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 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.28K- 19.14% |
$544K - $629K
|
22.3K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.28K- 16.22% |
$544K - $629K
|
27.3K
$3.54M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-5.34K- 17.68% |
$550K - $636K
|
24.9K
$3.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.53K- 15.47% |
$570K - $659K
|
30.2K
$3.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.57K- 1.77% |
$574K - $664K
|
310K
$40.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.67K- 26.99% |
$584K - $675K
|
15.3K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.73K- 5.04% |
$590K - $682K
|
108K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-5.76K- 42.97% |
$593K - $686K
|
7.65K
$992K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.83K- 29.2% |
$600K - $694K
|
14.1K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.9K- 30.32% |
$607K - $702K
|
13.6K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-6.14K- 21.54% |
$632K - $731K
|
22.4K
$2.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.15K- 37.31% |
$633K - $732K
|
10.3K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.27K- 40.45% |
$646K - $746K
|
9.23K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.29K- 12.61% |
$648K - $749K
|
43.6K
$5.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6.91K- 35.05% |
$712K - $823K
|
12.8K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.05K- 8.78% |
$726K - $839K
|
73.2K
$9.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.09K- 1.1% |
$730K - $844K
|
635K
$82.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.17K- 21.27% |
$738K - $854K
|
26.5K
$3.44M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-7.23K- 7.82% |
$744K - $860K
|
85.2K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.25K- 3.24% |
$747K - $863K
|
217K
$28.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-7.27K- 36.49% |
$748K - $865K
|
12.6K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.38K- 16.59% |
$760K - $878K
|
37.1K
$4.81M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.44K- 4.83% |
$766K - $885K
|
146K
$19M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.58K- 6.44% |
$780K - $902K
|
110K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-7.71K- 8.98% |
$794K - $918K
|
78.1K
$10.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7.72K- 7.65% |
$795K - $920K
|
93.3K
$12.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-8K- 24.29% |
$824K - $952K
|
24.9K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.14K- 47.72% |
$838K - $969K
|
8.92K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.35K- 43.32% |
$859K - $994K
|
10.9K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.69K- 0.69% |
$894K - $1.03M
|
1.26M
$163M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-9.2K- 39.7% |
$947K - $1.1M
|
14K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10.3K- 3.03% |
$1.06M - $1.23M
|
330K
$42.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10.3K- 11.57% |
$1.07M - $1.23M
|
79.1K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.5K- 6.29% |
$1.08M - $1.25M
|
156K
$20.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.8K- 24.38% |
$1.11M - $1.28M
|
33.4K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.7K- 27.29% |
$1.21M - $1.4M
|
31.3K
$4.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-12K- 56.49% |
$1.24M - $1.43M
|
9.27K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-12.4K- 81.32% |
$1.28M - $1.48M
|
2.85K
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-13.1K- 43.26% |
$1.35M - $1.56M
|
17.1K
$2.22M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14K- 26.78% |
$1.44M - $1.67M
|
38.3K
$4.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.3K- 17.41% |
$1.47M - $1.7M
|
67.8K
$8.79M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 4.54% |
$1.49M - $1.72M
|
303K
$39.4M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-15K- 69.22% |
$1.54M - $1.78M
|
6.66K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-15.1K- 23.39% |
$1.55M - $1.8M
|
49.4K
$6.41M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.4K- 87.38% |
$1.59M - $1.83M
|
2.23K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.4K- 5.6% |
$1.69M - $1.95M
|
277K
$35.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-17.2K- 68.33% |
$1.77M - $2.05M
|
7.97K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-17.6K- 39.39% |
$1.81M - $2.1M
|
27.1K
$3.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 2.83% |
$1.87M - $2.16M
|
624K
$80.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-18.4K- 5.91% |
$1.89M - $2.19M
|
293K
$38M
|