Purchases and Sales Made in Q2 2024 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 2024. 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 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-368- 0.7% |
$42.6K - $46.3K
|
52K
$7.11M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-373- 6.81% |
$43.2K - $46.9K
|
5.1K
$697K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-373- 5.75% |
$43.2K - $46.9K
|
6.12K
$836K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-379- 41.6% |
$43.9K - $47.7K
|
532
$72.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-385- 3.68% |
$44.6K - $48.4K
|
10.1K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-391- 7.3% |
$45.3K - $49.2K
|
4.97K
$679K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 5.0% |
$46.3K - $50.3K
|
7.6K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-406- 16.95% |
$47K - $51.1K
|
1.99K
$272K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-412- 5.67% |
$47.7K - $51.8K
|
6.86K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-415- 3.39% |
$48K - $52.2K
|
11.8K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-416- 2.01% |
$48.1K - $52.3K
|
20.3K
$2.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-430- 18.88% |
$49.8K - $54.1K
|
1.85K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-432- 3.8% |
$50K - $54.3K
|
10.9K
$1.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-432- 0.67% |
$50K - $54.3K
|
64.4K
$8.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-434- 8.84% |
$50.2K - $54.6K
|
4.48K
$612K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-442- 4.45% |
$51.2K - $55.6K
|
9.5K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-442- 2.62% |
$51.2K - $55.6K
|
16.4K
$2.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-445- 16.37% |
$51.5K - $56K
|
2.27K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-446- 15.22% |
$51.6K - $56.1K
|
2.48K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-456- 4.29% |
$52.8K - $57.3K
|
10.2K
$1.39M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-461- 2.93% |
$53.4K - $58K
|
15.3K
$2.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-466- 4.4% |
$53.9K - $58.6K
|
10.1K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-469- 12.37% |
$54.3K - $59K
|
3.32K
$454K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-470- 65.73% |
$54.4K - $59.1K
|
245
$33.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-481- 2.62% |
$55.7K - $60.5K
|
17.9K
$2.45M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-485- 2.05% |
$56.1K - $61K
|
23.1K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-488- 5.74% |
$56.5K - $61.4K
|
8.01K
$1.09M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-489- 7.14% |
$56.6K - $61.5K
|
6.36K
$869K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-498- 5.22% |
$57.6K - $62.6K
|
9.04K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-500- 15.58% |
$57.9K - $62.9K
|
2.71K
$370K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-500- 9.45% |
$57.9K - $62.9K
|
4.79K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-500- 7.99% |
$57.9K - $62.9K
|
5.76K
$787K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-500- 4.81% |
$57.9K - $62.9K
|
9.89K
$1.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-503- 2.11% |
$58.2K - $63.3K
|
23.4K
$3.19M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-506- 14.68% |
$58.6K - $63.6K
|
2.94K
$402K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-517- 9.49% |
$59.8K - $65K
|
4.93K
$674K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-517- 14.46% |
$59.8K - $65K
|
3.06K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-526- 9.79% |
$60.9K - $66.1K
|
4.85K
$662K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-530- 1.85% |
$61.3K - $66.6K
|
28.2K
$3.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-533- 33.33% |
$61.7K - $67K
|
1.07K
$146K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-542- 9.32% |
$62.7K - $68.2K
|
5.27K
$720K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-547- 4.13% |
$63.3K - $68.8K
|
12.7K
$1.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-551- 1.89% |
$63.8K - $69.3K
|
28.6K
$3.92M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-561- 6.64% |
$64.9K - $70.5K
|
7.89K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-561- 6.64% |
$64.9K - $70.5K
|
7.89K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-563- 2.42% |
$65.2K - $70.8K
|
22.7K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-577- 22.18% |
$66.8K - $72.6K
|
2.02K
$277K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-577- 22.18% |
$66.8K - $72.6K
|
2.02K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-600- 9.65% |
$69.4K - $75.5K
|
5.62K
$768K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-600- 13.95% |
$69.4K - $75.5K
|
3.7K
$506K
|