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 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.5% |
$1.68K - $1.9K
|
2.79K
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
13+ 0.57% |
$1.56K - $1.76K
|
2.28K
$304K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 1.2% |
$1.56K - $1.76K
|
1.1K
$147K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.21% |
$1.56K - $1.76K
|
6.1K
$815K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
12+ 0.08% |
$1.44K - $1.63K
|
15.9K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12+ 0.7% |
$1.44K - $1.63K
|
1.73K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11+ 0.04% |
$1.32K - $1.49K
|
25K
$3.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$1.2K - $1.36K
|
4.72K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
10+ 0.07% |
$1.2K - $1.36K
|
13.3K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.2K - $1.36K
|
16.3K
$2.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
10+ 0.54% |
$1.2K - $1.36K
|
1.85K
$247K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.14% |
$1.2K - $1.36K
|
7.33K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10+ 0.52% |
$1.2K - $1.36K
|
1.95K
$260K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
10+ 0.3% |
$1.2K - $1.36K
|
3.31K
$443K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$1.08K - $1.22K
|
4.9K
$655K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9+ 0.22% |
$1.08K - $1.22K
|
4.11K
$549K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9+ 0.37% |
$1.08K - $1.22K
|
2.46K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.44% |
$1.08K - $1.22K
|
2.07K
$277K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.13% |
$1.08K - $1.22K
|
6.98K
$933K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8+ 0.08% |
$960 - $1.09K
|
9.57K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
8+ 0.27% |
$960 - $1.09K
|
2.99K
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8+ 0.24% |
$960 - $1.09K
|
3.34K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.23% |
$960 - $1.09K
|
3.49K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.28% |
$840 - $950
|
2.49K
$332K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7+ 0.41% |
$840 - $950
|
1.72K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.03% |
$840 - $950
|
22.8K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
7+ 0.07% |
$840 - $950
|
10.8K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.27% |
$720 - $814
|
2.27K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.17% |
$720 - $814
|
3.45K
$461K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$720 - $814
|
6
$802
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6+ 0.32% |
$720 - $814
|
1.85K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6+ 0.07% |
$720 - $814
|
9.05K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
6+ 0.3% |
$720 - $814
|
2.03K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.26% |
$600 - $679
|
1.89K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5+ 0.25% |
$600 - $679
|
2.03K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.03% |
$600 - $679
|
19.2K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5+ 0.06% |
$600 - $679
|
8.85K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
5+ 0.08% |
$600 - $679
|
6.07K
$812K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.14% |
$600 - $679
|
3.62K
$483K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.06% |
$600 - $679
|
7.76K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.78% |
$600 - $679
|
645
$86.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5+ 0.2% |
$600 - $679
|
2.54K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 0.11% |
$480 - $543
|
3.63K
$485K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.19% |
$480 - $543
|
2.08K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$480 - $543
|
4
$535
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.87% |
$480 - $543
|
462
$61.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$480 - $543
|
3.07K
$411K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$360 - $407
|
10.5K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3+ 0.11% |
$360 - $407
|
2.68K
$358K
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
3+ 0.07% |
$360 - $407
|
4.57K
$610K
|