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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.03KNew |
$111K - $122K
|
1.03K
$143K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1K+ 5.56% |
$107K - $118K
|
19K
$2.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
990+ 17.18% |
$106K - $117K
|
6.75K
$934K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
979+ 1.87% |
$105K - $116K
|
53.3K
$7.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
973+ 5.79% |
$105K - $115K
|
17.8K
$2.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
965+ 6.61% |
$104K - $114K
|
15.6K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
955+ 18.83% |
$103K - $113K
|
6.03K
$834K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
954+ 8.35% |
$102K - $113K
|
12.4K
$1.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
943+ 13.54% |
$101K - $111K
|
7.91K
$1.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
889+ 4.6% |
$95.5K - $105K
|
20.2K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
884New |
$95K - $104K
|
884
$122K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
869+ 4.63% |
$93.4K - $103K
|
19.6K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
857+ 10.63% |
$92.1K - $101K
|
8.92K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
845New |
$90.8K - $99.8K
|
845
$117K
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
777+ 29.8% |
$83.5K - $91.8K
|
3.38K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
764+ 1.49% |
$82.1K - $90.3K
|
52.1K
$7.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
760+ 3.96% |
$81.7K - $89.8K
|
20K
$2.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
754+ 6.65% |
$81K - $89.1K
|
12.1K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
740+ 27.97% |
$79.5K - $87.4K
|
3.39K
$468K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
735+ 23.41% |
$79K - $86.8K
|
3.88K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
704+ 0.66% |
$75.6K - $83.2K
|
108K
$15M
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
655+ 7.69% |
$70.4K - $77.4K
|
9.18K
$1.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
646+ 17.05% |
$69.4K - $76.3K
|
4.44K
$613K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
632+ 2.89% |
$67.9K - $74.7K
|
22.5K
$3.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
612+ 16.99% |
$65.8K - $72.3K
|
4.21K
$583K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
612+ 33.41% |
$65.8K - $72.3K
|
2.44K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
612+ 3.2% |
$65.8K - $72.3K
|
19.7K
$2.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
588+ 4.3% |
$63.2K - $69.5K
|
14.2K
$1.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
551New |
$59.2K - $65.1K
|
551
$76.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
518+ 2.37% |
$55.7K - $61.2K
|
22.4K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
515+ 3.64% |
$55.3K - $60.9K
|
14.6K
$2.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
514New |
$55.2K - $60.7K
|
514
$71.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
500+ 7.68% |
$53.7K - $59.1K
|
7.01K
$970K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
498+ 19.32% |
$53.5K - $58.8K
|
3.08K
$425K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
474+ 3.17% |
$50.9K - $56K
|
15.4K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
456+ 1.86% |
$49K - $53.9K
|
25K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
449+ 7.98% |
$48.2K - $53.1K
|
6.08K
$841K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
435+ 1.87% |
$46.7K - $51.4K
|
23.7K
$3.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
430+ 29.99% |
$46.2K - $50.8K
|
1.86K
$258K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
419+ 2.78% |
$45K - $49.5K
|
15.5K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
BUY
|
- |
419+ 11.04% |
$45K - $49.5K
|
4.21K
$583K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
406+ 18.81% |
$43.6K - $48K
|
2.57K
$355K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
405+ 1.67% |
$43.5K - $47.9K
|
24.7K
$3.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
400+ 4.64% |
$43K - $47.3K
|
9.01K
$1.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
392+ 1.27% |
$42.1K - $46.3K
|
31.2K
$4.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
387+ 1.61% |
$41.6K - $45.7K
|
24.5K
$3.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
383+ 3.36% |
$41.1K - $45.3K
|
11.8K
$1.63M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
380+ 7.0% |
$40.8K - $44.9K
|
5.81K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
348+ 2.17% |
$37.4K - $41.1K
|
16.4K
$2.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
345+ 1.81% |
$37.1K - $40.8K
|
19.5K
$2.69M
|