Purchases and Sales Made in Q3 2024 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-125- 51.02% |
$15K - $17K
|
120
$16.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-126- 2.15% |
$15.1K - $17.1K
|
5.74K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-126- 1.5% |
$15.1K - $17.1K
|
8.29K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-130- 0.27% |
$15.6K - $17.6K
|
48.9K
$6.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-136- 1.98% |
$16.3K - $18.5K
|
6.72K
$918K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-136- 0.44% |
$16.3K - $18.5K
|
30.5K
$4.17M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-136- 1.13% |
$16.3K - $18.5K
|
11.9K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-136- 0.74% |
$16.3K - $18.5K
|
18.2K
$2.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-140- 0.19% |
$16.8K - $19K
|
74.9K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-142- 1.39% |
$17K - $19.3K
|
10.1K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-142- 1.29% |
$17K - $19.3K
|
10.9K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-145- 1.43% |
$17.4K - $19.7K
|
10K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-146- 7.45% |
$17.5K - $19.8K
|
1.81K
$248K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-148- 5.35% |
$17.8K - $20.1K
|
2.62K
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-148- 6.84% |
$17.8K - $20.1K
|
2.02K
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-150- 8.23% |
$18K - $20.4K
|
1.67K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-150- 3.13% |
$18K - $20.4K
|
4.64K
$634K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-150- 1.07% |
$18K - $20.4K
|
13.9K
$1.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-151- 57.2% |
$18.1K - $20.5K
|
113
$15.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-151- 0.48% |
$18.1K - $20.5K
|
31.5K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-152- 3.05% |
$18.2K - $20.6K
|
4.82K
$659K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-159- 29.89% |
$19.1K - $21.6K
|
373
$51K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-159- 3.81% |
$19.1K - $21.6K
|
4.02K
$549K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-160- 2.46% |
$19.2K - $21.7K
|
6.34K
$867K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-160- 6.22% |
$19.2K - $21.7K
|
2.41K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-162- 4.13% |
$19.4K - $22K
|
3.76K
$514K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-162- 1.06% |
$19.4K - $22K
|
15.1K
$2.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-168- 1.39% |
$20.2K - $22.8K
|
12K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-169- 2.42% |
$20.3K - $22.9K
|
6.82K
$932K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-171- 7.52% |
$20.5K - $23.2K
|
2.1K
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-173- 8.72% |
$20.8K - $23.5K
|
1.81K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-173- 8.92% |
$20.8K - $23.5K
|
1.77K
$242K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-174- 9.49% |
$20.9K - $23.6K
|
1.66K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-177- 0.89% |
$21.2K - $24K
|
19.6K
$2.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-181- 0.6% |
$21.7K - $24.6K
|
30.1K
$4.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-185- 0.96% |
$22.2K - $25.1K
|
19K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-187- 2.47% |
$22.4K - $25.4K
|
7.38K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-189- 4.88% |
$22.7K - $25.7K
|
3.69K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-194- 9.81% |
$23.3K - $26.3K
|
1.78K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-199- 3.97% |
$23.9K - $27K
|
4.82K
$658K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-199- 3.54% |
$23.9K - $27K
|
5.42K
$740K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-200- 8.14% |
$24K - $27.1K
|
2.26K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-202- 6.23% |
$24.2K - $27.4K
|
3.04K
$416K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-203- 9.66% |
$24.4K - $27.6K
|
1.9K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-203- 0.91% |
$24.4K - $27.6K
|
22.2K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-210- 1.9% |
$25.2K - $28.5K
|
10.8K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-211- 5.1% |
$25.3K - $28.6K
|
3.93K
$537K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-214- 3.5% |
$25.7K - $29K
|
5.91K
$807K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-217- 1.3% |
$26K - $29.5K
|
16.4K
$2.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-217- 4.58% |
$26K - $29.5K
|
4.52K
$617K
|