Purchases and Sales Made in Q2 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-93- 20.81% |
$10.1K - $11.1K
|
354
$48.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-95- 2.08% |
$10.3K - $11.3K
|
4.47K
$610K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-95- 0.62% |
$10.3K - $11.3K
|
15.2K
$2.08M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-95- 0.62% |
$10.3K - $11.3K
|
15.2K
$2.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-96- 5.56% |
$10.4K - $11.4K
|
1.63K
$223K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-96- 4.38% |
$10.4K - $11.4K
|
2.09K
$286K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-97- 0.25% |
$10.5K - $11.6K
|
39.2K
$5.36M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-97- 3.81% |
$10.5K - $11.6K
|
2.45K
$334K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-99- 2.05% |
$10.7K - $11.8K
|
4.73K
$646K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 5.06% |
$10.9K - $11.9K
|
1.88K
$256K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 0.74% |
$10.9K - $11.9K
|
13.5K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-100- 4.35% |
$10.9K - $11.9K
|
2.2K
$301K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-102- 4.37% |
$11.1K - $12.2K
|
2.23K
$305K
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-102- 0.59% |
$11.1K - $12.2K
|
17.3K
$2.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-106- 1.59% |
$11.5K - $12.6K
|
6.58K
$899K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-106- 4.72% |
$11.5K - $12.6K
|
2.14K
$293K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-106- 30.2% |
$11.5K - $12.6K
|
245
$33.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-106- 0.63% |
$11.5K - $12.6K
|
16.8K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-107- 0.38% |
$11.6K - $12.8K
|
28.3K
$3.86M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-110- 73.83% |
$11.9K - $13.1K
|
39
$5.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-110- 0.7% |
$11.9K - $13.1K
|
15.6K
$2.13M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-110- 73.83% |
$11.9K - $13.1K
|
39
$5.33K
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.9% |
$12.3K - $13.5K
|
12.5K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-118- 0.17% |
$12.8K - $14.1K
|
69K
$9.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-120- 2.54% |
$13K - $14.3K
|
4.6K
$629K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-123- 0.03% |
$13.3K - $14.7K
|
408K
$55.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-123- 0.04% |
$13.3K - $14.7K
|
342K
$46.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-123- 1.42% |
$13.3K - $14.7K
|
8.55K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-124- 2.76% |
$13.5K - $14.8K
|
4.37K
$597K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-124- 2.02% |
$13.5K - $14.8K
|
6.01K
$821K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-125- 0.57% |
$13.6K - $14.9K
|
21.9K
$3M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 4.05% |
$13.6K - $14.9K
|
2.96K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-127- 2.23% |
$13.8K - $15.1K
|
5.58K
$762K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-127- 4.58% |
$13.8K - $15.1K
|
2.65K
$362K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-128- 3.32% |
$13.9K - $15.3K
|
3.73K
$510K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-130- 0.77% |
$14.1K - $15.5K
|
16.7K
$2.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-135- 2.55% |
$14.6K - $16.1K
|
5.15K
$704K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-135- 3.06% |
$14.6K - $16.1K
|
4.28K
$585K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-136- 1.4% |
$14.8K - $16.2K
|
9.55K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-137- 2.05% |
$14.9K - $16.3K
|
6.54K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-138- 1.4% |
$15K - $16.5K
|
9.74K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-139- 7.11% |
$15.1K - $16.6K
|
1.82K
$248K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-140- 0.67% |
$15.2K - $16.7K
|
20.9K
$2.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-144- 2.44% |
$15.6K - $17.2K
|
5.76K
$787K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-145- 1.01% |
$15.7K - $17.3K
|
14.3K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-146- 0.35% |
$15.8K - $17.4K
|
42.2K
$5.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-148- 0.6% |
$16.1K - $17.7K
|
24.4K
$3.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-150- 1.57% |
$16.3K - $17.9K
|
9.43K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-150- 0.96% |
$16.3K - $17.9K
|
15.5K
$2.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-150- 12.5% |
$16.3K - $17.9K
|
1.05K
$144K
|