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 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-62- 0.73% |
$7.44K - $8.42K
|
8.38K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-64- 3.61% |
$7.68K - $8.69K
|
1.71K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-64- 1.99% |
$7.68K - $8.69K
|
3.16K
$422K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-65- 1.08% |
$7.8K - $8.82K
|
5.93K
$793K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-66- 0.27% |
$7.92K - $8.96K
|
24K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-71- 5.93% |
$8.52K - $9.64K
|
1.13K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-75- 0.44% |
$9K - $10.2K
|
17.1K
$2.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-75- 0.42% |
$9K - $10.2K
|
17.9K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-75- 2.68% |
$9K - $10.2K
|
2.72K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-76- 0.81% |
$9.12K - $10.3K
|
9.27K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-79- 13.39% |
$9.48K - $10.7K
|
511
$68.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-80- 2.95% |
$9.6K - $10.9K
|
2.63K
$352K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-80- 34.48% |
$9.6K - $10.9K
|
152
$20.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-80- 0.16% |
$9.6K - $10.9K
|
48.9K
$6.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-80- 41.67% |
$9.6K - $10.9K
|
112
$15K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-81- 2.56% |
$9.72K - $11K
|
3.09K
$412K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-82- 4.69% |
$9.84K - $11.1K
|
1.67K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-87- 3.02% |
$10.4K - $11.8K
|
2.8K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 0.27% |
$10.7K - $12.1K
|
33.4K
$4.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-91- 3.27% |
$10.9K - $12.4K
|
2.69K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-98- 2.02% |
$11.8K - $13.3K
|
4.75K
$635K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 1.25% |
$12K - $13.6K
|
7.93K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 2.53% |
$12K - $13.6K
|
3.85K
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-100- 9.97% |
$12K - $13.6K
|
903
$121K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-100- 0.59% |
$12K - $13.6K
|
16.8K
$2.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-104- 4.32% |
$12.5K - $14.1K
|
2.31K
$308K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 0.33% |
$12.5K - $14.1K
|
31.2K
$4.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-105- 0.27% |
$12.6K - $14.3K
|
39.1K
$5.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-107- 2.03% |
$12.8K - $14.5K
|
5.16K
$690K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-108- 1.43% |
$13K - $14.7K
|
7.43K
$993K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-110- 6.33% |
$13.2K - $14.9K
|
1.63K
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 4.4% |
$13.2K - $14.9K
|
2.39K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-112- 3.16% |
$13.4K - $15.2K
|
3.43K
$459K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-115- 1.14% |
$13.8K - $15.6K
|
9.95K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-117- 0.74% |
$14K - $15.9K
|
15.6K
$2.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-117- 2.27% |
$14K - $15.9K
|
5.04K
$673K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-118- 0.32% |
$14.2K - $16K
|
37.2K
$4.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-119- 5.98% |
$14.3K - $16.2K
|
1.87K
$250K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-119- 6.87% |
$14.3K - $16.2K
|
1.61K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-125- 51.02% |
$15K - $17K
|
120
$16K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-126- 2.15% |
$15.1K - $17.1K
|
5.74K
$767K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-126- 1.5% |
$15.1K - $17.1K
|
8.29K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-130- 0.27% |
$15.6K - $17.6K
|
48.9K
$6.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-136- 0.74% |
$16.3K - $18.5K
|
18.2K
$2.43M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-136- 1.13% |
$16.3K - $18.5K
|
11.9K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-136- 1.98% |
$16.3K - $18.5K
|
6.72K
$898K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-136- 0.44% |
$16.3K - $18.5K
|
30.5K
$4.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-140- 0.19% |
$16.8K - $19K
|
74.9K
$10M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-142- 1.29% |
$17K - $19.3K
|
10.9K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-142- 1.39% |
$17K - $19.3K
|
10.1K
$1.35M
|