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 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-145- 1.43% |
$17.4K - $19.7K
|
10K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-146- 7.45% |
$17.5K - $19.8K
|
1.81K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-148- 6.84% |
$17.8K - $20.1K
|
2.02K
$270K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-148- 5.35% |
$17.8K - $20.1K
|
2.62K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-150- 8.23% |
$18K - $20.4K
|
1.67K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-150- 3.13% |
$18K - $20.4K
|
4.64K
$620K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-150- 1.07% |
$18K - $20.4K
|
13.9K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-151- 57.2% |
$18.1K - $20.5K
|
113
$15.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-151- 0.48% |
$18.1K - $20.5K
|
31.5K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-152- 3.05% |
$18.2K - $20.6K
|
4.82K
$645K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-159- 3.81% |
$19.1K - $21.6K
|
4.02K
$537K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-159- 29.89% |
$19.1K - $21.6K
|
373
$49.9K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-160- 2.46% |
$19.2K - $21.7K
|
6.34K
$848K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-162- 4.13% |
$19.4K - $22K
|
3.76K
$503K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-162- 1.06% |
$19.4K - $22K
|
15.1K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-168- 1.39% |
$20.2K - $22.8K
|
12K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-169- 2.42% |
$20.3K - $22.9K
|
6.82K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-171- 7.52% |
$20.5K - $23.2K
|
2.1K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-173- 8.72% |
$20.8K - $23.5K
|
1.81K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-173- 8.92% |
$20.8K - $23.5K
|
1.77K
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-174- 9.49% |
$20.9K - $23.6K
|
1.66K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-177- 0.89% |
$21.2K - $24K
|
19.6K
$2.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-181- 0.6% |
$21.7K - $24.6K
|
30.1K
$4.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-185- 0.96% |
$22.2K - $25.1K
|
19K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-187- 2.47% |
$22.4K - $25.4K
|
7.38K
$986K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-189- 4.88% |
$22.7K - $25.7K
|
3.69K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-194- 9.81% |
$23.3K - $26.3K
|
1.78K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-199- 3.97% |
$23.9K - $27K
|
4.82K
$644K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-199- 3.54% |
$23.9K - $27K
|
5.42K
$724K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-200- 8.14% |
$24K - $27.1K
|
2.26K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-202- 6.23% |
$24.2K - $27.4K
|
3.04K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-203- 0.91% |
$24.4K - $27.6K
|
22.2K
$2.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-203- 9.66% |
$24.4K - $27.6K
|
1.9K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-210- 1.9% |
$25.2K - $28.5K
|
10.8K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-211- 5.1% |
$25.3K - $28.6K
|
3.93K
$525K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-214- 3.5% |
$25.7K - $29K
|
5.91K
$789K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-217- 1.3% |
$26K - $29.5K
|
16.4K
$2.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-217- 4.58% |
$26K - $29.5K
|
4.52K
$604K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-223- 7.29% |
$26.8K - $30.3K
|
2.84K
$379K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-225- 12.48% |
$27K - $30.5K
|
1.58K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-226- 1.42% |
$27.1K - $30.7K
|
15.7K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-227- 1.79% |
$27.2K - $30.8K
|
12.5K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-229- 3.97% |
$27.5K - $31.1K
|
5.54K
$740K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-229- 3.4% |
$27.5K - $31.1K
|
6.51K
$870K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-236- 12.43% |
$28.3K - $32K
|
1.66K
$222K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-236- 5.09% |
$28.3K - $32K
|
4.4K
$588K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-240- 4.17% |
$28.8K - $32.6K
|
5.51K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-244- 0.28% |
$29.3K - $33.1K
|
88K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-245- 3.35% |
$29.4K - $33.3K
|
7.07K
$945K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-255- 4.4% |
$30.6K - $34.6K
|
5.54K
$740K
|