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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-798- 5.07% |
$95.8K - $108K
|
14.9K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-808- 3.75% |
$97K - $110K
|
20.8K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-820- 13.39% |
$98.4K - $111K
|
5.3K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-824- 5.83% |
$98.9K - $112K
|
13.3K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-828- 5.22% |
$99.4K - $112K
|
15K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-830- 1.23% |
$99.6K - $113K
|
66.6K
$8.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-840- 4.69% |
$101K - $114K
|
17.1K
$2.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-850- 65.38% |
$102K - $115K
|
450
$60.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-854- 0.29% |
$102K - $116K
|
294K
$39.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-857- 1.95% |
$103K - $116K
|
43.1K
$5.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-871- 7.14% |
$105K - $118K
|
11.3K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-875- 26.64% |
$105K - $119K
|
2.41K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-897- 1.48% |
$108K - $122K
|
59.5K
$7.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-908- 13.03% |
$109K - $123K
|
6.06K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-945- 16.66% |
$113K - $128K
|
4.73K
$632K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-950- 16.51% |
$114K - $129K
|
4.81K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-954- 9.37% |
$114K - $129K
|
9.23K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-973- 16.26% |
$117K - $132K
|
5.01K
$670K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-997- 3.89% |
$120K - $135K
|
24.6K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1K- 5.0% |
$120K - $136K
|
19K
$2.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1K- 30.41% |
$120K - $136K
|
2.29K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.01K- 17.14% |
$121K - $136K
|
4.86K
$649K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.01K- 2.26% |
$121K - $137K
|
43.6K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.01K- 2.32% |
$121K - $137K
|
42.6K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.02K- 26.01% |
$122K - $138K
|
2.89K
$387K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.02K- 6.38% |
$123K - $139K
|
15K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.04K- 3.29% |
$124K - $140K
|
30.4K
$4.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 15.71% |
$124K - $140K
|
5.55K
$742K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.05K- 12.02% |
$126K - $143K
|
7.68K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.07K- 5.94% |
$129K - $146K
|
17K
$2.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.08K- 17.22% |
$129K - $146K
|
5.17K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.08K- 39.49% |
$129K - $146K
|
1.65K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.09K- 5.31% |
$131K - $148K
|
19.5K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.11K- 5.34% |
$133K - $151K
|
19.7K
$2.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.12K- 22.74% |
$135K - $152K
|
3.81K
$509K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.13K- 14.21% |
$136K - $154K
|
6.84K
$914K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.16K- 5.74% |
$140K - $158K
|
19.1K
$2.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.17K- 3.36% |
$140K - $158K
|
33.5K
$4.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.28K- 28.96% |
$154K - $174K
|
3.15K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.31K- 6.36% |
$157K - $178K
|
19.3K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.33K- 13.17% |
$159K - $180K
|
8.76K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 12.1% |
$162K - $183K
|
9.81K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.38K- 1.44% |
$165K - $187K
|
94.2K
$12.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 2.42% |
$166K - $188K
|
55.9K
$7.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.4K- 9.46% |
$168K - $190K
|
13.4K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.43K- 1.25% |
$171K - $193K
|
113K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.44K- 10.46% |
$173K - $195K
|
12.3K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.46K- 2.52% |
$175K - $198K
|
56.6K
$7.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.47K- 20.13% |
$176K - $199K
|
5.82K
$778K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.48K- 2.28% |
$177K - $200K
|
63.1K
$8.44M
|