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 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.49K- 6.77% |
$178K - $202K
|
20.5K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.51K- 6.8% |
$182K - $206K
|
20.7K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.58K- 5.61% |
$190K - $214K
|
26.6K
$3.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.59K- 9.15% |
$190K - $215K
|
15.7K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.66K- 12.53% |
$199K - $225K
|
11.6K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.68K- 1.02% |
$201K - $228K
|
164K
$21.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.72K- 1.94% |
$207K - $234K
|
87.3K
$11.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.76K- 2.73% |
$211K - $238K
|
62.7K
$8.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.76K- 20.18% |
$211K - $239K
|
6.96K
$931K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.77K- 1.09% |
$213K - $241K
|
161K
$21.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.86K- 5.95% |
$223K - $252K
|
29.3K
$3.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 28.1% |
$229K - $259K
|
4.88K
$652K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.93K- 8.72% |
$232K - $262K
|
20.2K
$2.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.96K- 3.75% |
$235K - $266K
|
50.2K
$6.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-2K- 35.0% |
$240K - $271K
|
3.71K
$496K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.07K- 3.19% |
$249K - $281K
|
62.8K
$8.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.1K- 13.13% |
$252K - $285K
|
13.9K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.19K- 6.36% |
$262K - $297K
|
32.2K
$4.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.19K- 11.42% |
$263K - $297K
|
17K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.21K- 9.03% |
$265K - $299K
|
22.2K
$2.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.21K- 49.95% |
$265K - $300K
|
2.22K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.24K- 1.05% |
$269K - $304K
|
211K
$28.2M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.36K- 3.04% |
$283K - $320K
|
75.3K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.37K- 35.59% |
$284K - $321K
|
4.28K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-2.39K- 3.14% |
$287K - $325K
|
73.8K
$9.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.4K- 6.87% |
$287K - $325K
|
32.5K
$4.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.43K- 3.31% |
$291K - $329K
|
71K
$9.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.47K- 1.14% |
$297K - $336K
|
214K
$28.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.55K- 40.38% |
$306K - $346K
|
3.76K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.68K- 4.72% |
$321K - $364K
|
54.1K
$7.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.76K- 10.26% |
$331K - $375K
|
24.1K
$3.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.82K- 9.96% |
$338K - $382K
|
25.4K
$3.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.98K- 37.77% |
$358K - $405K
|
4.92K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3K- 4.25% |
$360K - $407K
|
67.6K
$9.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.16K- 2.02% |
$380K - $429K
|
153K
$20.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.19K- 4.03% |
$383K - $433K
|
76K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.46K- 4.35% |
$415K - $470K
|
76K
$10.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.54K- 13.13% |
$424K - $480K
|
23.4K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.76K- 10.31% |
$452K - $511K
|
32.7K
$4.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.8K- 64.93% |
$455K - $515K
|
2.05K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.87K- 2.1% |
$464K - $525K
|
180K
$24.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.9K- 62.31% |
$468K - $530K
|
2.36K
$315K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.92K- 17.48% |
$470K - $532K
|
18.5K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.95K- 14.23% |
$474K - $537K
|
23.8K
$3.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.03K- 0.26% |
$483K - $546K
|
1.55M
$207M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.03K- 1.43% |
$483K - $547K
|
277K
$37M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.23K- 27.13% |
$508K - $574K
|
11.4K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.45K- 15.18% |
$534K - $604K
|
24.9K
$3.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.51K- 3.54% |
$541K - $612K
|
123K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.55K- 2.39% |
$546K - $617K
|
186K
$24.8M
|