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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.55KNew |
$274K - $301K
|
2.55K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.44KNew |
$262K - $289K
|
2.44K
$338K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 12.75% |
$249K - $274K
|
20.5K
$2.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.31K+ 11.05% |
$248K - $273K
|
23.2K
$3.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.26KNew |
$243K - $267K
|
2.26K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.24KNew |
$241K - $265K
|
2.24K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
2.22K+ 11.9% |
$238K - $262K
|
20.8K
$2.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.16KNew |
$232K - $255K
|
2.16K
$299K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.15KNew |
$231K - $254K
|
2.15K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.06K+ 1.84% |
$221K - $243K
|
114K
$15.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.03K+ 3.27% |
$218K - $240K
|
64K
$8.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.01K+ 4.69% |
$216K - $238K
|
44.9K
$6.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.01K+ 45.98% |
$216K - $237K
|
6.38K
$882K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.98KNew |
$213K - $234K
|
1.98K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.97KNew |
$212K - $233K
|
1.97K
$273K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.97K+ 2.28% |
$211K - $232K
|
88.2K
$12.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.93KNew |
$208K - $228K
|
1.93K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.92KNew |
$207K - $227K
|
1.92K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.92K+ 8.84% |
$207K - $227K
|
23.7K
$3.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.9KNew |
$204K - $224K
|
1.9K
$262K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 6.43% |
$203K - $223K
|
31.2K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.87KNew |
$201K - $221K
|
1.87K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.87KNew |
$201K - $221K
|
1.87K
$258K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.85K+ 29.89% |
$199K - $218K
|
8.03K
$1.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.82K+ 39.81% |
$196K - $215K
|
6.4K
$885K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.77KNew |
$190K - $209K
|
1.77K
$244K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
1.76K+ 54.32% |
$189K - $208K
|
5.01K
$692K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.71K+ 37.17% |
$184K - $202K
|
6.31K
$873K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.68K+ 1.23% |
$180K - $199K
|
138K
$19.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.6KNew |
$172K - $189K
|
1.6K
$221K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.58K+ 13.39% |
$170K - $187K
|
13.4K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.55K+ 47.96% |
$167K - $184K
|
4.79K
$663K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.53K+ 17.85% |
$164K - $181K
|
10.1K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.52K+ 1.84% |
$164K - $180K
|
84.1K
$11.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.5K+ 2.36% |
$161K - $177K
|
65.2K
$9.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.5K+ 30.73% |
$161K - $177K
|
6.38K
$883K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.48K+ 2.03% |
$159K - $175K
|
74.4K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.41K+ 7.9% |
$152K - $167K
|
19.3K
$2.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
1.4K+ 62.95% |
$151K - $166K
|
3.63K
$502K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.33K+ 1.46% |
$143K - $157K
|
92.4K
$12.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.25K+ 113.43% |
$134K - $148K
|
2.35K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.24K+ 7.33% |
$133K - $147K
|
18.2K
$2.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 1.34% |
$130K - $143K
|
91.9K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.21K+ 114.86% |
$130K - $143K
|
2.26K
$312K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.2KNew |
$129K - $142K
|
1.2K
$166K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.2K+ 7.85% |
$129K - $142K
|
16.5K
$2.28M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09K+ 33.85% |
$117K - $129K
|
4.31K
$596K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.05KNew |
$113K - $124K
|
1.05K
$146K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.05K+ 5.24% |
$113K - $124K
|
21.2K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.05KNew |
$113K - $124K
|
1.05K
$145K
|