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 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.68K+ 12.77% |
$322K - $364K
|
23.7K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.63K+ 9.82% |
$315K - $356K
|
29.4K
$3.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.6K+ 4.54% |
$312K - $353K
|
59.8K
$7.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.59K+ 41.93% |
$311K - $351K
|
8.76K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.51K+ 12.71% |
$301K - $340K
|
22.2K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.49K+ 2.74% |
$299K - $338K
|
93.2K
$12.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.46KNew |
$295K - $334K
|
2.46K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.46K+ 2.53% |
$295K - $334K
|
99.6K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.44KNew |
$293K - $331K
|
2.44K
$326K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.4KNew |
$287K - $325K
|
2.4K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.38K+ 17.43% |
$286K - $323K
|
16.1K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.35KNew |
$282K - $319K
|
2.35K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.33KNew |
$279K - $316K
|
2.33K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.32KNew |
$279K - $315K
|
2.32K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.26KNew |
$271K - $307K
|
2.26K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.25KNew |
$270K - $305K
|
2.25K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.23K+ 5.04% |
$268K - $303K
|
46.5K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 6.72% |
$265K - $300K
|
35.1K
$4.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.2K+ 13.25% |
$264K - $299K
|
18.8K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.07K+ 0.52% |
$249K - $281K
|
404K
$54M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.07K+ 2.41% |
$248K - $281K
|
87.9K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.04KNew |
$245K - $277K
|
2.04K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.99K+ 29.88% |
$239K - $271K
|
8.67K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.97KNew |
$237K - $268K
|
1.97K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.96K+ 5.43% |
$236K - $267K
|
38.1K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.95K+ 10.65% |
$234K - $265K
|
20.3K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.95K+ 94.88% |
$234K - $264K
|
4K
$535K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 17.88% |
$228K - $258K
|
12.5K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.86K+ 25.8% |
$223K - $252K
|
9.06K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.84K+ 3.17% |
$221K - $250K
|
60K
$8.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.84K+ 0.74% |
$221K - $250K
|
250K
$33.4M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.84K+ 12.81% |
$220K - $249K
|
16.2K
$2.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.84KNew |
$220K - $249K
|
1.84K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.83KNew |
$220K - $249K
|
1.83K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
1.82KNew |
$218K - $247K
|
1.82K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.8KNew |
$216K - $245K
|
1.8K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.79KNew |
$214K - $243K
|
1.79K
$239K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.77KNew |
$213K - $241K
|
1.77K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
1.77KNew |
$212K - $240K
|
1.77K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.76K+ 16.47% |
$211K - $239K
|
12.4K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.75K+ 0.78% |
$209K - $237K
|
225K
$30M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.7KNew |
$204K - $231K
|
1.7K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.66K+ 2.46% |
$199K - $225K
|
68.9K
$9.21M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.65KNew |
$198K - $224K
|
1.65K
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.65K+ 45.78% |
$198K - $224K
|
5.25K
$701K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.65KNew |
$198K - $224K
|
1.65K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.64KNew |
$197K - $223K
|
1.64K
$219K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.64KNew |
$197K - $222K
|
1.64K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.63KNew |
$196K - $222K
|
1.63K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.63KNew |
$196K - $222K
|
1.63K
$218K
|