Purchases and Sales Made in Q3 2024 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 2024. 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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.35M+ 17525.93% |
$522M - $590M
|
4.37M
$584M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
985KNew |
$118M - $134M
|
985K
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
175K+ 2.15% |
$21M - $23.8M
|
8.33M
$1.11B
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
135KNew |
$16.2M - $18.4M
|
135K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
92.5K+ 1301.17% |
$11.1M - $12.6M
|
99.6K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
79.9KNew |
$9.59M - $10.9M
|
79.9K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.6K+ 4.61% |
$7.75M - $8.77M
|
1.47M
$196M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50.1KNew |
$6.01M - $6.8M
|
50.1K
$6.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.5K+ 0.79% |
$5.82M - $6.58M
|
6.21M
$830M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
BUY
|
- |
48.3K+ 195.7% |
$5.79M - $6.56M
|
73K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
44.8K+ 876.67% |
$5.37M - $6.08M
|
49.9K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
42.9KNew |
$5.14M - $5.82M
|
42.9K
$5.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
37K+ 185.0% |
$4.44M - $5.02M
|
57K
$7.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
35.8K+ 119.73% |
$4.3M - $4.86M
|
65.7K
$8.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
33.3KNew |
$3.99M - $4.52M
|
33.3K
$4.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31.4KNew |
$3.77M - $4.26M
|
31.4K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.2K+ 293.39% |
$3.62M - $4.09M
|
40.4K
$5.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
27.5KNew |
$3.3M - $3.74M
|
27.5K
$3.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
21.6KNew |
$2.59M - $2.93M
|
21.6K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.3K+ 101.22% |
$2.31M - $2.62M
|
38.3K
$5.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
18.3KNew |
$2.19M - $2.48M
|
18.3K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
18.1K+ 13.24% |
$2.17M - $2.45M
|
155K
$20.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
17.6K+ 572.46% |
$2.11M - $2.39M
|
20.7K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17.6KNew |
$2.11M - $2.38M
|
17.6K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.6KNew |
$2.11M - $2.38M
|
17.6K
$2.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.5K+ 2.91% |
$1.98M - $2.24M
|
584K
$78.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5K+ 4.2% |
$1.86M - $2.11M
|
386K
$51.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
15.2KNew |
$1.83M - $2.07M
|
15.2K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 0.38% |
$1.68M - $1.9M
|
3.69M
$493M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14K+ 25.54% |
$1.67M - $1.89M
|
68.6K
$9.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.8KNew |
$1.66M - $1.87M
|
13.8K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$1.46M - $1.65M
|
12.1K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 4.03% |
$1.4M - $1.59M
|
301K
$40.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11KNew |
$1.33M - $1.5M
|
11K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11K+ 48.01% |
$1.32M - $1.5M
|
34K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.8K+ 7.93% |
$1.3M - $1.47M
|
147K
$19.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 8.76% |
$1.28M - $1.44M
|
132K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.6K+ 107.2% |
$1.27M - $1.44M
|
20.4K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.5K+ 423.63% |
$1.26M - $1.43M
|
13K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.85K+ 175.41% |
$1.18M - $1.34M
|
15.5K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.4K+ 99.39% |
$1.13M - $1.28M
|
18.9K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
9.06KNew |
$1.09M - $1.23M
|
9.06K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.98K+ 3.75% |
$1.08M - $1.22M
|
248K
$33.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.47KNew |
$1.02M - $1.15M
|
8.47K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.26K+ 370.18% |
$991K - $1.12M
|
10.5K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.13KNew |
$976K - $1.1M
|
8.13K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
7.85KNew |
$941K - $1.06M
|
7.85K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7.59KNew |
$910K - $1.03M
|
7.59K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.57KNew |
$908K - $1.03M
|
7.57K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.34K+ 2.6% |
$881K - $997K
|
290K
$38.8M
|