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 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8.2K+ 18.1% |
$881K - $969K
|
53.5K
$7.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.88K+ 1.24% |
$847K - $931K
|
642K
$88.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.58KNew |
$814K - $895K
|
7.58K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
7.45KNew |
$800K - $880K
|
7.45K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.35K+ 18.62% |
$790K - $868K
|
46.8K
$6.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.18K+ 7.09% |
$772K - $849K
|
109K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
6.55KNew |
$704K - $774K
|
6.55K
$906K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.48K+ 36.87% |
$697K - $766K
|
24.1K
$3.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.33KNew |
$680K - $748K
|
6.33K
$875K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.31KNew |
$678K - $745K
|
6.31K
$873K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.3K+ 31.69% |
$676K - $744K
|
26.2K
$3.62M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
6.18KNew |
$664K - $731K
|
6.18K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
6.15KNew |
$661K - $727K
|
6.15K
$851K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6K+ 81.03% |
$645K - $709K
|
13.4K
$1.85M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.48K+ 109.36% |
$589K - $648K
|
10.5K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.46KNew |
$586K - $645K
|
5.46K
$755K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.2KNew |
$559K - $614K
|
5.2K
$719K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.15KNew |
$554K - $609K
|
5.15K
$713K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.07K+ 164.71% |
$545K - $599K
|
8.15K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5KNew |
$537K - $591K
|
5K
$692K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.93K+ 45.58% |
$530K - $583K
|
15.7K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.79K+ 156.82% |
$514K - $566K
|
7.84K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.43K+ 4.09% |
$476K - $523K
|
113K
$15.6M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.22KNew |
$453K - $498K
|
4.22K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.22KNew |
$453K - $498K
|
4.22K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.21KNew |
$452K - $497K
|
4.21K
$582K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.07KNew |
$437K - $481K
|
4.07K
$563K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.06KNew |
$436K - $479K
|
4.06K
$561K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.72K+ 9.29% |
$399K - $439K
|
43.7K
$6.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.68K+ 1.46% |
$396K - $435K
|
256K
$35.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.48KNew |
$374K - $411K
|
3.48K
$481K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
3.47K+ 12.99% |
$373K - $410K
|
30.2K
$4.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.41K+ 66.34% |
$367K - $403K
|
8.56K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
3.41K+ 3.82% |
$367K - $403K
|
92.8K
$12.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.34K+ 1847.51% |
$359K - $395K
|
3.53K
$488K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.19K+ 6.39% |
$343K - $377K
|
53.1K
$7.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
3.17KNew |
$340K - $374K
|
3.17K
$438K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 14.15% |
$331K - $364K
|
24.8K
$3.43M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.01K+ 5.48% |
$324K - $356K
|
58K
$8.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.92K+ 8.19% |
$314K - $345K
|
38.6K
$5.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.91K+ 41.03% |
$313K - $344K
|
10K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
2.87K+ 11.24% |
$308K - $339K
|
28.4K
$3.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.84K+ 14.82% |
$305K - $336K
|
22K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.84KNew |
$305K - $336K
|
2.84K
$393K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.8KNew |
$300K - $330K
|
2.8K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.78KNew |
$298K - $328K
|
2.78K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.75K+ 7.54% |
$295K - $324K
|
39.2K
$5.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
2.7KNew |
$290K - $319K
|
2.7K
$374K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.6K+ 30.0% |
$279K - $307K
|
11.2K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.59KNew |
$279K - $306K
|
2.59K
$359K
|