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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.03% |
$240 - $260
|
6.42K
$871K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.68% |
$240 - $260
|
298
$40.4K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$240 - $260
|
3.29K
$446K
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$240 - $260
|
3.29K
$446K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2+ 0.12% |
$240 - $260
|
1.7K
$231K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
2+ 0.22% |
$240 - $260
|
911
$124K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.01% |
$240 - $260
|
24.5K
$3.33M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.05% |
$240 - $260
|
4.17K
$566K
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.1% |
$240 - $260
|
2.05K
$278K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.74% |
$240 - $260
|
273
$37K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
2+ 0.06% |
$240 - $260
|
3.24K
$439K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
1+ 0.06% |
$120 - $130
|
1.62K
$220K
|
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1+ 0.01% |
$120 - $130
|
8.55K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.83% |
$120 - $130
|
122
$16.6K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$120 - $130
|
7.4K
$1M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$120 - $130
|
2.28K
$309K
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1+ 0.06% |
$120 - $130
|
1.61K
$219K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1- 0.05% |
$120 - $130
|
1.85K
$251K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1Closed |
$120 - $130
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-2- 0.02% |
$240 - $260
|
11.7K
$1.59M
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-2- 0.01% |
$240 - $260
|
14.5K
$1.96M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2- 0.09% |
$240 - $260
|
2.31K
$313K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-3- 0.12% |
$360 - $389
|
2.44K
$331K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-5- 0.12% |
$600 - $649
|
4.15K
$563K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5- 0.17% |
$600 - $649
|
2.94K
$399K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-7- 0.11% |
$840 - $908
|
6.25K
$848K
|
|
|
Feb 13, 2025
Q1 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.36% |
$840 - $908
|
1.93K
$262K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.08K - $1.17K
|
4.91K
$666K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-9- 0.05% |
$1.08K - $1.17K
|
18.5K
$2.52M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9- 0.05% |
$1.08K - $1.17K
|
18.6K
$2.53M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9- 0.1% |
$1.08K - $1.17K
|
9.06K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9Closed |
$1.08K - $1.17K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-10- 0.48% |
$1.2K - $1.3K
|
2.06K
$279K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-11- 0.36% |
$1.32K - $1.43K
|
3.09K
$419K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-12- 1.32% |
$1.44K - $1.56K
|
900
$122K
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.24% |
$1.44K - $1.56K
|
5.07K
$688K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-13- 0.03% |
$1.56K - $1.69K
|
37.6K
$5.1M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-14- 0.26% |
$1.68K - $1.82K
|
5.31K
$720K
|
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-14- 0.34% |
$1.68K - $1.82K
|
4.14K
$562K
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-14- 0.29% |
$1.68K - $1.82K
|
4.73K
$642K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-15Closed |
$1.8K - $1.95K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16- 0.74% |
$1.92K - $2.08K
|
2.15K
$292K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-19- 0.6% |
$2.28K - $2.47K
|
3.14K
$426K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-21- 0.18% |
$2.52K - $2.72K
|
11.7K
$1.59M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.2% |
$3K - $3.24K
|
12.7K
$1.72M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25- 7.91% |
$3K - $3.24K
|
291
$39.5K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-25- 0.67% |
$3K - $3.24K
|
3.72K
$505K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
SELL
|
- |
-28- 0.83% |
$3.36K - $3.63K
|
3.36K
$456K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-30- 0.34% |
$3.6K - $3.89K
|
8.82K
$1.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-32- 1.44% |
$3.84K - $4.15K
|
2.19K
$297K
|