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 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
49+ 5.3% |
$5.05K - $5.83K
|
974
$133K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
43+ 1.28% |
$4.43K - $5.12K
|
3.41K
$465K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
41+ 1.49% |
$4.22K - $4.88K
|
2.79K
$379K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
41New |
$4.22K - $4.88K
|
41
$5.58K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
39New |
$4.02K - $4.64K
|
39
$5.31K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
39+ 0.15% |
$4.02K - $4.64K
|
25.4K
$3.45M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
37+ 0.3% |
$3.81K - $4.41K
|
12.2K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
36+ 0.5% |
$3.71K - $4.29K
|
7.18K
$977K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36+ 0.37% |
$3.71K - $4.29K
|
9.69K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 39.08% |
$3.5K - $4.05K
|
121
$16.5K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
33+ 0.89% |
$3.4K - $3.93K
|
3.74K
$510K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
33+ 0.8% |
$3.4K - $3.93K
|
4.14K
$564K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 1.0% |
$3.4K - $3.93K
|
3.34K
$455K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
31+ 2.44% |
$3.19K - $3.69K
|
1.3K
$177K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
29+ 0.92% |
$2.99K - $3.45K
|
3.2K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 1.19% |
$2.99K - $3.45K
|
2.47K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
29+ 2.39% |
$2.99K - $3.45K
|
1.24K
$169K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
29+ 2.39% |
$2.99K - $3.45K
|
1.24K
$169K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
28New |
$2.88K - $3.33K
|
28
$3.81K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.31% |
$2.88K - $3.33K
|
9.19K
$1.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
28+ 0.87% |
$2.88K - $3.33K
|
3.26K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26+ 1.02% |
$2.68K - $3.1K
|
2.58K
$352K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 0.21% |
$2.68K - $3.1K
|
12.3K
$1.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.13% |
$2.57K - $2.98K
|
18.8K
$2.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
25+ 1.34% |
$2.57K - $2.98K
|
1.89K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.78% |
$2.37K - $2.74K
|
2.96K
$403K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22+ 0.7% |
$2.27K - $2.62K
|
3.18K
$433K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
21+ 0.42% |
$2.16K - $2.5K
|
5.01K
$682K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
21+ 1.03% |
$2.16K - $2.5K
|
2.06K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 1.2% |
$2.06K - $2.38K
|
1.69K
$230K
|
|
|
Feb 05, 2024
Q4 2023
|
Af Advisors, Inc.
|
BUY
|
- |
20+ 0.61% |
$2.06K - $2.38K
|
3.29K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
19+ 0.24% |
$1.96K - $2.26K
|
7.91K
$1.08M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
18+ 0.04% |
$1.85K - $2.14K
|
48.2K
$6.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.42% |
$1.85K - $2.14K
|
4.34K
$591K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 0.26% |
$1.85K - $2.14K
|
6.99K
$952K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18+ 0.58% |
$1.85K - $2.14K
|
3.11K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
17+ 0.16% |
$1.75K - $2.02K
|
10.4K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16+ 0.75% |
$1.65K - $1.9K
|
2.14K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
14+ 0.65% |
$1.44K - $1.67K
|
2.17K
$295K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13+ 0.22% |
$1.34K - $1.55K
|
6K
$816K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
13+ 0.22% |
$1.34K - $1.55K
|
5.86K
$797K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
12+ 0.13% |
$1.24K - $1.43K
|
9.52K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12+ 1.01% |
$1.24K - $1.43K
|
1.2K
$164K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 2.45% |
$1.13K - $1.31K
|
460
$62.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
11+ 0.49% |
$1.13K - $1.31K
|
2.25K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 0.49% |
$1.13K - $1.31K
|
2.27K
$309K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 1.04% |
$1.03K - $1.19K
|
970
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10+ 0.28% |
$1.03K - $1.19K
|
3.62K
$492K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10+ 0.95% |
$1.03K - $1.19K
|
1.06K
$145K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 1.82% |
$927 - $1.07K
|
504
$68.6K
|