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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15+ 0.35% |
$1.61K - $1.77K
|
4.29K
$551K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
14+ 0.17% |
$1.5K - $1.65K
|
8.27K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13+ 0.29% |
$1.4K - $1.54K
|
4.45K
$572K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
12+ 0.11% |
$1.29K - $1.42K
|
10.5K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11+ 0.36% |
$1.18K - $1.3K
|
3.05K
$393K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
11+ 0.14% |
$1.18K - $1.3K
|
7.75K
$996K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9+ 0.13% |
$967 - $1.06K
|
7.14K
$918K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.33% |
$860 - $945
|
2.45K
$314K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8+ 0.79% |
$860 - $945
|
1.03K
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
7+ 0.13% |
$752 - $827
|
5.58K
$718K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.06% |
$537 - $591
|
7.9K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4+ 0.11% |
$430 - $473
|
3.54K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 4.82% |
$430 - $473
|
87
$11.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4+ 0.06% |
$430 - $473
|
6.53K
$840K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4+ 0.06% |
$430 - $473
|
6.53K
$840K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.25% |
$215 - $236
|
798
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2+ 0.04% |
$215 - $236
|
5.5K
$707K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.01% |
$107 - $118
|
8.39K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.15% |
$107 - $118
|
667
$85.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1- 0.03% |
$107 - $118
|
3.31K
$425K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1- 0.02% |
$107 - $118
|
4.73K
$608K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1- 0.19% |
$107 - $118
|
533
$68.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1- 0.07% |
$107 - $118
|
1.5K
$192K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.02% |
$215 - $236
|
11.3K
$1.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2- 0.42% |
$215 - $236
|
471
$60.6K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 17.39% |
$430 - $473
|
19
$2.44K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-5- 0.08% |
$537 - $591
|
5.91K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 0.26% |
$860 - $945
|
3.09K
$398K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-9- 0.75% |
$967 - $1.06K
|
1.19K
$153K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.39% |
$1.07K - $1.18K
|
2.53K
$326K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10- 0.31% |
$1.07K - $1.18K
|
3.24K
$416K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-10- 0.1% |
$1.07K - $1.18K
|
10.4K
$1.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-11- 0.49% |
$1.18K - $1.3K
|
2.22K
$286K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12- 0.09% |
$1.29K - $1.42K
|
13.1K
$1.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-15- 1.64% |
$1.61K - $1.77K
|
900
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.52% |
$1.61K - $1.77K
|
2.85K
$366K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-15- 0.78% |
$1.61K - $1.77K
|
1.92K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-15- 0.17% |
$1.61K - $1.77K
|
8.7K
$1.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-16- 0.85% |
$1.72K - $1.89K
|
1.86K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-17- 0.11% |
$1.83K - $2.01K
|
15.6K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17- 0.18% |
$1.83K - $2.01K
|
9.39K
$1.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-17- 0.09% |
$1.83K - $2.01K
|
19.3K
$2.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-19- 0.07% |
$2.04K - $2.25K
|
25.8K
$3.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.33% |
$2.04K - $2.25K
|
5.76K
$740K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-20- 0.92% |
$2.15K - $2.36K
|
2.15K
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-20- 0.55% |
$2.15K - $2.36K
|
3.59K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$2.15K - $2.36K
|
18.1K
$2.33M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$2.15K - $2.36K
|
18.1K
$2.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-21- 0.63% |
$2.26K - $2.48K
|
3.31K
$426K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-24- 1.18% |
$2.58K - $2.84K
|
2K
$258K
|