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
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
185+ 2.55% |
$22.2K - $25.1K
|
7.43K
$993K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
183+ 1.85% |
$22K - $24.8K
|
10.1K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
178+ 1.16% |
$21.4K - $24.2K
|
15.5K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
171+ 3.04% |
$20.5K - $23.2K
|
5.8K
$776K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
169+ 2.04% |
$20.3K - $22.9K
|
8.47K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
169New |
$20.3K - $22.9K
|
169
$22.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
167+ 6.9% |
$20K - $22.7K
|
2.59K
$346K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
166+ 5.65% |
$19.9K - $22.5K
|
3.11K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
160+ 1.02% |
$19.2K - $21.7K
|
15.8K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
159+ 44.17% |
$19.1K - $21.6K
|
519
$69.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
153+ 81.82% |
$18.4K - $20.8K
|
340
$45.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
152+ 1.06% |
$18.2K - $20.6K
|
14.5K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
150+ 4.92% |
$18K - $20.4K
|
3.2K
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146+ 0.93% |
$17.5K - $19.8K
|
15.8K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
126+ 7.05% |
$15.1K - $17.1K
|
1.91K
$256K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
121New |
$14.5K - $16.4K
|
121
$16.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
121+ 1.14% |
$14.5K - $16.4K
|
10.7K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
120+ 0.64% |
$14.4K - $16.3K
|
19K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
118+ 5.33% |
$14.2K - $16K
|
2.33K
$312K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
118+ 0.87% |
$14.2K - $16K
|
13.6K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
112+ 2.56% |
$13.4K - $15.2K
|
4.49K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
112+ 5.94% |
$13.4K - $15.2K
|
2K
$267K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
111+ 0.77% |
$13.3K - $15.1K
|
14.5K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
107+ 0.36% |
$12.8K - $14.5K
|
29.5K
$3.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 2.08% |
$12.7K - $14.4K
|
5.2K
$696K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
105+ 0.62% |
$12.6K - $14.3K
|
17K
$2.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
101+ 1.16% |
$12.1K - $13.7K
|
8.8K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
100New |
$12K - $13.6K
|
100
$13.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
100+ 2.04% |
$12K - $13.6K
|
5K
$669K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 3.96% |
$12K - $13.6K
|
2.62K
$351K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
99+ 1.05% |
$11.9K - $13.4K
|
9.49K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
99+ 1.34% |
$11.9K - $13.4K
|
7.49K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
97+ 10.41% |
$11.6K - $13.2K
|
1.03K
$138K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
91+ 1.48% |
$10.9K - $12.4K
|
6.23K
$832K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
90+ 1.15% |
$10.8K - $12.2K
|
7.94K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
90+ 2.48% |
$10.8K - $12.2K
|
3.72K
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
87+ 0.24% |
$10.4K - $11.8K
|
36.1K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
84+ 3.82% |
$10.1K - $11.4K
|
2.28K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
84+ 4.76% |
$10.1K - $11.4K
|
1.85K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
80+ 0.47% |
$9.6K - $10.9K
|
17.3K
$2.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
76+ 0.69% |
$9.12K - $10.3K
|
11.2K
$1.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
75+ 33.33% |
$9K - $10.2K
|
300
$40.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
73+ 10.07% |
$8.76K - $9.91K
|
798
$107K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
73+ 1.47% |
$8.76K - $9.91K
|
5.04K
$674K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
73+ 0.54% |
$8.76K - $9.91K
|
13.6K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
72+ 0.65% |
$8.64K - $9.77K
|
11.1K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
62+ 0.8% |
$7.44K - $8.42K
|
7.78K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
62+ 0.59% |
$7.44K - $8.42K
|
10.7K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
61+ 2.47% |
$7.32K - $8.28K
|
2.53K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
61+ 1.0% |
$7.32K - $8.28K
|
6.14K
$820K
|