Purchases and Sales Made in Q4 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7+ 0.02% |
$721 - $833
|
31.4K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 2.43% |
$721 - $833
|
295
$38.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 2.46% |
$721 - $833
|
292
$38.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6+ 0.17% |
$618 - $714
|
3.55K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6+ 1.13% |
$618 - $714
|
539
$70.4K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 1.32% |
$515 - $595
|
385
$50.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.63% |
$515 - $595
|
803
$105K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5+ 0.05% |
$515 - $595
|
9.18K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
5+ 0.25% |
$515 - $595
|
1.97K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.21% |
$412 - $476
|
1.87K
$244K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4+ 0.06% |
$412 - $476
|
6.33K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 2.53% |
$412 - $476
|
162
$21.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 2.24% |
$309 - $357
|
137
$17.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.95% |
$309 - $357
|
157
$20.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 2.34% |
$309 - $357
|
131
$17.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.01% |
$206 - $238
|
14.1K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.12% |
$206 - $238
|
1.74K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.02% |
$206 - $238
|
11.6K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 2.94% |
$206 - $238
|
70
$9.15K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2+ 0.07% |
$206 - $238
|
2.67K
$349K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 1.96% |
$103 - $119
|
52
$6.79K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$103 - $119
|
34.7K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$103 - $119
|
1
$131
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1- 0.05% |
$103 - $119
|
2.15K
$281K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.21% |
$103 - $119
|
470
$61.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1- 0.03% |
$103 - $119
|
3.48K
$455K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 5.26% |
$103 - $119
|
18
$2.35K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 0.06% |
$206 - $238
|
3.53K
$462K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 0.12% |
$206 - $238
|
1.71K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-2- 0.01% |
$206 - $238
|
17.3K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4- 0.06% |
$412 - $476
|
6.53K
$853K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5- 0.03% |
$515 - $595
|
14.6K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.03% |
$515 - $595
|
16.5K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 0.02% |
$721 - $833
|
36.3K
$4.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-7- 0.13% |
$721 - $833
|
5.34K
$697K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9- 0.46% |
$927 - $1.07K
|
1.95K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-11- 0.03% |
$1.13K - $1.31K
|
40.1K
$5.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-13- 0.31% |
$1.34K - $1.55K
|
4.2K
$549K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-14- 0.68% |
$1.44K - $1.67K
|
2.06K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 2.91% |
$1.54K - $1.79K
|
500
$65.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-15- 0.35% |
$1.54K - $1.79K
|
4.31K
$562K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-18- 0.34% |
$1.85K - $2.14K
|
5.28K
$690K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-19- 0.07% |
$1.96K - $2.26K
|
25.8K
$3.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-20- 0.41% |
$2.06K - $2.38K
|
4.91K
$641K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 0.25% |
$2.06K - $2.38K
|
8.14K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-23- 0.82% |
$2.37K - $2.74K
|
2.77K
$362K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-24- 0.25% |
$2.47K - $2.86K
|
9.64K
$1.26M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-24- 0.97% |
$2.47K - $2.86K
|
2.45K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-27- 1.32% |
$2.78K - $3.21K
|
2.03K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-27- 0.51% |
$2.78K - $3.21K
|
5.22K
$682K
|