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 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.34% |
$5.76K - $6.52K
|
3.54K
$487K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-49- 2.78% |
$5.88K - $6.65K
|
1.71K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-50- 2.0% |
$6K - $6.79K
|
2.45K
$337K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 5.79% |
$6K - $6.79K
|
813
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-52- 0.21% |
$6.24K - $7.06K
|
24.2K
$3.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-52- 0.79% |
$6.24K - $7.06K
|
6.5K
$893K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-52- 0.16% |
$6.24K - $7.06K
|
32K
$4.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-53- 1.24% |
$6.36K - $7.19K
|
4.21K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-55- 1.43% |
$6.6K - $7.47K
|
3.78K
$520K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-55- 1.66% |
$6.6K - $7.47K
|
3.25K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-55- 2.69% |
$6.6K - $7.47K
|
1.99K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-58- 2.58% |
$6.96K - $7.87K
|
2.19K
$301K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-58- 3.28% |
$6.96K - $7.87K
|
1.71K
$235K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-59- 2.23% |
$7.08K - $8.01K
|
2.59K
$356K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-60- 2.79% |
$7.2K - $8.14K
|
2.09K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-60- 2.24% |
$7.2K - $8.14K
|
2.62K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-60- 1.81% |
$7.2K - $8.14K
|
3.25K
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-62- 0.73% |
$7.44K - $8.42K
|
8.38K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-64- 1.99% |
$7.68K - $8.69K
|
3.16K
$434K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-64- 3.61% |
$7.68K - $8.69K
|
1.71K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-65- 1.08% |
$7.8K - $8.82K
|
5.93K
$816K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-66- 0.27% |
$7.92K - $8.96K
|
24K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-71- 5.93% |
$8.52K - $9.64K
|
1.13K
$155K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-75- 2.68% |
$9K - $10.2K
|
2.72K
$374K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-75- 0.44% |
$9K - $10.2K
|
17.1K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-75- 0.42% |
$9K - $10.2K
|
17.9K
$2.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-76- 0.81% |
$9.12K - $10.3K
|
9.27K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-79- 13.39% |
$9.48K - $10.7K
|
511
$70.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-80- 41.67% |
$9.6K - $10.9K
|
112
$15.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-80- 34.48% |
$9.6K - $10.9K
|
152
$20.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-80- 2.95% |
$9.6K - $10.9K
|
2.63K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-80- 0.16% |
$9.6K - $10.9K
|
48.9K
$6.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-81- 2.56% |
$9.72K - $11K
|
3.09K
$424K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-82- 4.69% |
$9.84K - $11.1K
|
1.67K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-87- 3.02% |
$10.4K - $11.8K
|
2.8K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 0.27% |
$10.7K - $12.1K
|
33.4K
$4.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-91- 3.27% |
$10.9K - $12.4K
|
2.69K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-98- 2.02% |
$11.8K - $13.3K
|
4.75K
$653K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-100- 0.59% |
$12K - $13.6K
|
16.8K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-100- 9.97% |
$12K - $13.6K
|
903
$124K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 1.25% |
$12K - $13.6K
|
7.93K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 2.53% |
$12K - $13.6K
|
3.85K
$529K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-104- 4.32% |
$12.5K - $14.1K
|
2.31K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 0.33% |
$12.5K - $14.1K
|
31.2K
$4.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-105- 0.27% |
$12.6K - $14.3K
|
39.1K
$5.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-107- 2.03% |
$12.8K - $14.5K
|
5.16K
$710K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-108- 1.43% |
$13K - $14.7K
|
7.43K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-110- 6.33% |
$13.2K - $14.9K
|
1.63K
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 4.4% |
$13.2K - $14.9K
|
2.39K
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-112- 3.16% |
$13.4K - $15.2K
|
3.43K
$472K
|