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 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-223- 7.29% |
$26.8K - $30.3K
|
2.84K
$388K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-225- 12.48% |
$27K - $30.5K
|
1.58K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-226- 1.42% |
$27.1K - $30.7K
|
15.7K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-227- 1.79% |
$27.2K - $30.8K
|
12.5K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-229- 3.4% |
$27.5K - $31.1K
|
6.51K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-229- 3.97% |
$27.5K - $31.1K
|
5.54K
$757K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-236- 12.43% |
$28.3K - $32K
|
1.66K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-236- 5.09% |
$28.3K - $32K
|
4.4K
$601K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-240- 4.17% |
$28.8K - $32.6K
|
5.51K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-244- 0.28% |
$29.3K - $33.1K
|
88K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-245- 3.35% |
$29.4K - $33.3K
|
7.07K
$966K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-255- 4.4% |
$30.6K - $34.6K
|
5.54K
$757K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-258- 0.67% |
$31K - $35K
|
38.4K
$5.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-260- 14.77% |
$31.2K - $35.3K
|
1.5K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-262- 1.18% |
$31.4K - $35.6K
|
21.9K
$2.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-266- 0.66% |
$31.9K - $36.1K
|
40K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-266- 83.65% |
$31.9K - $36.1K
|
52
$7.11K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-268- 14.48% |
$32.2K - $36.4K
|
1.58K
$216K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-275- 3.75% |
$33K - $37.3K
|
7.05K
$964K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-280- 3.12% |
$33.6K - $38K
|
8.71K
$1.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-282- 5.53% |
$33.8K - $38.3K
|
4.82K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-286- 14.31% |
$34.3K - $38.8K
|
1.71K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-287- 1.75% |
$34.4K - $39K
|
16.1K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-290- 3.63% |
$34.8K - $39.4K
|
7.7K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-296- 2.99% |
$35.5K - $40.2K
|
9.59K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-296- 54.71% |
$35.5K - $40.2K
|
245
$33.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-298- 2.51% |
$35.8K - $40.5K
|
11.6K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-298- 4.8% |
$35.8K - $40.5K
|
5.92K
$809K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-299- 4.24% |
$35.9K - $40.6K
|
6.76K
$924K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-300- 30.52% |
$36K - $40.7K
|
683
$93.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-300- 15.17% |
$36K - $40.7K
|
1.68K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 1.89% |
$36K - $40.7K
|
15.5K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-307- 0.45% |
$36.8K - $41.7K
|
68.7K
$9.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-312- 7.2% |
$37.4K - $42.4K
|
4.02K
$550K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-320- 72.73% |
$38.4K - $43.4K
|
120
$16.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-323- 0.52% |
$38.8K - $43.8K
|
62K
$8.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-345- 13.28% |
$41.4K - $46.8K
|
2.25K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-350- 18.0% |
$42K - $47.5K
|
1.59K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-350- 3.8% |
$42K - $47.5K
|
8.86K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-352- 6.23% |
$42.2K - $47.8K
|
5.3K
$724K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-353- 15.03% |
$42.4K - $47.9K
|
2K
$273K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-360- 2.29% |
$43.2K - $48.9K
|
15.4K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-364- 6.7% |
$43.7K - $49.4K
|
5.07K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-365- 2.19% |
$43.8K - $49.5K
|
16.3K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-367- 3.2% |
$44K - $49.8K
|
11.1K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-368- 1.59% |
$44.2K - $50K
|
22.7K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-369- 28.49% |
$44.3K - $50.1K
|
926
$127K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-373- 4.07% |
$44.8K - $50.6K
|
8.79K
$1.2M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-378- 2.78% |
$45.4K - $51.3K
|
13.2K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-381- 1.23% |
$45.7K - $51.7K
|
30.6K
$4.18M
|