Purchases and Sales Made in Q4 2023 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-105- 1.66% |
$10.8K - $12.5K
|
6.21K
$848K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-108- 2.69% |
$11.1K - $12.9K
|
3.91K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-109- 0.63% |
$11.2K - $13K
|
17.2K
$2.35M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-111- 1.77% |
$11.4K - $13.2K
|
6.17K
$843K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-114- 0.98% |
$11.7K - $13.6K
|
11.6K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-119- 1.49% |
$12.3K - $14.2K
|
7.89K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-122- 1.08% |
$12.6K - $14.5K
|
11.2K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-125- 1.19% |
$12.9K - $14.9K
|
10.3K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-125- 2.11% |
$12.9K - $14.9K
|
5.79K
$791K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-128- 2.57% |
$13.2K - $15.2K
|
4.86K
$665K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-130- 19.49% |
$13.4K - $15.5K
|
537
$73.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-137- 16.49% |
$14.1K - $16.3K
|
694
$94.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-137- 1.06% |
$14.1K - $16.3K
|
12.7K
$1.74M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-138- 1.0% |
$14.2K - $16.4K
|
13.7K
$1.87M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-141- 4.15% |
$14.5K - $16.8K
|
3.25K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-143- 0.76% |
$14.7K - $17K
|
18.8K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-150- 42.86% |
$15.4K - $17.9K
|
200
$27.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-152- 2.36% |
$15.7K - $18.1K
|
6.28K
$858K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-157- 0.95% |
$16.2K - $18.7K
|
16.5K
$2.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-170- 5.31% |
$17.5K - $20.2K
|
3.03K
$414K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-172- 8.0% |
$17.7K - $20.5K
|
1.98K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-173- 8.77% |
$17.8K - $20.6K
|
1.8K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-173- 1.43% |
$17.8K - $20.6K
|
11.9K
$1.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-175- 0.53% |
$18K - $20.8K
|
33K
$4.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-175- 5.05% |
$18K - $20.8K
|
3.29K
$449K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-175- 1.33% |
$18K - $20.8K
|
13K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-180- 0.76% |
$18.5K - $21.4K
|
23.6K
$3.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-183- 0.37% |
$18.8K - $21.8K
|
49.9K
$6.82M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-187- 6.56% |
$19.3K - $22.3K
|
2.66K
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-191- 2.09% |
$19.7K - $22.7K
|
8.95K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-193- 1.38% |
$19.9K - $23K
|
13.8K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-195- 1.44% |
$20.1K - $23.2K
|
13.3K
$1.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-197- 15.19% |
$20.3K - $23.5K
|
1.1K
$150K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 6.83% |
$20.6K - $23.8K
|
2.73K
$373K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-200- 2.44% |
$20.6K - $23.8K
|
7.98K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 38.91% |
$20.6K - $23.8K
|
314
$42.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-204- 4.44% |
$21K - $24.3K
|
4.39K
$600K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-208- 1.97% |
$21.4K - $24.8K
|
10.3K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-220- 4.09% |
$22.7K - $26.2K
|
5.16K
$705K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-220- 1.68% |
$22.7K - $26.2K
|
12.9K
$1.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-222- 2.96% |
$22.9K - $26.4K
|
7.28K
$996K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-222- 5.01% |
$22.9K - $26.4K
|
4.21K
$576K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-223- 0.24% |
$23K - $26.6K
|
92.6K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-225- 2.56% |
$23.2K - $26.8K
|
8.55K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-225- 5.53% |
$23.2K - $26.8K
|
3.84K
$525K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-227- 12.18% |
$23.4K - $27K
|
1.64K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-231- 2.76% |
$23.8K - $27.5K
|
8.13K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-235- 2.61% |
$24.2K - $28K
|
8.78K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-235- 8.89% |
$24.2K - $28K
|
2.41K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-238- 7.18% |
$24.5K - $28.3K
|
3.08K
$421K
|