Purchases and Sales Made in Q2 2023 in Ishares Emerging Markets Divid (DVYE)
This table provides information about the institutional ownership of Ishares Emerging Markets Divid (DVYE) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES EMERGING MARKETS DIVID.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
159+ 1.13% |
$3.8K - $4.06K
|
14.3K
$389K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
81New |
$1.94K - $2.07K
|
81
$2.21K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76+ 0.72% |
$1.82K - $1.94K
|
10.6K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
58+ 1.59% |
$1.39K - $1.48K
|
3.7K
$101K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 1.18% |
$838 - $895
|
3K
$81.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
11+ 0.15% |
$263 - $281
|
7.33K
$200K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
9+ 3.75% |
$215 - $230
|
249
$6.78K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 1.99% |
$71.8 - $76.7
|
154
$4.19K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.16% |
$47.9 - $51.1
|
1.24K
$33.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 12.5% |
$23.9 - $25.6
|
9
$245
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-42- 1.88% |
$1.01K - $1.07K
|
2.19K
$59.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-57- 6.95% |
$1.36K - $1.46K
|
763
$20.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-90- 0.35% |
$2.15K - $2.3K
|
25.3K
$689K
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-100- 0.56% |
$2.39K - $2.56K
|
17.8K
$484K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-115- 0.82% |
$2.75K - $2.94K
|
13.9K
$378K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-233- 1.96% |
$5.58K - $5.96K
|
11.6K
$317K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-326- 1.13% |
$7.8K - $8.33K
|
28.6K
$778K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-590- 8.97% |
$14.1K - $15.1K
|
5.99K
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-630- 0.12% |
$15.1K - $16.1K
|
510K
$13.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-641- 5.02% |
$15.3K - $16.4K
|
12.1K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-654- 4.22% |
$15.7K - $16.7K
|
14.9K
$405K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-658- 7.02% |
$15.7K - $16.8K
|
8.71K
$237K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-918- 4.74% |
$22K - $23.5K
|
18.4K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.01K- 1.5% |
$24.2K - $25.8K
|
66.2K
$1.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.21K- 0.69% |
$28.9K - $30.9K
|
175K
$4.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.36K- 23.15% |
$32.5K - $34.7K
|
4.51K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.37K- 10.86% |
$32.8K - $35K
|
11.2K
$306K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.49K- 6.61% |
$35.6K - $38K
|
21K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.7K- 6.46% |
$40.7K - $43.4K
|
24.6K
$670K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.91K- 1.7% |
$45.8K - $48.9K
|
111K
$3.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.05K- 47.46% |
$48.9K - $52.3K
|
2.26K
$61.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-2.74K- 14.57% |
$65.7K - $70.1K
|
16.1K
$438K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.81K- 70.7% |
$67.3K - $71.9K
|
1.17K
$31.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.85K- 12.61% |
$68.2K - $72.8K
|
19.8K
$538K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.88K- 1.26% |
$92.9K - $99.2K
|
305K
$8.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.61K- 15.35% |
$110K - $118K
|
25.4K
$693K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.81K- 35.86% |
$115K - $123K
|
8.6K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.14K- 0.59% |
$123K - $131K
|
869K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.39K- 20.63% |
$129K - $138K
|
20.7K
$565K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-7.52K- 40.63% |
$180K - $192K
|
11K
$299K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.04K- 31.65% |
$192K - $206K
|
17.4K
$473K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-9.12K- 3.52% |
$218K - $233K
|
250K
$6.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-14.3K- 11.47% |
$342K - $366K
|
110K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.6K- 50.33% |
$422K - $450K
|
17.4K
$474K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.8K- 25.72% |
$497K - $531K
|
60K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.3K- 47.6% |
$580K - $620K
|
26.7K
$727K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-33.9K- 5.81% |
$812K - $867K
|
551K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.5K- 15.75% |
$898K - $959K
|
201K
$5.47M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-62.1K- 90.12% |
$1.49M - $1.59M
|
6.81K
$185K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-76.7K- 8.06% |
$1.83M - $1.96M
|
875K
$23.8M
|