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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.5KNew |
$1.08M - $1.24M
|
10.5K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10.1K+ 14.51% |
$1.04M - $1.21M
|
80K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10.1KNew |
$1.04M - $1.2M
|
10.1K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
10K+ 119.89% |
$1.03M - $1.19M
|
18.4K
$2.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10K+ 42.45% |
$1.03M - $1.19M
|
33.5K
$4.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.78KNew |
$1.01M - $1.16M
|
9.78K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.45KNew |
$973K - $1.12M
|
9.45K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
8.86K+ 41.4% |
$912K - $1.05M
|
30.3K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.31K+ 2.15% |
$856K - $989K
|
396K
$54.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
8.25K+ 134.58% |
$850K - $982K
|
14.4K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8KNew |
$824K - $953K
|
8K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
7.89K+ 14.8% |
$812K - $939K
|
61.2K
$8.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
7.76KNew |
$799K - $923K
|
7.76K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
7.76K+ 73.68% |
$799K - $923K
|
18.3K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.65K+ 55.41% |
$788K - $911K
|
21.5K
$2.95M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.39KNew |
$761K - $880K
|
7.39K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
7.37K+ 178.68% |
$759K - $877K
|
11.5K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.3K+ 4.83% |
$752K - $869K
|
158K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.16KNew |
$737K - $853K
|
7.16K
$983K
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7.09KNew |
$730K - $845K
|
7.09K
$974K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.79KNew |
$699K - $808K
|
6.79K
$932K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.76KNew |
$696K - $805K
|
6.76K
$929K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.55K+ 120.13% |
$674K - $779K
|
12K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
6.52KNew |
$672K - $777K
|
6.52K
$896K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.46KNew |
$665K - $769K
|
6.46K
$887K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.43KNew |
$662K - $766K
|
6.43K
$883K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.27K+ 110.5% |
$646K - $747K
|
11.9K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.21K+ 208.88% |
$640K - $740K
|
9.19K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.21KNew |
$639K - $739K
|
6.21K
$853K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
6.15KNew |
$633K - $732K
|
6.15K
$845K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
5.99KNew |
$617K - $713K
|
5.99K
$822K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.8K+ 214.59% |
$597K - $690K
|
8.5K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5.55KNew |
$572K - $661K
|
5.55K
$763K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.5K+ 26.91% |
$566K - $654K
|
25.9K
$3.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
5.38K+ 242.67% |
$554K - $641K
|
7.6K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.96K+ 34.42% |
$510K - $590K
|
19.4K
$2.66M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.76KNew |
$490K - $567K
|
4.76K
$654K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.69K+ 17.52% |
$482K - $558K
|
31.4K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 27.03% |
$481K - $557K
|
22K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.61K+ 2.34% |
$474K - $549K
|
201K
$27.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.56K+ 11.46% |
$469K - $543K
|
44.3K
$6.08M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
4.55KNew |
$468K - $541K
|
4.55K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.54K+ 14.8% |
$467K - $540K
|
35.2K
$4.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.5K+ 171.41% |
$464K - $536K
|
7.13K
$979K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
4.5KNew |
$464K - $536K
|
4.5K
$618K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.48K+ 497.56% |
$461K - $533K
|
5.38K
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.42KNew |
$455K - $526K
|
4.42K
$607K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.42KNew |
$455K - $526K
|
4.42K
$607K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.3KNew |
$443K - $512K
|
4.3K
$590K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.3KNew |
$442K - $511K
|
4.3K
$590K
|