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
|
Nikulski Financial, Inc.
|
SELL
|
- |
-258- 0.67% |
$31K - $35K
|
38.4K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-260- 14.77% |
$31.2K - $35.3K
|
1.5K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-262- 1.18% |
$31.4K - $35.6K
|
21.9K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-266- 83.65% |
$31.9K - $36.1K
|
52
$6.74K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-266- 0.66% |
$31.9K - $36.1K
|
40K
$5.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-268- 14.48% |
$32.2K - $36.4K
|
1.58K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-275- 3.75% |
$33K - $37.3K
|
7.05K
$915K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-280- 3.12% |
$33.6K - $38K
|
8.71K
$1.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-282- 5.53% |
$33.8K - $38.3K
|
4.82K
$625K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-286- 14.31% |
$34.3K - $38.8K
|
1.71K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-287- 1.75% |
$34.4K - $39K
|
16.1K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-290- 3.63% |
$34.8K - $39.4K
|
7.7K
$999K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-296- 2.99% |
$35.5K - $40.2K
|
9.59K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-296- 54.71% |
$35.5K - $40.2K
|
245
$31.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-298- 4.8% |
$35.8K - $40.5K
|
5.92K
$767K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-298- 2.51% |
$35.8K - $40.5K
|
11.6K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-299- 4.24% |
$35.9K - $40.6K
|
6.76K
$877K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 1.89% |
$36K - $40.7K
|
15.5K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-300- 30.52% |
$36K - $40.7K
|
683
$88.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-300- 15.17% |
$36K - $40.7K
|
1.68K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-307- 0.45% |
$36.8K - $41.7K
|
68.7K
$8.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-312- 7.2% |
$37.4K - $42.4K
|
4.02K
$522K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-320- 72.73% |
$38.4K - $43.4K
|
120
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-323- 0.52% |
$38.8K - $43.8K
|
62K
$8.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-345- 13.28% |
$41.4K - $46.8K
|
2.25K
$292K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-350- 3.8% |
$42K - $47.5K
|
8.86K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-350- 18.0% |
$42K - $47.5K
|
1.59K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-352- 6.23% |
$42.2K - $47.8K
|
5.3K
$687K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-353- 15.03% |
$42.4K - $47.9K
|
2K
$259K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-360- 2.29% |
$43.2K - $48.9K
|
15.4K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-364- 6.7% |
$43.7K - $49.4K
|
5.07K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-365- 2.19% |
$43.8K - $49.5K
|
16.3K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-367- 3.2% |
$44K - $49.8K
|
11.1K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-368- 1.59% |
$44.2K - $50K
|
22.7K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-369- 28.49% |
$44.3K - $50.1K
|
926
$120K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-373- 4.07% |
$44.8K - $50.6K
|
8.79K
$1.14M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-378- 2.78% |
$45.4K - $51.3K
|
13.2K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-381- 1.23% |
$45.7K - $51.7K
|
30.6K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-384- 14.83% |
$46.1K - $52.1K
|
2.21K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-384- 9.5% |
$46.1K - $52.1K
|
3.66K
$475K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-385- 2.22% |
$46.2K - $52.3K
|
17K
$2.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-387- 1.66% |
$46.4K - $52.5K
|
23K
$2.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-396- 0.61% |
$47.5K - $53.8K
|
64.8K
$8.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-400- 16.89% |
$48K - $54.3K
|
1.97K
$255K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-400- 14.65% |
$48K - $54.3K
|
2.33K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-403- 5.46% |
$48.4K - $54.7K
|
6.97K
$904K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-404- 2.03% |
$48.5K - $54.8K
|
19.5K
$2.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-414- 41.4% |
$49.7K - $56.2K
|
586
$76K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-430- 8.93% |
$51.6K - $58.4K
|
4.39K
$569K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-431- 3.08% |
$51.7K - $58.5K
|
13.5K
$1.76M
|