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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
5+ 0.25% |
$515 - $595
|
1.97K
$256K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 1.32% |
$515 - $595
|
385
$49.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5+ 0.05% |
$515 - $595
|
9.18K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 2.53% |
$412 - $476
|
162
$21K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4+ 0.06% |
$412 - $476
|
6.33K
$821K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.21% |
$412 - $476
|
1.87K
$243K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.95% |
$309 - $357
|
157
$20.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 2.24% |
$309 - $357
|
137
$17.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 2.34% |
$309 - $357
|
131
$17K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2+ 0.07% |
$206 - $238
|
2.67K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.01% |
$206 - $238
|
14.1K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.02% |
$206 - $238
|
11.6K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 2.94% |
$206 - $238
|
70
$9.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.12% |
$206 - $238
|
1.74K
$225K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 1.96% |
$103 - $119
|
52
$6.74K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$103 - $119
|
34.7K
$4.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$103 - $119
|
1
$130
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1- 0.03% |
$103 - $119
|
3.48K
$451K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 5.26% |
$103 - $119
|
18
$2.33K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.21% |
$103 - $119
|
470
$61K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1- 0.05% |
$103 - $119
|
2.15K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-2- 0.01% |
$206 - $238
|
17.3K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 0.06% |
$206 - $238
|
3.53K
$458K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 0.12% |
$206 - $238
|
1.71K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4- 0.06% |
$412 - $476
|
6.53K
$847K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5- 0.03% |
$515 - $595
|
14.6K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.03% |
$515 - $595
|
16.5K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 0.02% |
$721 - $833
|
36.3K
$4.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-7- 0.13% |
$721 - $833
|
5.34K
$692K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9- 0.46% |
$927 - $1.07K
|
1.95K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-11- 0.03% |
$1.13K - $1.31K
|
40.1K
$5.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-13- 0.31% |
$1.34K - $1.55K
|
4.2K
$545K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-14- 0.68% |
$1.44K - $1.67K
|
2.06K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-15- 0.35% |
$1.54K - $1.79K
|
4.31K
$558K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 2.91% |
$1.54K - $1.79K
|
500
$64.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-18- 0.34% |
$1.85K - $2.14K
|
5.28K
$685K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-19- 0.07% |
$1.96K - $2.26K
|
25.8K
$3.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 0.25% |
$2.06K - $2.38K
|
8.14K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-20- 0.41% |
$2.06K - $2.38K
|
4.91K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-23- 0.82% |
$2.37K - $2.74K
|
2.77K
$359K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-24- 0.97% |
$2.47K - $2.86K
|
2.45K
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-24- 0.25% |
$2.47K - $2.86K
|
9.64K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-27- 0.51% |
$2.78K - $3.21K
|
5.22K
$677K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-27- 0.43% |
$2.78K - $3.21K
|
6.29K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-27- 1.32% |
$2.78K - $3.21K
|
2.03K
$263K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-28- 0.54% |
$2.88K - $3.33K
|
5.17K
$671K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-29- 0.8% |
$2.99K - $3.45K
|
3.61K
$468K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-30- 0.18% |
$3.09K - $3.57K
|
16.3K
$2.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-33- 0.7% |
$3.4K - $3.93K
|
4.69K
$609K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-33- 1.44% |
$3.4K - $3.93K
|
2.26K
$292K
|