Purchases and Sales Made in Q1 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
61+ 2.34% |
$7.32K - $7.91K
|
2.67K
$362K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
60+ 0.9% |
$7.2K - $7.79K
|
6.75K
$915K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
60+ 0.54% |
$7.2K - $7.79K
|
11.1K
$1.51M
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
58+ 0.38% |
$6.96K - $7.53K
|
15.3K
$2.08M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
57+ 1.55% |
$6.84K - $7.4K
|
3.74K
$507K
|
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
54+ 1.08% |
$6.48K - $7.01K
|
5.04K
$685K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
52+ 1.93% |
$6.24K - $6.75K
|
2.75K
$373K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
52+ 0.37% |
$6.24K - $6.75K
|
14K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
51+ 0.48% |
$6.12K - $6.62K
|
10.6K
$1.44M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 5.2% |
$6K - $6.49K
|
1.01K
$137K
|
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
50+ 2.62% |
$6K - $6.49K
|
1.96K
$266K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
48+ 0.88% |
$5.76K - $6.23K
|
5.5K
$747K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
46+ 0.97% |
$5.52K - $5.97K
|
4.77K
$647K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
45+ 0.6% |
$5.4K - $5.84K
|
7.6K
$1.03M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
45+ 0.31% |
$5.4K - $5.84K
|
14.6K
$1.98M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
45+ 5.89% |
$5.4K - $5.84K
|
809
$110K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
45+ 24.32% |
$5.4K - $5.84K
|
230
$31.2K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
42+ 1.8% |
$5.04K - $5.45K
|
2.38K
$323K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
39+ 1.93% |
$4.68K - $5.06K
|
2.06K
$280K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
37+ 0.93% |
$4.44K - $4.8K
|
4.01K
$544K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
36+ 0.69% |
$4.32K - $4.67K
|
5.25K
$712K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35+ 0.22% |
$4.2K - $4.54K
|
15.8K
$2.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
32+ 1.52% |
$3.84K - $4.15K
|
2.14K
$290K
|
|
|
Apr 19, 2022
Q1 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
30+ 1.12% |
$3.6K - $3.89K
|
2.71K
$368K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
30+ 0.22% |
$3.6K - $3.89K
|
13.7K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
29+ 0.18% |
$3.48K - $3.76K
|
16.3K
$2.22M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
28+ 0.53% |
$3.36K - $3.63K
|
5.33K
$723K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28+ 0.69% |
$3.36K - $3.63K
|
4.09K
$555K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
28+ 0.26% |
$3.36K - $3.63K
|
10.9K
$1.48M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
27New |
$3.24K - $3.5K
|
27
$3.66K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
25+ 0.08% |
$3K - $3.24K
|
31.9K
$4.33M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
25+ 1.45% |
$3K - $3.24K
|
1.75K
$237K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
23+ 0.07% |
$2.76K - $2.98K
|
34.9K
$4.74M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$2.64K - $2.85K
|
22
$2.99K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
22+ 1.03% |
$2.64K - $2.85K
|
2.16K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.44% |
$2.64K - $2.85K
|
5.01K
$680K
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21+ 0.7% |
$2.52K - $2.72K
|
3.04K
$413K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
19+ 0.68% |
$2.28K - $2.47K
|
2.81K
$382K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
18+ 0.03% |
$2.16K - $2.34K
|
65.5K
$8.89M
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
17+ 0.67% |
$2.04K - $2.21K
|
2.54K
$345K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.14% |
$2.04K - $2.21K
|
12.4K
$1.69M
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17+ 0.68% |
$2.04K - $2.21K
|
2.53K
$343K
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
17+ 0.53% |
$2.04K - $2.21K
|
3.25K
$442K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.19% |
$1.92K - $2.08K
|
8.44K
$1.15M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14+ 0.66% |
$1.68K - $1.82K
|
2.14K
$290K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 0.11% |
$1.56K - $1.69K
|
11.3K
$1.54M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
13+ 0.43% |
$1.56K - $1.69K
|
3.03K
$411K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.59% |
$1.56K - $1.69K
|
2.22K
$301K
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
13+ 0.67% |
$1.56K - $1.69K
|
1.96K
$266K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.3% |
$1.56K - $1.69K
|
4.36K
$592K
|