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
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.7% |
$116 - $126
|
143
$19.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.43% |
$116 - $126
|
71
$9.75K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$116 - $126
|
1.94K
$266K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.27% |
$116 - $126
|
371
$50.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.95% |
$116 - $126
|
106
$14.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1- -0.0% |
$116 - $126
|
22K
$3.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 0.01% |
$116 - $126
|
10.7K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-2- 0.1% |
$231 - $252
|
1.94K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-5- 1.42% |
$579 - $629
|
348
$47.8K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5- 0.26% |
$579 - $629
|
1.94K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6- 0.11% |
$694 - $755
|
5.61K
$771K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7- 0.09% |
$810 - $880
|
7.72K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7- 0.05% |
$810 - $880
|
14.3K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-9- 0.08% |
$1.04K - $1.13K
|
11.1K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 0.03% |
$1.04K - $1.13K
|
26.9K
$3.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-10- 0.03% |
$1.16K - $1.26K
|
38.7K
$5.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.4% |
$1.16K - $1.26K
|
2.5K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-12- 2.64% |
$1.39K - $1.51K
|
442
$60.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-13- 0.05% |
$1.5K - $1.63K
|
25.9K
$3.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-14- 0.2% |
$1.62K - $1.76K
|
7.11K
$976K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-14- 0.52% |
$1.62K - $1.76K
|
2.68K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-14- 0.69% |
$1.62K - $1.76K
|
2.03K
$278K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-15- 0.2% |
$1.74K - $1.89K
|
7.38K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15- 0.2% |
$1.74K - $1.89K
|
7.38K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.12% |
$1.85K - $2.01K
|
13.5K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-17- 0.28% |
$1.97K - $2.14K
|
6.1K
$837K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 1.13% |
$1.97K - $2.14K
|
1.49K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-19- 0.34% |
$2.2K - $2.39K
|
5.54K
$761K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19- 0.18% |
$2.2K - $2.39K
|
10.6K
$1.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-19- 0.8% |
$2.2K - $2.39K
|
2.35K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19- 0.07% |
$2.2K - $2.39K
|
25.6K
$3.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-20- 0.35% |
$2.31K - $2.52K
|
5.77K
$792K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-20- 0.35% |
$2.31K - $2.52K
|
5.65K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-23- 0.41% |
$2.66K - $2.89K
|
5.63K
$773K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.66% |
$2.78K - $3.02K
|
3.59K
$493K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-25- 0.88% |
$2.89K - $3.14K
|
2.81K
$385K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-27- 0.99% |
$3.12K - $3.4K
|
2.7K
$370K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-28- 1.28% |
$3.24K - $3.52K
|
2.15K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-29- 0.46% |
$3.36K - $3.65K
|
6.26K
$860K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-30- 0.6% |
$3.47K - $3.77K
|
4.95K
$679K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-30- 54.55% |
$3.47K - $3.77K
|
25
$3.43K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-31- 0.23% |
$3.59K - $3.9K
|
13.6K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-32- 0.99% |
$3.7K - $4.02K
|
3.19K
$438K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-32- 0.26% |
$3.7K - $4.02K
|
12.3K
$1.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-32- 1.01% |
$3.7K - $4.02K
|
3.13K
$429K
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-33- 0.27% |
$3.82K - $4.15K
|
12K
$1.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-34- 2.87% |
$3.93K - $4.28K
|
1.15K
$158K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-35- 0.84% |
$4.05K - $4.4K
|
4.14K
$568K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-35- 3.33% |
$4.05K - $4.4K
|
1.02K
$139K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-35- 3.33% |
$4.05K - $4.4K
|
1.02K
$139K
|