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 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-600- 21.25% |
$72K - $77.9K
|
2.22K
$316K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-600- 10.58% |
$72K - $77.9K
|
5.07K
$720K
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
SELL
|
- |
-609- 17.25% |
$73.1K - $79K
|
2.92K
$415K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-620- 29.67% |
$74.4K - $80.4K
|
1.47K
$209K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-627- 3.05% |
$75.2K - $81.4K
|
19.9K
$2.83M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-634- 1.68% |
$76.1K - $82.3K
|
37.2K
$5.28M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-645- 1.12% |
$77.4K - $83.7K
|
56.7K
$8.06M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-650- 3.59% |
$78K - $84.3K
|
17.5K
$2.48M
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-650- 5.55% |
$78K - $84.3K
|
11.1K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-652- 4.17% |
$78.2K - $84.6K
|
15K
$2.13M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-652- 23.29% |
$78.2K - $84.6K
|
2.15K
$305K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-659- 13.1% |
$79.1K - $85.5K
|
4.37K
$621K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-667- 6.04% |
$80K - $86.5K
|
10.4K
$1.47M
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-668- 1.33% |
$80.2K - $86.7K
|
49.7K
$7.06M
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-688Closed |
$82.6K - $89.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-700Closed |
$84K - $90.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-700- 3.64% |
$84K - $90.8K
|
18.5K
$2.63M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-715- 93.46% |
$85.8K - $92.8K
|
50
$7.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-718- 1.75% |
$86.2K - $93.2K
|
40.3K
$5.72M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-734Closed |
$88.1K - $95.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-749- 12.88% |
$89.9K - $97.2K
|
5.07K
$720K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-765- 14.81% |
$91.8K - $99.3K
|
4.4K
$625K
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-775- 3.17% |
$93K - $101K
|
23.7K
$3.36M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-793- 3.19% |
$95.2K - $103K
|
24K
$3.41M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-799- 12.04% |
$95.9K - $104K
|
5.84K
$829K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-800- 26.14% |
$96K - $104K
|
2.26K
$321K
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-819- 26.89% |
$98.3K - $106K
|
2.23K
$316K
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-820- 23.1% |
$98.4K - $106K
|
2.73K
$388K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-827- 7.11% |
$99.2K - $107K
|
10.8K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-834- 12.52% |
$100K - $108K
|
5.83K
$828K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-846- 42.62% |
$102K - $110K
|
1.14K
$162K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-861- 33.01% |
$103K - $112K
|
1.75K
$248K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-877- 9.29% |
$105K - $114K
|
8.57K
$1.22M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-907- 32.37% |
$109K - $118K
|
1.9K
$269K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-909- 6.78% |
$109K - $118K
|
12.5K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-912- 33.5% |
$109K - $118K
|
1.81K
$257K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-922- 9.96% |
$111K - $120K
|
8.33K
$1.18M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-935Closed |
$112K - $121K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-940- 6.9% |
$113K - $122K
|
12.7K
$1.8M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-941- 8.52% |
$113K - $122K
|
10.1K
$1.44M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-941- 8.52% |
$113K - $122K
|
10.1K
$1.44M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-943- 2.4% |
$113K - $122K
|
38.4K
$5.46M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-943- 2.4% |
$113K - $122K
|
38.4K
$5.46M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-975- 3.35% |
$117K - $127K
|
28.1K
$4M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-990Closed |
$119K - $128K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.03KClosed |
$123K - $133K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.03K- 23.97% |
$123K - $133K
|
3.26K
$463K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.09K- 4.24% |
$131K - $141K
|
24.6K
$3.49M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.11K- 1.91% |
$133K - $144K
|
56.9K
$8.08M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.14K- 2.59% |
$137K - $148K
|
42.9K
$6.09M
|