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 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.94K+ 2.19% |
$199K - $230K
|
90.1K
$11.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.94K+ 14.45% |
$199K - $230K
|
15.3K
$1.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.93K+ 12.41% |
$199K - $230K
|
17.5K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.92KNew |
$198K - $229K
|
1.92K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.92KNew |
$197K - $228K
|
1.92K
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.88KNew |
$194K - $224K
|
1.88K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.87KNew |
$192K - $222K
|
1.87K
$242K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.86KNew |
$191K - $221K
|
1.86K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.84KNew |
$190K - $219K
|
1.84K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.84K+ 5.62% |
$189K - $219K
|
34.5K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.83K+ 3.92% |
$189K - $218K
|
48.5K
$6.3M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.83K+ 43.82% |
$188K - $217K
|
5.99K
$777K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
1.82KNew |
$187K - $216K
|
1.82K
$236K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$185K - $214K
|
1.8K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.79K+ 38.22% |
$185K - $214K
|
6.49K
$841K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$184K - $213K
|
1.79K
$232K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.79K+ 40.45% |
$184K - $213K
|
6.22K
$806K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.78KNew |
$184K - $212K
|
1.78K
$231K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.78K+ 5241.18% |
$183K - $212K
|
1.82K
$236K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.77KNew |
$182K - $211K
|
1.77K
$230K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.77KNew |
$182K - $210K
|
1.77K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.77KNew |
$182K - $210K
|
1.77K
$229K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.76KNew |
$181K - $210K
|
1.76K
$228K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.75KNew |
$180K - $208K
|
1.75K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.75KNew |
$180K - $208K
|
1.75K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.74KNew |
$179K - $207K
|
1.74K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.74KNew |
$179K - $207K
|
1.74K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.73KNew |
$179K - $206K
|
1.73K
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.73KNew |
$178K - $206K
|
1.73K
$225K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.73KNew |
$178K - $205K
|
1.73K
$224K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.73KNew |
$178K - $205K
|
1.73K
$224K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
1.72K+ 24.35% |
$177K - $205K
|
8.79K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.71KNew |
$176K - $204K
|
1.71K
$222K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.71KNew |
$176K - $204K
|
1.71K
$222K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.71KNew |
$176K - $204K
|
1.71K
$222K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
1.71KNew |
$176K - $204K
|
1.71K
$222K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.71KNew |
$176K - $203K
|
1.71K
$222K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.51K+ 2.02% |
$155K - $179K
|
75.9K
$9.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.5K+ 18.93% |
$154K - $178K
|
9.41K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.42K+ 10.3% |
$146K - $169K
|
15.2K
$1.97M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.4K+ 34.46% |
$144K - $167K
|
5.47K
$710K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
1.38K+ 31.79% |
$142K - $164K
|
5.71K
$740K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.35K+ 10.67% |
$139K - $160K
|
14K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.34K+ 48.69% |
$137K - $159K
|
4.08K
$529K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 25.52% |
$135K - $156K
|
6.46K
$838K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.28K+ 20.05% |
$132K - $152K
|
7.65K
$993K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.26K+ 5.59% |
$130K - $150K
|
23.8K
$3.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 1.36% |
$128K - $148K
|
93.1K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.25K+ 44.7% |
$128K - $148K
|
4.03K
$523K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.22KNew |
$126K - $145K
|
1.22K
$158K
|