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 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16+ 0.26% |
$1.92K - $2.17K
|
6.14K
$848K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.25% |
$1.8K - $2.04K
|
5.96K
$824K
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
15+ 0.0% |
$1.8K - $2.04K
|
681K
$94.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.76% |
$1.8K - $2.04K
|
1.99K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.11% |
$1.8K - $2.04K
|
13.6K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.53% |
$1.68K - $1.9K
|
2.66K
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
14+ 0.71% |
$1.68K - $1.9K
|
1.98K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
14+ 1.11% |
$1.68K - $1.9K
|
1.28K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.2% |
$1.68K - $1.9K
|
7.06K
$974K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 1.09% |
$1.68K - $1.9K
|
1.3K
$179K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.5% |
$1.68K - $1.9K
|
2.79K
$385K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.21% |
$1.56K - $1.76K
|
6.1K
$842K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 1.2% |
$1.56K - $1.76K
|
1.1K
$152K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
13+ 0.57% |
$1.56K - $1.76K
|
2.28K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12+ 0.7% |
$1.44K - $1.63K
|
1.73K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
12+ 0.08% |
$1.44K - $1.63K
|
15.9K
$2.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11+ 0.04% |
$1.32K - $1.49K
|
25K
$3.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
10+ 0.54% |
$1.2K - $1.36K
|
1.85K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.2K - $1.36K
|
16.3K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
10+ 0.07% |
$1.2K - $1.36K
|
13.3K
$1.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$1.2K - $1.36K
|
4.72K
$652K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10+ 0.48% |
$1.2K - $1.36K
|
2.08K
$288K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.14% |
$1.2K - $1.36K
|
7.33K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
10+ 0.3% |
$1.2K - $1.36K
|
3.31K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10+ 0.52% |
$1.2K - $1.36K
|
1.95K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9+ 0.37% |
$1.08K - $1.22K
|
2.46K
$340K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$1.08K - $1.22K
|
4.9K
$677K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.44% |
$1.08K - $1.22K
|
2.07K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9+ 0.22% |
$1.08K - $1.22K
|
4.11K
$567K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.13% |
$1.08K - $1.22K
|
6.98K
$964K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8+ 0.24% |
$960 - $1.09K
|
3.34K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.23% |
$960 - $1.09K
|
3.49K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
8+ 0.27% |
$960 - $1.09K
|
2.99K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8+ 0.08% |
$960 - $1.09K
|
9.57K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.03% |
$840 - $950
|
22.8K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.28% |
$840 - $950
|
2.49K
$343K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7+ 0.41% |
$840 - $950
|
1.72K
$237K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
7+ 0.07% |
$840 - $950
|
10.8K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6+ 0.32% |
$720 - $814
|
1.85K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6+ 0.07% |
$720 - $814
|
9.05K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.17% |
$720 - $814
|
3.45K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$720 - $814
|
6
$829
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
6+ 0.3% |
$720 - $814
|
2.03K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.27% |
$720 - $814
|
2.27K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.78% |
$600 - $679
|
645
$89.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.14% |
$600 - $679
|
3.62K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.26% |
$600 - $679
|
1.89K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5+ 0.06% |
$600 - $679
|
8.85K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.06% |
$600 - $679
|
7.76K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5+ 0.2% |
$600 - $679
|
2.54K
$351K
|