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-355- 7.81% |
$38.1K - $41.9K
|
4.19K
$580K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-372- 2.3% |
$40K - $44K
|
15.8K
$2.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-373- 11.66% |
$40.1K - $44.1K
|
2.83K
$391K
|