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 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
573+ 3.22% |
$59K - $68.2K
|
18.4K
$2.38M
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
572New |
$58.9K - $68.1K
|
572
$74.2K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
553New |
$56.9K - $65.8K
|
553
$71.7K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
552New |
$56.8K - $65.7K
|
552
$71.6K
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
545+ 1.8% |
$56.1K - $64.9K
|
30.8K
$3.99M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
540+ 11.84% |
$55.6K - $64.3K
|
5.1K
$662K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
540+ 13.4% |
$55.6K - $64.3K
|
4.57K
$593K
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
537+ 9.24% |
$55.3K - $63.9K
|
6.35K
$823K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
533+ 3.59% |
$54.9K - $63.5K
|
15.4K
$2M
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
505+ 22.46% |
$52K - $60.1K
|
2.75K
$357K
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
503+ 7.23% |
$51.8K - $59.9K
|
7.46K
$967K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
503+ 1.69% |
$51.8K - $59.9K
|
30.2K
$3.92M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
501New |
$51.6K - $59.6K
|
501
$65K
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
500+ 17.89% |
$51.5K - $59.5K
|
3.3K
$427K
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
497New |
$51.2K - $59.2K
|
497
$64.5K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
497+ 0.87% |
$51.2K - $59.2K
|
57.4K
$7.45M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
490New |
$50.5K - $58.3K
|
490
$63.6K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
487New |
$50.1K - $58K
|
487
$63.2K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
484+ 4.39% |
$49.8K - $57.6K
|
11.5K
$1.49M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
443+ 2.32% |
$45.6K - $52.7K
|
19.5K
$2.53M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
437+ 4.7% |
$45K - $52K
|
9.73K
$1.26M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
435+ 6.9% |
$44.8K - $51.8K
|
6.74K
$874K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
431+ 6.57% |
$44.4K - $51.3K
|
6.99K
$907K
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
430+ 3.54% |
$44.3K - $51.2K
|
12.6K
$1.63M
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
419New |
$43.1K - $49.9K
|
419
$54.3K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
401New |
$41.3K - $47.7K
|
401
$52K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
391+ 6.2% |
$40.3K - $46.6K
|
6.7K
$869K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
386+ 128.67% |
$39.7K - $46K
|
686
$89K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
373+ 6.4% |
$38.4K - $44.4K
|
6.2K
$804K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
363+ 3.54% |
$37.4K - $43.2K
|
10.6K
$1.38M
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
362+ 10.24% |
$37.3K - $43.1K
|
3.9K
$505K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
355+ 1.78% |
$36.6K - $42.3K
|
20.3K
$2.63M
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
354+ 2.27% |
$36.5K - $42.1K
|
15.9K
$2.07M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
353+ 0.58% |
$36.3K - $42K
|
61.3K
$7.94M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
351+ 11.03% |
$36.1K - $41.8K
|
3.53K
$458K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
347+ 6.03% |
$35.7K - $41.3K
|
6.1K
$791K
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
334+ 1.63% |
$34.4K - $39.8K
|
20.8K
$2.7M
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
333+ 1.97% |
$34.3K - $39.6K
|
17.2K
$2.23M
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
321+ 1.43% |
$33.1K - $38.2K
|
22.8K
$2.96M
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
317+ 0.84% |
$32.6K - $37.7K
|
38.3K
$4.96M
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
316+ 15.78% |
$32.5K - $37.6K
|
2.32K
$301K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
315+ 2.09% |
$32.4K - $37.5K
|
15.4K
$1.99M
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
309+ 13.14% |
$31.8K - $36.8K
|
2.66K
$345K
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
306+ 0.98% |
$31.5K - $36.4K
|
31.4K
$4.08M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
306+ 5.66% |
$31.5K - $36.4K
|
5.71K
$741K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
304New |
$31.3K - $36.2K
|
304
$39.4K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
300+ 3.3% |
$30.9K - $35.7K
|
9.4K
$1.22M
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
296+ 0.71% |
$30.5K - $35.2K
|
42.2K
$5.47M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
291+ 2.21% |
$30K - $34.6K
|
13.5K
$1.75M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
269+ 0.95% |
$27.7K - $32K
|
28.7K
$3.72M
|