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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
50+ 1.5% |
$5.53K - $6.32K
|
3.37K
$463K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50New |
$5.53K - $6.32K
|
50
$6.87K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
48+ 0.84% |
$5.31K - $6.07K
|
5.74K
$789K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
45+ 0.09% |
$4.98K - $5.69K
|
47.5K
$6.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
40+ 1.24% |
$4.43K - $5.06K
|
3.26K
$447K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
39+ 4.42% |
$4.32K - $4.93K
|
921
$126K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
38+ 0.89% |
$4.21K - $4.8K
|
4.33K
$594K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37+ 0.88% |
$4.1K - $4.68K
|
4.24K
$583K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36+ 0.24% |
$3.98K - $4.55K
|
15.3K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
35+ 1.7% |
$3.87K - $4.42K
|
2.09K
$287K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
35+ 1.18% |
$3.87K - $4.42K
|
2.99K
$411K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.36% |
$3.87K - $4.42K
|
9.89K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
35+ 0.47% |
$3.87K - $4.42K
|
7.55K
$1.04M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
34+ 0.87% |
$3.76K - $4.3K
|
3.95K
$542K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
33+ 0.71% |
$3.65K - $4.17K
|
4.68K
$643K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
29+ 0.87% |
$3.21K - $3.67K
|
3.36K
$461K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
29+ 0.5% |
$3.21K - $3.67K
|
5.86K
$805K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
27+ 1.41% |
$2.99K - $3.41K
|
1.95K
$267K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 7.86% |
$2.77K - $3.16K
|
343
$47.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
23+ 0.8% |
$2.55K - $2.91K
|
2.88K
$396K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
21+ 0.47% |
$2.32K - $2.65K
|
4.46K
$613K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
21+ 0.34% |
$2.32K - $2.65K
|
6.13K
$842K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.73% |
$2.32K - $2.65K
|
2.89K
$396K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20+ 0.91% |
$2.21K - $2.53K
|
2.22K
$304K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20+ 0.35% |
$2.21K - $2.53K
|
5.81K
$797K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.15% |
$2.1K - $2.4K
|
12.4K
$1.7M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.33% |
$1.99K - $2.27K
|
5.52K
$758K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
18+ 0.85% |
$1.99K - $2.27K
|
2.13K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 0.76% |
$1.99K - $2.27K
|
2.39K
$328K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.13% |
$1.88K - $2.15K
|
12.7K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
17+ 0.54% |
$1.88K - $2.15K
|
3.17K
$436K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
17+ 0.14% |
$1.88K - $2.15K
|
12K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 0.52% |
$1.77K - $2.02K
|
3.09K
$424K
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
16+ 0.84% |
$1.77K - $2.02K
|
1.92K
$263K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
15+ 0.62% |
$1.66K - $1.9K
|
2.43K
$334K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
15+ 0.86% |
$1.66K - $1.9K
|
1.76K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
15+ 0.49% |
$1.66K - $1.9K
|
3.09K
$425K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
15+ 0.85% |
$1.66K - $1.9K
|
1.77K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14+ 14.0% |
$1.55K - $1.77K
|
114
$15.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13+ 0.18% |
$1.44K - $1.64K
|
7.36K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.05% |
$1.33K - $1.52K
|
25.6K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.12% |
$1.33K - $1.52K
|
9.62K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
11+ 0.88% |
$1.22K - $1.39K
|
1.26K
$173K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
11+ 0.26% |
$1.22K - $1.39K
|
4.19K
$575K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10+ 0.44% |
$1.11K - $1.26K
|
2.26K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 0.58% |
$1.11K - $1.26K
|
1.73K
$237K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$1.11K - $1.26K
|
5.72K
$785K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
10+ 0.24% |
$1.11K - $1.26K
|
4.2K
$577K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10+ 0.04% |
$1.11K - $1.26K
|
24.2K
$3.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
9+ 0.29% |
$996 - $1.14K
|
3.16K
$434K
|