Purchases and Sales Made in Q3 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-35.5K- 8.38% |
$3.81M - $4.19M
|
388K
$52.5M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-36.2K- 8.87% |
$3.89M - $4.28M
|
372K
$50.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-39.5K- 2.71% |
$4.24M - $4.66M
|
1.42M
$192M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-40K- 98.93% |
$4.29M - $4.72M
|
433
$58.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-48K- 95.26% |
$5.15M - $5.67M
|
2.39K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.4K- 15.29% |
$5.2M - $5.72M
|
268K
$36.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-53K- 71.81% |
$5.69M - $6.26M
|
20.8K
$2.81M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-53.9K- 88.3% |
$5.79M - $6.37M
|
7.15K
$965K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-53.9K- 8.28% |
$5.8M - $6.37M
|
597K
$80.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-56.4K- 8.08% |
$6.06M - $6.67M
|
642K
$86.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56.5K- 3.74% |
$6.07M - $6.68M
|
1.45M
$196M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-58K- 40.35% |
$6.24M - $6.86M
|
85.8K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-60.6K- 19.28% |
$6.51M - $7.16M
|
254K
$34.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.8K- 59.33% |
$6.75M - $7.42M
|
43K
$5.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-67.7K- 22.08% |
$7.27M - $8M
|
239K
$32.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-73.5K- 50.14% |
$7.9M - $8.69M
|
73.1K
$9.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-82.3K- 99.28% |
$8.84M - $9.73M
|
600
$81.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-86.8K- 56.22% |
$9.32M - $10.3M
|
67.6K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-89.3K- 6.82% |
$9.6M - $10.6M
|
1.22M
$165M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-107K- 73.51% |
$11.5M - $12.6M
|
38.4K
$5.19M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-112K- 70.21% |
$12.1M - $13.3M
|
47.7K
$6.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-137K- 20.29% |
$14.7M - $16.2M
|
539K
$72.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-143K- 18.4% |
$15.4M - $16.9M
|
635K
$85.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-159K- 35.21% |
$17.1M - $18.8M
|
293K
$39.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-192K- 2.7% |
$20.6M - $22.7M
|
6.9M
$933M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-247K- 39.42% |
$26.6M - $29.2M
|
380K
$51.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-248K- 11.59% |
$26.6M - $29.3M
|
1.89M
$255M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-252K- 100.0% |
$27.1M - $29.8M
|
12
$1.62K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-264K- 15.67% |
$28.4M - $31.2M
|
1.42M
$192M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-279K- 6.08% |
$30M - $33M
|
4.31M
$583M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-312K- 91.23% |
$33.5M - $36.9M
|
30K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-368K- 7.76% |
$39.6M - $43.5M
|
4.38M
$592M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-511K- 79.86% |
$54.9M - $60.4M
|
129K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-642K- 84.58% |
$68.9M - $75.8M
|
117K
$15.8M
|