Purchases and Sales Made in Q2 2022 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q2 2022. The information is specifically focused on institutions that hold shares of CAPITAL GROUP DIVID VALUE ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.4KNew |
$226K - $270K
|
10.4K
$383K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
10.3KNew |
$225K - $268K
|
10.3K
$380K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.4K+ 1770.57% |
$162K - $193K
|
7.82K
$289K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.58K+ 161.35% |
$144K - $171K
|
10.7K
$393K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.85KNew |
$128K - $152K
|
5.85K
$216K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.82K+ 548.58% |
$105K - $126K
|
5.7K
$211K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3.85KNew |
$84K - $100K
|
3.85K
$142K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.15KNew |
$68.8K - $82.1K
|
3.15K
$116K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.75KNew |
$38.1K - $45.5K
|
1.75K
$64.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1KNew |
$21.8K - $26.1K
|
1K
$36.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$21.8K - $26.1K
|
1K
$36.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
668New |
$14.6K - $17.4K
|
668
$24.7K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500New |
$10.9K - $13K
|
500
$18.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
475New |
$10.4K - $12.4K
|
475
$17.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
257+ 1.1% |
$5.61K - $6.69K
|
23.7K
$874K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.15KClosed |
$68.8K - $82.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-7.5K- 0.8% |
$164K - $195K
|
929K
$34.3M
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.55K- 20.47% |
$187K - $223K
|
33.2K
$1.23M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.3K- 92.59% |
$465K - $555K
|
1.7K
$62.9K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-207K- 99.14% |
$4.51M - $5.38M
|
1.79K
$66.1K
|