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 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-712- 8.48% |
$73.3K - $84.8K
|
7.68K
$996K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-731- 9.77% |
$75.3K - $87K
|
6.75K
$876K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-742- 9.24% |
$76.4K - $88.3K
|
7.29K
$945K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-757- 18.65% |
$77.9K - $90.1K
|
3.3K
$428K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-766- 8.85% |
$78.9K - $91.2K
|
7.89K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-785- 3.25% |
$80.8K - $93.5K
|
23.3K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-785- 0.57% |
$80.8K - $93.5K
|
137K
$17.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-790- 15.18% |
$81.3K - $94.1K
|
4.41K
$572K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-818- 4.63% |
$84.2K - $97.4K
|
16.8K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-820- 29.7% |
$84.4K - $97.6K
|
1.94K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-840- 2.71% |
$86.5K - $100K
|
30.1K
$3.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-871- 5.9% |
$89.7K - $104K
|
13.9K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-876- 27.17% |
$90.2K - $104K
|
2.35K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-879- 13.52% |
$90.5K - $105K
|
5.62K
$729K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-881- 2.94% |
$90.7K - $105K
|
29.1K
$3.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-884- 33.6% |
$91K - $105K
|
1.75K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-892- 11.3% |
$91.8K - $106K
|
7K
$908K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-911- 12.48% |
$93.8K - $108K
|
6.39K
$829K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-914- 8.15% |
$94.1K - $109K
|
10.3K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-920- 2.3% |
$94.7K - $110K
|
39.2K
$5.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-933- 4.3% |
$96.1K - $111K
|
20.8K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-934- 15.49% |
$96.2K - $111K
|
5.09K
$661K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-935- 24.13% |
$96.3K - $111K
|
2.94K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-944- 18.32% |
$97.2K - $112K
|
4.21K
$546K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-945- 8.25% |
$97.3K - $113K
|
10.5K
$1.36M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-945- 42.09% |
$97.3K - $113K
|
1.3K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-950- 13.72% |
$97.8K - $113K
|
5.97K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-956- 2.51% |
$98.4K - $114K
|
37.1K
$4.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-959- 9.63% |
$98.7K - $114K
|
9K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-963- 35.64% |
$99.2K - $115K
|
1.74K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-993- 59.57% |
$102K - $118K
|
674
$87.4K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.01K- 19.59% |
$104K - $120K
|
4.15K
$538K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.01K- 30.53% |
$104K - $120K
|
2.3K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.02K- 1.89% |
$105K - $121K
|
52.8K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.03K- 6.17% |
$106K - $122K
|
15.6K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.03K- 1.88% |
$106K - $122K
|
53.5K
$6.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.05K- 6.11% |
$108K - $125K
|
16.1K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.05K- 19.08% |
$108K - $125K
|
4.47K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 3.55% |
$110K - $127K
|
28.9K
$3.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.08K- 1.55% |
$112K - $129K
|
68.7K
$8.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.09K- 68.21% |
$112K - $130K
|
507
$65.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.1K- 9.53% |
$114K - $131K
|
10.5K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.15K- 20.32% |
$119K - $137K
|
4.51K
$585K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.17K- 24.37% |
$120K - $139K
|
3.62K
$469K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.17K- 7.56% |
$121K - $140K
|
14.3K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.18K- 13.2% |
$121K - $140K
|
7.74K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.18K- 3.56% |
$121K - $140K
|
31.9K
$4.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.19K- 4.83% |
$123K - $142K
|
23.5K
$3.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.19K- 35.22% |
$123K - $142K
|
2.19K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.2K- 4.13% |
$123K - $142K
|
27.8K
$3.6M
|