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 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-16- 12.7% |
$1.92K - $2.17K
|
110
$14.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-16- 0.11% |
$1.92K - $2.17K
|
14K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-17- 0.37% |
$2.04K - $2.31K
|
4.63K
$619K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-18- 0.72% |
$2.16K - $2.44K
|
2.47K
$329K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-20- 2.46% |
$2.4K - $2.71K
|
793
$106K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-20- 0.13% |
$2.4K - $2.71K
|
15.4K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20- 0.23% |
$2.4K - $2.71K
|
8.51K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-23- 0.07% |
$2.76K - $3.12K
|
34K
$4.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23- 0.31% |
$2.76K - $3.12K
|
7.47K
$999K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-23- 0.33% |
$2.76K - $3.12K
|
6.85K
$916K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-24- 0.23% |
$2.88K - $3.26K
|
10.2K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.86% |
$3K - $3.39K
|
2.87K
$383K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-25- 1.29% |
$3K - $3.39K
|
1.91K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-29- 1.31% |
$3.48K - $3.94K
|
2.18K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30- 0.04% |
$3.6K - $4.07K
|
75.7K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-30- 1.73% |
$3.6K - $4.07K
|
1.7K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-30- 0.33% |
$3.6K - $4.07K
|
9.01K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-31- 41.33% |
$3.72K - $4.21K
|
44
$5.88K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-32- 0.08% |
$3.84K - $4.34K
|
38.3K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-37- 1.37% |
$4.44K - $5.02K
|
2.67K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-38- 23.03% |
$4.56K - $5.16K
|
127
$17K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-39- 1.07% |
$4.68K - $5.29K
|
3.61K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-40- 1.57% |
$4.8K - $5.43K
|
2.51K
$336K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-40- 1.24% |
$4.8K - $5.43K
|
3.19K
$427K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-41- 0.96% |
$4.92K - $5.57K
|
4.23K
$566K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-41- 2.0% |
$4.92K - $5.57K
|
2.01K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-43- 1.02% |
$5.16K - $5.84K
|
4.16K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-44- 3.51% |
$5.28K - $5.97K
|
1.21K
$162K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-45- 2.22% |
$5.4K - $6.11K
|
1.99K
$265K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.35% |
$5.4K - $6.11K
|
13K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-45- 0.6% |
$5.4K - $6.11K
|
7.44K
$995K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-46- 2.75% |
$5.52K - $6.24K
|
1.62K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-46- 2.27% |
$5.52K - $6.24K
|
1.98K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.34% |
$5.76K - $6.52K
|
3.54K
$474K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-49- 2.78% |
$5.88K - $6.65K
|
1.71K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-50- 2.0% |
$6K - $6.79K
|
2.45K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 5.79% |
$6K - $6.79K
|
813
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-52- 0.21% |
$6.24K - $7.06K
|
24.2K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-52- 0.16% |
$6.24K - $7.06K
|
32K
$4.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-52- 0.79% |
$6.24K - $7.06K
|
6.5K
$868K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-53- 1.24% |
$6.36K - $7.19K
|
4.21K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-55- 2.69% |
$6.6K - $7.47K
|
1.99K
$266K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-55- 1.66% |
$6.6K - $7.47K
|
3.25K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-55- 1.43% |
$6.6K - $7.47K
|
3.78K
$506K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-58- 3.28% |
$6.96K - $7.87K
|
1.71K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-58- 2.58% |
$6.96K - $7.87K
|
2.19K
$293K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-59- 2.23% |
$7.08K - $8.01K
|
2.59K
$346K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-60- 1.81% |
$7.2K - $8.14K
|
3.25K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-60- 2.24% |
$7.2K - $8.14K
|
2.62K
$350K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-60- 2.79% |
$7.2K - $8.14K
|
2.09K
$279K
|