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 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
36+ 0.5% |
$3.71K - $4.29K
|
7.18K
$932K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 39.08% |
$3.5K - $4.05K
|
121
$15.7K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
33+ 0.89% |
$3.4K - $3.93K
|
3.74K
$486K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 1.0% |
$3.4K - $3.93K
|
3.34K
$434K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
33+ 0.8% |
$3.4K - $3.93K
|
4.14K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
31+ 2.44% |
$3.19K - $3.69K
|
1.3K
$169K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
29+ 2.39% |
$2.99K - $3.45K
|
1.24K
$161K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
29+ 0.92% |
$2.99K - $3.45K
|
3.2K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 1.19% |
$2.99K - $3.45K
|
2.47K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
29+ 2.39% |
$2.99K - $3.45K
|
1.24K
$161K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
28New |
$2.88K - $3.33K
|
28
$3.63K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
28+ 0.87% |
$2.88K - $3.33K
|
3.26K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.31% |
$2.88K - $3.33K
|
9.19K
$1.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 0.21% |
$2.68K - $3.1K
|
12.3K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26+ 1.02% |
$2.68K - $3.1K
|
2.58K
$335K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
25+ 1.34% |
$2.57K - $2.98K
|
1.89K
$245K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.13% |
$2.57K - $2.98K
|
18.8K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.78% |
$2.37K - $2.74K
|
2.96K
$384K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22+ 0.7% |
$2.27K - $2.62K
|
3.18K
$413K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
21+ 1.03% |
$2.16K - $2.5K
|
2.06K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
21+ 0.42% |
$2.16K - $2.5K
|
5.01K
$650K
|
|
|
Feb 05, 2024
Q4 2023
|
Af Advisors, Inc.
|
BUY
|
- |
20+ 0.61% |
$2.06K - $2.38K
|
3.29K
$426K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 1.2% |
$2.06K - $2.38K
|
1.69K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
19+ 0.24% |
$1.96K - $2.26K
|
7.91K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18+ 0.58% |
$1.85K - $2.14K
|
3.11K
$404K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
18+ 0.04% |
$1.85K - $2.14K
|
48.2K
$6.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 0.26% |
$1.85K - $2.14K
|
6.99K
$907K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.42% |
$1.85K - $2.14K
|
4.34K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
17+ 0.16% |
$1.75K - $2.02K
|
10.4K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16+ 0.75% |
$1.65K - $1.9K
|
2.14K
$278K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
14+ 0.65% |
$1.44K - $1.67K
|
2.17K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13+ 0.22% |
$1.34K - $1.55K
|
6K
$778K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
13+ 0.22% |
$1.34K - $1.55K
|
5.86K
$760K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12+ 1.01% |
$1.24K - $1.43K
|
1.2K
$156K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
12+ 0.13% |
$1.24K - $1.43K
|
9.52K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 2.45% |
$1.13K - $1.31K
|
460
$59.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 0.49% |
$1.13K - $1.31K
|
2.27K
$295K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
11+ 0.49% |
$1.13K - $1.31K
|
2.25K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10+ 0.28% |
$1.03K - $1.19K
|
3.62K
$469K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 1.04% |
$1.03K - $1.19K
|
970
$126K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10+ 0.95% |
$1.03K - $1.19K
|
1.06K
$138K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
9+ 0.45% |
$927 - $1.07K
|
2.01K
$261K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 1.82% |
$927 - $1.07K
|
504
$65.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8+ 0.39% |
$824 - $952
|
2.07K
$269K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7+ 0.02% |
$721 - $833
|
31.4K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 2.43% |
$721 - $833
|
295
$38.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 2.46% |
$721 - $833
|
292
$37.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6+ 0.17% |
$618 - $714
|
3.55K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6+ 1.13% |
$618 - $714
|
539
$69.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.63% |
$515 - $595
|
803
$104K
|