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 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-256- 6.29% |
$26.4K - $30.5K
|
3.81K
$494K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-260- 5.29% |
$26.8K - $31K
|
4.65K
$604K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-261- 1.6% |
$26.9K - $31.1K
|
16.1K
$2.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-268- 1.22% |
$27.6K - $31.9K
|
21.7K
$2.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-271- 5.04% |
$27.9K - $32.3K
|
5.11K
$662K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-280- 12.54% |
$28.8K - $33.3K
|
1.95K
$253K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-282- 3.0% |
$29K - $33.6K
|
9.11K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-283- 11.13% |
$29.1K - $33.7K
|
2.26K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-283- 1.23% |
$29.1K - $33.7K
|
22.8K
$2.95M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-283- 11.13% |
$29.1K - $33.7K
|
2.26K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-284- 27.23% |
$29.2K - $33.8K
|
759
$98.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-285- 10.01% |
$29.3K - $33.9K
|
2.56K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-285- 9.27% |
$29.3K - $33.9K
|
2.79K
$362K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-286- 1.78% |
$29.4K - $34.1K
|
15.8K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-289- 2.13% |
$29.8K - $34.4K
|
13.3K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-290- 2.22% |
$29.9K - $34.5K
|
12.8K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-292- 3.85% |
$30.1K - $34.8K
|
7.28K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-296- 12.12% |
$30.5K - $35.2K
|
2.15K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-300- 3.01% |
$30.9K - $35.7K
|
9.67K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-300- 13.04% |
$30.9K - $35.7K
|
2K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-308- 20.57% |
$31.7K - $36.7K
|
1.19K
$154K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-315- 5.66% |
$32.4K - $37.5K
|
5.25K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-322- 3.61% |
$33.2K - $38.3K
|
8.59K
$1.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-322- 0.78% |
$33.2K - $38.3K
|
40.8K
$5.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-323- 4.87% |
$33.3K - $38.5K
|
6.3K
$818K
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-323- 5.61% |
$33.3K - $38.5K
|
5.43K
$705K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-327- 4.85% |
$33.7K - $38.9K
|
6.42K
$833K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-330- 4.05% |
$34K - $39.3K
|
7.82K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-338- 3.85% |
$34.8K - $40.2K
|
8.45K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-338- 66.67% |
$34.8K - $40.2K
|
169
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-339- 1.65% |
$34.9K - $40.4K
|
20.2K
$2.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-340- 7.53% |
$35K - $40.5K
|
4.18K
$542K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-341- 3.33% |
$35.1K - $40.6K
|
9.89K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-342- 1.44% |
$35.2K - $40.7K
|
23.3K
$3.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-348- 1.64% |
$35.8K - $41.4K
|
20.8K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-352- 2.38% |
$36.2K - $41.9K
|
14.4K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-354- 1.5% |
$36.5K - $42.1K
|
23.2K
$3.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-360- 7.75% |
$37.1K - $42.9K
|
4.28K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-366- 3.59% |
$37.7K - $43.6K
|
9.83K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-373- 14.3% |
$38.4K - $44.4K
|
2.24K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-377- 2.61% |
$38.8K - $44.9K
|
14.1K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-383- 0.85% |
$39.4K - $45.6K
|
44.9K
$5.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-385- 25.56% |
$39.6K - $45.8K
|
1.12K
$145K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-386- 14.34% |
$39.7K - $46K
|
2.31K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-386- 5.92% |
$39.7K - $46K
|
6.13K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-388- 2.69% |
$40K - $46.2K
|
14K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-395- 11.06% |
$40.7K - $47K
|
3.18K
$412K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-397- 10.95% |
$40.9K - $47.3K
|
3.23K
$419K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-400- 12.39% |
$41.2K - $47.6K
|
2.83K
$367K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400- 3.52% |
$41.2K - $47.6K
|
11K
$1.42M
|