Purchases and Sales Made in Q1 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-13- 0.47% |
$1.44K - $1.64K
|
2.78K
$380K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-14- 1.09% |
$1.55K - $1.77K
|
1.27K
$173K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-17- 0.14% |
$1.88K - $2.15K
|
11.8K
$1.62M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-17- 0.43% |
$1.88K - $2.15K
|
3.89K
$532K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 1.13% |
$1.88K - $2.15K
|
1.49K
$204K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-17- 0.19% |
$1.88K - $2.15K
|
8.97K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-19- 0.28% |
$2.1K - $2.4K
|
6.68K
$913K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 1.09% |
$2.21K - $2.53K
|
1.81K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-22- 0.23% |
$2.43K - $2.78K
|
9.63K
$1.32M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-24- 0.25% |
$2.66K - $3.03K
|
9.69K
$1.32M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 0.56% |
$2.77K - $3.16K
|
4.47K
$610K
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-25- 2.33% |
$2.77K - $3.16K
|
1.05K
$144K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-25- 1.22% |
$2.77K - $3.16K
|
2.02K
$276K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-26- 1.31% |
$2.88K - $3.29K
|
1.96K
$268K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-28- 0.07% |
$3.1K - $3.54K
|
40.1K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-29- 0.64% |
$3.21K - $3.67K
|
4.49K
$614K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-30- 0.1% |
$3.32K - $3.79K
|
29.3K
$4.01M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-32- 0.63% |
$3.54K - $4.04K
|
5.04K
$689K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-32- 0.38% |
$3.54K - $4.04K
|
8.37K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-32- 1.63% |
$3.54K - $4.04K
|
1.93K
$263K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-34- 0.4% |
$3.76K - $4.3K
|
8.51K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-34- 3.83% |
$3.76K - $4.3K
|
854
$117K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-35- 1.67% |
$3.87K - $4.42K
|
2.06K
$281K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-37- 1.4% |
$4.1K - $4.68K
|
2.6K
$355K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-40- 1.33% |
$4.43K - $5.06K
|
2.98K
$407K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-46- 2.12% |
$5.09K - $5.81K
|
2.12K
$290K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-49- 0.29% |
$5.42K - $6.19K
|
16.9K
$2.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-50- 0.19% |
$5.53K - $6.32K
|
26.2K
$3.58M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-50- 0.15% |
$5.53K - $6.32K
|
32.7K
$4.47M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-51- 1.41% |
$5.64K - $6.45K
|
3.58K
$489K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-54- 1.5% |
$5.98K - $6.82K
|
3.55K
$485K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-54- 0.3% |
$5.98K - $6.82K
|
17.8K
$2.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-55- 0.64% |
$6.09K - $6.95K
|
8.54K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-55- 2.94% |
$6.09K - $6.95K
|
1.82K
$248K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-55- 5.93% |
$6.09K - $6.95K
|
873
$119K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-62- 0.82% |
$6.86K - $7.84K
|
7.46K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-66- 2.27% |
$7.3K - $8.34K
|
2.84K
$388K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-68- 0.59% |
$7.53K - $8.59K
|
11.5K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-68- 0.42% |
$7.53K - $8.59K
|
16.1K
$2.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-69- 0.69% |
$7.64K - $8.72K
|
10K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-70- 1.08% |
$7.75K - $8.85K
|
6.43K
$879K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-73- 3.76% |
$8.08K - $9.23K
|
1.87K
$256K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-74- 0.22% |
$8.19K - $9.35K
|
33.2K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-74- 0.22% |
$8.19K - $9.35K
|
32.9K
$4.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-75- 2.81% |
$8.3K - $9.48K
|
2.6K
$355K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-76- 0.47% |
$8.41K - $9.6K
|
16.2K
$2.22M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 30.71% |
$8.63K - $9.86K
|
176
$24.1K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-78- 1.12% |
$8.63K - $9.86K
|
6.86K
$938K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-80- 2.1% |
$8.85K - $10.1K
|
3.74K
$511K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-80- 3.54% |
$8.85K - $10.1K
|
2.18K
$298K
|