Purchases and Sales Made in Q3 2023 in Ishares Tr (DVY)

DVY Quotes by TradingView

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 10, 2023 Q3 2023
Omega Financial Group, LLC

BUY
 -
340
+ 0.62%
$36.5K - $40.2K
55.3K $7.65M
Nov 06, 2023 Q3 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
340
+ 3.02%
$36.5K - $40.2K
11.6K $1.6M
Oct 16, 2023 Q3 2023
Round Rock Advisors, LLC

BUY
 -
340
+ 0.41%
$36.5K - $40.2K
83.9K $11.6M
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

BUY
 -
334
+ 2.16%
$35.9K - $39.5K
15.8K $2.18M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
329
+ 33.99%
$35.3K - $38.9K
1.3K $179K
Nov 08, 2023 Q3 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
327
+ 1.95%
$35.1K - $38.6K
17.1K $2.37M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
325
+ 3.04%
$34.9K - $38.4K
11K $1.53M
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
325
+ 13.16%
$34.9K - $38.4K
2.8K $387K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
321
+ 0.47%
$34.5K - $37.9K
67.9K $9.4M
Oct 13, 2023 Q3 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
319
+ 0.81%
$34.3K - $37.7K
39.5K $5.47M
Oct 17, 2023 Q3 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
300
+ 5.91%
$32.2K - $35.4K
5.38K $744K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
300
+ 1.87%
$32.2K - $35.4K
16.3K $2.26M
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
300
+ 10.26%
$32.2K - $35.4K
3.22K $446K
Oct 12, 2023 Q3 2023
Clean Yield Group

BUY
 -
300
+ 62.76%
$32.2K - $35.4K
778 $108K
Nov 14, 2023 Q3 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
286
+ 20.52%
$30.7K - $33.8K
1.68K $232K
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
282
+ 7.29%
$30.3K - $33.3K
4.15K $574K
Nov 07, 2023 Q3 2023
Gryphon Financial Partners LLC

BUY
 -
273
+ 1.93%
$29.3K - $32.3K
14.4K $1.99M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
272
+ 0.46%
$29.2K - $32.1K
59K $8.16M
Oct 31, 2023 Q3 2023
180 Wealth Advisors, LLC

BUY
 -
267
+ 7.94%
$28.7K - $31.5K
3.63K $502K
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
266
+ 1.32%
$28.6K - $31.4K
20.5K $2.83M
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
262
+ 4.01%
$28.1K - $31K
6.79K $939K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
253
+ 4.6%
$27.2K - $29.9K
5.75K $796K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
250
New
$26.9K - $29.5K
250 $34.6K
Nov 02, 2023 Q3 2023
Welch & Forbes LLC

BUY
 -
242
+ 1.77%
$26K - $28.6K
13.9K $1.93M
Oct 25, 2023 Q3 2023
Citizens National Bank Trust Department

BUY
 -
237
+ 2.48%
$25.5K - $28K
9.79K $1.35M
Oct 24, 2023 Q3 2023
Gw Henssler & Associates LTD

BUY
 -
229
+ 0.33%
$24.6K - $27.1K
69.1K $9.56M
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
228
+ 0.64%
$24.5K - $26.9K
35.8K $4.95M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
216
+ 3.4%
$23.2K - $25.5K
6.56K $908K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
216
New
$23.2K - $25.5K
216 $29.9K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
213
+ 0.16%
$22.9K - $25.2K
135K $18.6M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
212
+ 25.51%
$22.8K - $25K
1.04K $144K
Oct 27, 2023 Q3 2023
Blodgett Wealth Advisors, LLC

BUY
 -
207
+ 1.66%
$22.2K - $24.5K
12.7K $1.75M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
204
New
$21.9K - $24.1K
204 $28.2K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
200
+ 0.29%
$21.5K - $23.6K
69.8K $9.65M
Oct 05, 2023 Q3 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
185
+ 0.47%
$19.9K - $21.9K
39.4K $5.46M
Nov 13, 2023 Q3 2023
Pinnacle Financial Group, LLC

BUY
 -
179
+ 0.33%
$19.2K - $21.2K
54.5K $7.54M
Oct 30, 2023 Q3 2023
Unionview, LLC

Seattle, WA
BUY
 -
176
+ 1.4%
$18.9K - $20.8K
12.8K $1.76M
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

BUY
 -
161
+ 0.64%
$17.3K - $19K
25.2K $3.49M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
158
New
$17K - $18.7K
158 $21.9K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
156
+ 1.09%
$16.8K - $18.4K
14.4K $1.99M
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
150
New
$16.1K - $17.7K
150 $20.7K
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
150
+ 4.45%
$16.1K - $17.7K
3.52K $487K
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
148
+ 4.88%
$15.9K - $17.5K
3.18K $440K
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
145
+ 3.28%
$15.6K - $17.1K
4.56K $631K
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
144
+ 3.03%
$15.5K - $17K
4.9K $678K
Nov 08, 2023 Q3 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
141
+ 1.63%
$15.1K - $16.7K
8.78K $1.21M
Oct 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
140
+ 1.44%
$15K - $16.5K
9.88K $1.37M
Nov 14, 2023 Q3 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
140
+ 3.33%
$15K - $16.5K
4.35K $601K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
137
+ 2.15%
$14.7K - $16.2K
6.52K $902K

Track Institutional and Insider Activities on DVY

Follow ISHARES TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DVY shares.

Notify only if

Insider Trading

Get notified when an Ishares Tr insider buys or sells DVY shares.

Notify only if

News

Receive news related to ISHARES TR

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DVY