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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-36- 0.46% |
$4.32K - $4.67K
|
7.76K
$1.11M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-40- 1.58% |
$4.8K - $5.19K
|
2.49K
$357K
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-40- 0.59% |
$4.8K - $5.19K
|
6.77K
$970K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-40- 1.38% |
$4.8K - $5.19K
|
2.87K
$411K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-40- 24.1% |
$4.8K - $5.19K
|
126
$18.1K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 1.59% |
$4.8K - $5.19K
|
2.47K
$354K
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-41- 1.16% |
$4.92K - $5.32K
|
3.51K
$503K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-42- 1.24% |
$5.04K - $5.45K
|
3.35K
$480K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-42- 1.24% |
$5.04K - $5.45K
|
3.35K
$480K
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-43- 0.3% |
$5.16K - $5.58K
|
14.3K
$2.05M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-43Closed |
$5.16K - $5.58K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-44- 0.31% |
$5.28K - $5.71K
|
14.2K
$2.04M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-48- 0.55% |
$5.76K - $6.23K
|
8.61K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-48- 0.11% |
$5.76K - $6.23K
|
45.1K
$6.46M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-49- 0.39% |
$5.88K - $6.36K
|
12.6K
$1.81M
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-49- 2.79% |
$5.88K - $6.36K
|
1.71K
$245K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55- 1.71% |
$6.6K - $7.14K
|
3.17K
$454K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-58- 0.58% |
$6.96K - $7.53K
|
9.88K
$1.42M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-60- 1.7% |
$7.2K - $7.79K
|
3.48K
$498K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-60- 3.55% |
$7.2K - $7.79K
|
1.63K
$234K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-62- 0.18% |
$7.44K - $8.04K
|
35.2K
$5.04M
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-64- 3.09% |
$7.68K - $8.3K
|
2.01K
$287K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-65- 1.69% |
$7.8K - $8.43K
|
3.77K
$541K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-69- 3.22% |
$8.28K - $8.95K
|
2.07K
$297K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-69- 0.66% |
$8.28K - $8.95K
|
10.4K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-70Closed |
$8.4K - $9.08K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-73- 1.95% |
$8.76K - $9.47K
|
3.67K
$526K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-75Closed |
$9K - $9.73K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-75- 3.74% |
$9K - $9.73K
|
1.93K
$277K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-79- 0.19% |
$9.48K - $10.3K
|
40.5K
$5.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-79- 3.85% |
$9.48K - $10.3K
|
1.98K
$283K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-79- 0.77% |
$9.48K - $10.3K
|
10.2K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-80- 0.14% |
$9.6K - $10.4K
|
57.1K
$8.18M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-84- 0.52% |
$10.1K - $10.9K
|
16.2K
$2.32M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-87- 2.05% |
$10.4K - $11.3K
|
4.17K
$597K
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
SELL
|
- |
-94- 1.59% |
$11.3K - $12.2K
|
5.83K
$836K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-95Closed |
$11.4K - $12.3K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-95- 10.1% |
$11.4K - $12.3K
|
846
$121K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-96- 0.33% |
$11.5K - $12.5K
|
28.8K
$4.13M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-97- 6.63% |
$11.6K - $12.6K
|
1.37K
$196K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-100- 3.07% |
$12K - $13K
|
3.16K
$453K
|
|
|
May 10, 2022
Q1 2022
|
Searle & Co.
|
SELL
|
- |
-100- 5.8% |
$12K - $13K
|
1.63K
$233K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-103- 0.78% |
$12.4K - $13.4K
|
13.1K
$1.88M
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-104- 4.86% |
$12.5K - $13.5K
|
2.04K
$292K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-104- 0.97% |
$12.5K - $13.5K
|
10.6K
$1.53M
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-105- 3.26% |
$12.6K - $13.6K
|
3.11K
$446K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-106- 46.9% |
$12.7K - $13.8K
|
120
$17.2K
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-106- 2.96% |
$12.7K - $13.8K
|
3.47K
$498K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-109- 2.68% |
$13.1K - $14.1K
|
3.96K
$568K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-110- 15.49% |
$13.2K - $14.3K
|
600
$86K
|