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 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
106+ 1.71% |
$10.9K - $12.6K
|
6.31K
$819K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
101+ 2.97% |
$10.4K - $12K
|
3.51K
$455K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$10.3K - $11.9K
|
100
$13K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
99+ 2.31% |
$10.2K - $11.8K
|
4.38K
$568K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
98+ 3.07% |
$10.1K - $11.7K
|
3.29K
$426K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
96+ 0.5% |
$9.89K - $11.4K
|
19.4K
$2.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
96+ 3.93% |
$9.89K - $11.4K
|
2.54K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
95+ 4.56% |
$9.78K - $11.3K
|
2.18K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
90+ 0.08% |
$9.27K - $10.7K
|
116K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
90New |
$9.27K - $10.7K
|
90
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
89+ 4.76% |
$9.16K - $10.6K
|
1.96K
$254K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
88+ 2.05% |
$9.06K - $10.5K
|
4.38K
$568K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
85+ 0.85% |
$8.75K - $10.1K
|
10.1K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
85+ 2.02% |
$8.75K - $10.1K
|
4.29K
$557K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
81+ 0.72% |
$8.34K - $9.64K
|
11.3K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
80+ 1.03% |
$8.24K - $9.52K
|
7.83K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
79+ 1.15% |
$8.13K - $9.41K
|
6.95K
$902K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
75+ 1.59% |
$7.72K - $8.93K
|
4.79K
$621K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
72+ 2.26% |
$7.41K - $8.57K
|
3.25K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
69+ 0.56% |
$7.1K - $8.22K
|
12.4K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
69+ 1.55% |
$7.1K - $8.22K
|
4.52K
$586K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
69+ 1.36% |
$7.1K - $8.22K
|
5.16K
$669K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
69+ 2.47% |
$7.1K - $8.22K
|
2.86K
$371K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
69+ 2.42% |
$7.1K - $8.22K
|
2.92K
$378K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
65+ 2.43% |
$6.69K - $7.74K
|
2.74K
$355K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
65+ 0.4% |
$6.69K - $7.74K
|
16.2K
$2.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
64+ 2.22% |
$6.59K - $7.62K
|
2.94K
$382K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
63New |
$6.49K - $7.5K
|
63
$8.17K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
62+ 1.53% |
$6.38K - $7.38K
|
4.12K
$535K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
61New |
$6.28K - $7.26K
|
61
$7.91K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
60+ 0.29% |
$6.18K - $7.14K
|
20.9K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
58+ 2.0% |
$5.97K - $6.91K
|
2.96K
$384K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
57New |
$5.87K - $6.79K
|
57
$7.39K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
56+ 1.44% |
$5.77K - $6.67K
|
3.95K
$513K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
56+ 0.26% |
$5.77K - $6.67K
|
21.6K
$2.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
55+ 2.21% |
$5.66K - $6.55K
|
2.54K
$330K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
55+ 70.51% |
$5.66K - $6.55K
|
133
$17.3K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
54+ 0.08% |
$5.56K - $6.43K
|
69.5K
$9.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
51+ 2.38% |
$5.25K - $6.07K
|
2.19K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
50+ 0.59% |
$5.15K - $5.95K
|
8.5K
$1.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
50+ 0.3% |
$5.15K - $5.95K
|
16.5K
$2.14M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
50New |
$5.15K - $5.95K
|
50
$6.48K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
49+ 5.3% |
$5.05K - $5.83K
|
974
$126K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
43+ 1.28% |
$4.43K - $5.12K
|
3.41K
$443K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
41New |
$4.22K - $4.88K
|
41
$5.32K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
41+ 1.49% |
$4.22K - $4.88K
|
2.79K
$362K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
39New |
$4.02K - $4.64K
|
39
$5.06K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
39+ 0.15% |
$4.02K - $4.64K
|
25.4K
$3.29M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
37+ 0.3% |
$3.81K - $4.41K
|
12.2K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36+ 0.37% |
$3.71K - $4.29K
|
9.69K
$1.26M
|