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 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
262+ 4.69% |
$27K - $31.2K
|
5.85K
$758K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
254+ 10.82% |
$26.2K - $30.2K
|
2.6K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
240+ 47.52% |
$24.7K - $28.6K
|
745
$96.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
235+ 0.4% |
$24.2K - $28K
|
59.2K
$7.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
234New |
$24.1K - $27.9K
|
234
$30.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
230+ 1.61% |
$23.7K - $27.4K
|
14.5K
$1.88M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
229+ 5.03% |
$23.6K - $27.3K
|
4.78K
$620K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
228+ 13.47% |
$23.5K - $27.1K
|
1.92K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
209+ 2.34% |
$21.5K - $24.9K
|
9.13K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
207New |
$21.3K - $24.6K
|
207
$26.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
206+ 6.12% |
$21.2K - $24.5K
|
3.57K
$463K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
205+ 1.27% |
$21.1K - $24.4K
|
16.4K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
200New |
$20.6K - $23.8K
|
200
$25.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200+ 14.05% |
$20.6K - $23.8K
|
1.62K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
197+ 0.52% |
$20.3K - $23.5K
|
37.8K
$4.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
193New |
$19.9K - $23K
|
193
$25K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
190+ 4.0% |
$19.6K - $22.6K
|
4.94K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
190+ 5.4% |
$19.6K - $22.6K
|
3.71K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
189New |
$19.5K - $22.5K
|
189
$24.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
187+ 4.39% |
$19.3K - $22.3K
|
4.45K
$577K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
186+ 0.99% |
$19.2K - $22.1K
|
19K
$2.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
186+ 91.18% |
$19.2K - $22.1K
|
390
$50.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
185+ 1.15% |
$19K - $22K
|
16.3K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
180New |
$18.5K - $21.4K
|
180
$23.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
170New |
$17.5K - $20.2K
|
170
$22K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
169+ 19.12% |
$17.4K - $20.1K
|
1.05K
$137K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
164+ 2.87% |
$16.9K - $19.5K
|
5.88K
$762K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
163+ 1.09% |
$16.8K - $19.4K
|
15.1K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
156New |
$16.1K - $18.6K
|
156
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
156+ 2.11% |
$16.1K - $18.6K
|
7.55K
$979K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
156+ 2.11% |
$16.1K - $18.6K
|
7.55K
$979K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
156New |
$16.1K - $18.6K
|
156
$20.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
154+ 6.38% |
$15.9K - $18.3K
|
2.57K
$333K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
152+ 0.02% |
$15.7K - $18.1K
|
681K
$88.4M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
143New |
$14.7K - $17K
|
143
$18.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
142+ 4.57% |
$14.6K - $16.9K
|
3.25K
$421K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
137New |
$14.1K - $16.3K
|
137
$17.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
133+ 5.09% |
$13.7K - $15.8K
|
2.74K
$356K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
133+ 1.68% |
$13.7K - $15.8K
|
8.07K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
132+ 2.38% |
$13.6K - $15.7K
|
5.68K
$736K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
129+ 1.56% |
$13.3K - $15.4K
|
8.4K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
129+ 2.04% |
$13.3K - $15.4K
|
6.45K
$836K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
126+ 0.69% |
$13K - $15K
|
18.3K
$2.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
121+ 1.11% |
$12.5K - $14.4K
|
11K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
120+ 2.13% |
$12.4K - $14.3K
|
5.75K
$746K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
118+ 4.08% |
$12.2K - $14K
|
3.01K
$391K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
118+ 5.97% |
$12.2K - $14K
|
2.1K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
117New |
$12K - $13.9K
|
117
$15.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
107+ 1.83% |
$11K - $12.7K
|
5.97K
$774K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
107+ 4.35% |
$11K - $12.7K
|
2.57K
$333K
|