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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
209+ 3.29% |
$24.2K - $26.3K
|
6.56K
$901K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
209+ 11.9% |
$24.2K - $26.3K
|
1.97K
$270K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
205+ 12.83% |
$23.7K - $25.8K
|
1.8K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
204+ 3.48% |
$23.6K - $25.7K
|
6.07K
$833K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
202+ 0.46% |
$23.4K - $25.4K
|
44.6K
$6.12M
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
200+ 1.18% |
$23.1K - $25.2K
|
17.2K
$2.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
196+ 1.89% |
$22.7K - $24.6K
|
10.6K
$1.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
187+ 17.03% |
$21.6K - $23.5K
|
1.29K
$176K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
180+ 1.27% |
$20.8K - $22.6K
|
14.3K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
176+ 5.65% |
$20.4K - $22.1K
|
3.29K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
163+ 2.23% |
$18.9K - $20.5K
|
7.48K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
152+ 2.73% |
$17.6K - $19.1K
|
5.73K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
137+ 6.0% |
$15.9K - $17.2K
|
2.42K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
134+ 7.23% |
$15.5K - $16.9K
|
1.99K
$273K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
124+ 0.5% |
$14.4K - $15.6K
|
24.8K
$3.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
120+ 107.14% |
$13.9K - $15.1K
|
232
$31.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
115+ 1.7% |
$13.3K - $14.5K
|
6.87K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
100+ 4.17% |
$11.6K - $12.6K
|
2.5K
$343K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
100New |
$11.6K - $12.6K
|
100
$13.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
100+ 3.01% |
$11.6K - $12.6K
|
3.43K
$470K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
97+ 0.24% |
$11.2K - $12.2K
|
39.8K
$5.47M
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
93+ 0.53% |
$10.8K - $11.7K
|
17.8K
$2.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
92+ 0.93% |
$10.6K - $11.6K
|
10K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
85+ 1.6% |
$9.84K - $10.7K
|
5.39K
$740K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
84+ 1.39% |
$9.72K - $10.6K
|
6.14K
$843K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
75+ 2.76% |
$8.68K - $9.43K
|
2.79K
$384K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75New |
$8.68K - $9.43K
|
75
$10.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
75+ 2.32% |
$8.68K - $9.43K
|
3.31K
$455K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
69+ 0.61% |
$7.99K - $8.68K
|
11.4K
$1.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
67+ 1.23% |
$7.75K - $8.43K
|
5.51K
$757K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
67+ 0.38% |
$7.75K - $8.43K
|
17.6K
$2.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
64+ 5.2% |
$7.41K - $8.05K
|
1.3K
$178K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
63+ 1.99% |
$7.29K - $7.92K
|
3.23K
$443K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
62+ 1.98% |
$7.18K - $7.8K
|
3.19K
$438K
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
58+ 1.29% |
$6.71K - $7.29K
|
4.56K
$626K
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
53+ 0.76% |
$6.13K - $6.66K
|
6.99K
$959K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
51+ 2.94% |
$5.9K - $6.41K
|
1.79K
$245K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
51+ 1.12% |
$5.9K - $6.41K
|
4.62K
$634K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 0.75% |
$5.79K - $6.29K
|
6.67K
$916K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
49+ 0.73% |
$5.67K - $6.16K
|
6.74K
$925K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
48+ 2.82% |
$5.56K - $6.04K
|
1.75K
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
48New |
$5.56K - $6.04K
|
48
$6.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
48+ 0.15% |
$5.56K - $6.04K
|
31.6K
$4.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
47+ 0.6% |
$5.44K - $5.91K
|
7.85K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
47+ 2.6% |
$5.44K - $5.91K
|
1.86K
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
46+ 0.18% |
$5.32K - $5.78K
|
25.1K
$3.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
45+ 2.06% |
$5.21K - $5.66K
|
2.23K
$306K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
44+ 1.8% |
$5.09K - $5.53K
|
2.49K
$342K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
42+ 1.44% |
$4.86K - $5.28K
|
2.96K
$407K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
42+ 0.27% |
$4.86K - $5.28K
|
15.3K
$2.11M
|