Purchases and Sales Made in Q1 2022 in Ishares Tr (DVY)

DVY Quotes by TradingView

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 27, 2022 Q1 2022
Shulman De Meo Asset Management LLC

SELL
 -
-2.56K
- 6.41%
$307K - $332K
37.4K $5.31M
May 12, 2022 Q1 2022
Aureus Asset Management, LLC

Boston, MA
SELL
 -
-2.58K
Closed
$310K - $335K
0 $0
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-2.66K
Closed
$319K - $345K
0 $0
May 05, 2022 Q1 2022
North Rock Partners, LLC

SELL
 -
-2.66K
- 32.23%
$319K - $345K
5.59K $794K
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

SELL
 -
-2.82K
- 12.57%
$338K - $366K
19.6K $2.79M
Apr 18, 2022 Q1 2022
Consilium Wealth Advisory, LLC

SELL
 -
-2.9K
Closed
$348K - $376K
0 $0
May 06, 2022 Q1 2022
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-2.93K
Closed
$351K - $380K
0 $0
Apr 20, 2022 Q1 2022
Marcum Wealth, LLC

SELL
 -
-3.07K
- 57.69%
$369K - $399K
2.25K $320K
Feb 21, 2023 Q1 2022
Prio Wealth Limited Partnership

Boston, MA
SELL
 -
-3.09K
- 52.48%
$370K - $401K
2.8K $397K
May 02, 2022 Q1 2022
Greenspring Advisors, LLC

SELL
 -
-3.11K
- 87.18%
$374K - $404K
458 $65.1K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

SELL
 -
-3.25K
- 14.46%
$390K - $422K
19.2K $2.73M
May 16, 2022 Q1 2022
Howard Capital Management Group, LLC

SELL
 -
-3.31K
Closed
$397K - $429K
0 $0
Apr 20, 2022 Q1 2022
White Lighthouse Investment Management Inc.

SELL
 -
-3.34K
- 4.51%
$400K - $433K
70.7K $10M
May 06, 2022 Q1 2022
Af Advisors, Inc.

SELL
 -
-3.6K
Closed
$432K - $467K
0 $0
Apr 12, 2022 Q1 2022
Cooper Financial Group

SELL
 -
-3.77K
Closed
$452K - $489K
0 $0
May 09, 2022 Q1 2022
Csenge Advisory Group

SELL
 -
-3.89K
- 12.86%
$467K - $505K
26.4K $3.75M
Apr 25, 2022 Q1 2022
Wfa Of San Diego, LLC

SELL
 -
-4.06K
- 70.31%
$487K - $527K
1.72K $244K
May 16, 2022 Q1 2022
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-4.18K
- 18.28%
$501K - $542K
18.7K $2.65M
May 11, 2022 Q1 2022
Clear Street Markets LLC

SELL
 -
-4.2K
- 79.25%
$504K - $545K
1.1K $156K
Apr 28, 2022 Q1 2022
Bank Hapoalim Bm

SELL
 -
-4.25K
Closed
$510K - $551K
0 $0
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

SELL
 -
-4.35K
- 65.25%
$522K - $564K
2.32K $329K
May 02, 2022 Q1 2022
Security National Bank Of So Dak

Sioux City, IA
SELL
 -
-4.5K
- 25.71%
$540K - $584K
13K $1.85M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-4.61K
- 50.6%
$553K - $598K
4.5K $639K
May 10, 2022 Q1 2022
Greenwood Capital Associates LLC

Greenwood, SC
SELL
 -
-4.63K
Closed
$555K - $601K
0 $0
May 12, 2022 Q1 2022
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-4.7K
Closed
$563K - $609K
0 $0
May 16, 2022 Q1 2022
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-4.81K
- 3.19%
$578K - $625K
146K $20.8M
Apr 20, 2022 Q1 2022
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-5.27K
Closed
$632K - $684K
0 $0
Apr 25, 2022 Q1 2022
Transform Wealth, LLC

SELL
 -
-5.3K
- 35.35%
$636K - $688K
9.69K $1.38M
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-5.34K
- 18.02%
$641K - $693K
24.3K $3.45M
Apr 12, 2022 Q1 2022
First American Trust, Fsb

SELL
 -
-5.74K
- 6.72%
$689K - $745K
79.6K $11.3M
May 16, 2022 Q1 2022
Two Sigma Securities, LLC

New York, NY
SELL
 -
-5.87K
Closed
$704K - $761K
0 $0
May 09, 2022 Q1 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-5.89K
- 91.3%
$706K - $764K
561 $79.7K
Apr 26, 2022 Q1 2022
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-6.07K
- 18.8%
$728K - $788K
26.2K $3.72M
Apr 11, 2022 Q1 2022
Unconventional Investor, LLC

SELL
 -
-6.13K
Closed
$735K - $795K
0 $0
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-6.2K
- 21.43%
$744K - $804K
22.7K $3.23M
Aug 11, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-6.29K
- 40.52%
$755K - $817K
9.24K $1.31M
Apr 29, 2022 Q1 2022
Sg Americas Securities, LLC

SELL
 -
-6.7K
Closed
$804K - $869K
0 $0
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-6.84K
- 36.48%
$821K - $887K
11.9K $1.69M
Apr 15, 2022 Q1 2022
Verus Financial Partners, Inc.

SELL
 -
-6.88K
- 2.97%
$826K - $893K
225K $32M
May 10, 2022 Q1 2022
Cumberland Partners LTD

Toronto, A6
SELL
 -
-6.97K
- 60.82%
$836K - $904K
4.49K $638K
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-7.45K
Closed
$894K - $966K
0 $0
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-7.56K
Closed
$907K - $981K
0 $0
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-7.82K
- 23.19%
$938K - $1.01M
25.9K $3.68M
May 16, 2022 Q1 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-8.34K
- 58.96%
$1M - $1.08M
5.8K $824K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-8.64K
- 1.62%
$1.04M - $1.12M
525K $74.5M
May 16, 2022 Q1 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
SELL
 -
-10.5K
Closed
$1.26M - $1.37M
0 $0
May 02, 2022 Q1 2022
Old North State Trust, LLC

Greensboro, NC
SELL
 -
-10.6K
- 99.91%
$1.27M - $1.37M
10 $1.42K
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-10.6K
- 11.67%
$1.27M - $1.38M
80.3K $11.4M
May 13, 2022 Q1 2022
Zions Bancorporation, N.A.

SELL
 -
-11K
- 98.12%
$1.32M - $1.42M
210 $29.8K

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