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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.79% |
$2.17K - $2.39K
|
2.54K
$349K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 0.25% |
$2.17K - $2.39K
|
8.07K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
20+ 0.16% |
$2.17K - $2.39K
|
12.4K
$1.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
20+ 0.12% |
$2.17K - $2.39K
|
16.2K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
20+ 0.7% |
$2.17K - $2.39K
|
2.86K
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
20+ 0.03% |
$2.17K - $2.39K
|
63.5K
$8.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
19+ 0.47% |
$2.06K - $2.27K
|
4.06K
$558K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
19+ 0.04% |
$2.06K - $2.27K
|
44.5K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19+ 0.17% |
$2.06K - $2.27K
|
11.5K
$1.58M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
19+ 0.72% |
$2.06K - $2.27K
|
2.67K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.59% |
$1.84K - $2.03K
|
2.9K
$399K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
17+ 0.19% |
$1.84K - $2.03K
|
9.14K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
16+ 0.2% |
$1.74K - $1.91K
|
7.89K
$1.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
16+ 0.75% |
$1.74K - $1.91K
|
2.14K
$294K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
16+ 0.41% |
$1.74K - $1.91K
|
3.9K
$535K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
15+ 1.67% |
$1.63K - $1.79K
|
915
$126K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.53% |
$1.52K - $1.67K
|
2.67K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
14+ 0.03% |
$1.52K - $1.67K
|
51.4K
$7.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.29% |
$1.52K - $1.67K
|
4.8K
$659K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.11% |
$1.52K - $1.67K
|
12.7K
$1.74M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
13+ 0.73% |
$1.41K - $1.55K
|
1.79K
$245K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
13+ 1.41% |
$1.41K - $1.55K
|
934
$128K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
13+ 0.74% |
$1.41K - $1.55K
|
1.77K
$243K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.45% |
$1.3K - $1.43K
|
2.65K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.39% |
$1.3K - $1.43K
|
3.1K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.49% |
$1.3K - $1.43K
|
2.47K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
12+ 0.39% |
$1.3K - $1.43K
|
3.11K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12+ 0.07% |
$1.3K - $1.43K
|
16.9K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
11+ 0.45% |
$1.19K - $1.31K
|
2.44K
$335K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 0.92% |
$1.19K - $1.31K
|
1.2K
$165K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10+ 0.79% |
$1.09K - $1.19K
|
1.27K
$175K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10+ 0.31% |
$1.09K - $1.19K
|
3.26K
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
10+ 0.2% |
$1.09K - $1.19K
|
5.07K
$697K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
9+ 0.75% |
$977 - $1.07K
|
1.21K
$167K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.03% |
$868 - $954
|
24.3K
$3.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8+ 0.79% |
$868 - $954
|
1.02K
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
8+ 0.43% |
$868 - $954
|
1.88K
$258K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
7+ 0.27% |
$760 - $835
|
2.61K
$358K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 0.07% |
$651 - $716
|
8.25K
$1.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.7% |
$651 - $716
|
862
$118K
|
|
|
Aug 18, 2023
Q2 2023
|
Af Advisors, Inc.
|
BUY
|
- |
6+ 0.18% |
$651 - $716
|
3.27K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$543 - $596
|
3.2K
$439K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 1.44% |
$543 - $596
|
353
$48.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.03% |
$543 - $596
|
16K
$2.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.77% |
$543 - $596
|
652
$89.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5+ 0.12% |
$543 - $596
|
4.21K
$578K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$543 - $596
|
12K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$543 - $596
|
4.21K
$578K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.18% |
$434 - $477
|
2.29K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.19% |
$434 - $477
|
2.13K
$292K
|