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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-33- 0.26% |
$3.4K - $3.93K
|
12.8K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-34- 1.35% |
$3.5K - $4.05K
|
2.49K
$322K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-34- 0.21% |
$3.5K - $4.05K
|
16.4K
$2.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-36- 1.26% |
$3.71K - $4.29K
|
2.81K
$365K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-36- 0.36% |
$3.71K - $4.29K
|
9.84K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-37- 1.4% |
$3.81K - $4.41K
|
2.62K
$339K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-38- 0.24% |
$3.91K - $4.52K
|
15.8K
$2.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-39- 1.23% |
$4.02K - $4.64K
|
3.14K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-40- 1.17% |
$4.12K - $4.76K
|
3.37K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-40- 2.09% |
$4.12K - $4.76K
|
1.88K
$243K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-41- 1.52% |
$4.22K - $4.88K
|
2.66K
$344K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-42- 11.2% |
$4.32K - $5K
|
333
$43.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-43- 0.8% |
$4.43K - $5.12K
|
5.35K
$693K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-44- 1.31% |
$4.53K - $5.24K
|
3.3K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-45- 0.56% |
$4.63K - $5.36K
|
7.99K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-45- 0.29% |
$4.63K - $5.36K
|
15.7K
$2.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-46- 0.59% |
$4.74K - $5.48K
|
7.78K
$1.01M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-47- 1.45% |
$4.84K - $5.6K
|
3.19K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-48- 0.65% |
$4.94K - $5.71K
|
7.31K
$948K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-48- 1.0% |
$4.94K - $5.71K
|
4.74K
$614K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-48- 1.61% |
$4.94K - $5.71K
|
2.93K
$380K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.38% |
$5.15K - $5.95K
|
3.58K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 2.61% |
$5.15K - $5.95K
|
1.87K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-55- 2.2% |
$5.66K - $6.55K
|
2.45K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-56- 2.02% |
$5.77K - $6.67K
|
2.72K
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-58- 1.13% |
$5.97K - $6.91K
|
5.08K
$659K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-62- 0.66% |
$6.38K - $7.38K
|
9.38K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-62- 2.42% |
$6.38K - $7.38K
|
2.5K
$325K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-65- 2.63% |
$6.69K - $7.74K
|
2.4K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-65- 0.5% |
$6.69K - $7.74K
|
13K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-68- 1.21% |
$7K - $8.1K
|
5.57K
$723K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-70- 35.71% |
$7.21K - $8.33K
|
126
$16.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-72- 0.69% |
$7.41K - $8.57K
|
10.3K
$1.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-75- 1.67% |
$7.72K - $8.93K
|
4.42K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-76- 8.54% |
$7.83K - $9.05K
|
814
$106K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-84- 2.62% |
$8.65K - $10K
|
3.12K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-85- 0.84% |
$8.75K - $10.1K
|
9.99K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-87- 0.89% |
$8.96K - $10.4K
|
9.7K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-93- 1.3% |
$9.58K - $11.1K
|
7.05K
$914K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-94- 3.43% |
$9.68K - $11.2K
|
2.65K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-94- 20.98% |
$9.68K - $11.2K
|
354
$45.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-98- 0.98% |
$10.1K - $11.7K
|
9.92K
$1.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-99- 0.44% |
$10.2K - $11.8K
|
22.3K
$2.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-100- 7.32% |
$10.3K - $11.9K
|
1.27K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 4.71% |
$10.3K - $11.9K
|
2.02K
$263K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-105- 3.75% |
$10.8K - $12.5K
|
2.7K
$350K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-105- 0.85% |
$10.8K - $12.5K
|
12.3K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-105- 1.66% |
$10.8K - $12.5K
|
6.21K
$805K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-108- 2.69% |
$11.1K - $12.9K
|
3.91K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-109- 0.63% |
$11.2K - $13K
|
17.2K
$2.23M
|