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
|
Principle Wealth Partners LLC
|
BUY
|
- |
430+ 1.4% |
$51.6K - $55.8K
|
31.1K
$4.46M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
430+ 2.07% |
$51.6K - $55.8K
|
21.3K
$3.05M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
429+ 1.93% |
$51.5K - $55.7K
|
22.7K
$3.25M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
425+ 1.11% |
$51K - $55.1K
|
38.7K
$5.55M
|
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
424+ 2.31% |
$50.9K - $55K
|
18.8K
$2.69M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
420+ 7.77% |
$50.4K - $54.5K
|
5.82K
$834K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
411+ 0.69% |
$49.3K - $53.3K
|
59.8K
$8.57M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
400+ 66.67% |
$48K - $51.9K
|
1K
$143K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
388+ 5.54% |
$46.6K - $50.3K
|
7.39K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
384+ 7.62% |
$46.1K - $49.8K
|
5.42K
$777K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
383+ 10.32% |
$46K - $49.7K
|
4.09K
$587K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
377+ 1.49% |
$45.2K - $48.9K
|
25.7K
$3.68M
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
375+ 2.12% |
$45K - $48.7K
|
18.1K
$2.59M
|
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
371+ 2.03% |
$44.5K - $48.1K
|
18.7K
$2.68M
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
367+ 12.06% |
$44K - $47.6K
|
3.41K
$489K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
361+ 15.53% |
$43.3K - $46.8K
|
2.69K
$385K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
353+ 5.38% |
$42.4K - $45.8K
|
6.91K
$990K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
350+ 1.17% |
$42K - $45.4K
|
30.2K
$4.33M
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
350+ 175.0% |
$42K - $45.4K
|
550
$78.8K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
344+ 4.85% |
$41.3K - $44.6K
|
7.44K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
343+ 8.9% |
$41.2K - $44.5K
|
4.2K
$602K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
331+ 2.26% |
$39.7K - $42.9K
|
15K
$2.15M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
314+ 3.98% |
$37.7K - $40.7K
|
8.2K
$1.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
310+ 2.23% |
$37.2K - $40.2K
|
14.2K
$2.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
303+ 3.93% |
$36.4K - $39.3K
|
8.02K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
302+ 3.62% |
$36.2K - $39.2K
|
8.65K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
300+ 23.22% |
$36K - $38.9K
|
1.59K
$228K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
300+ 16.0% |
$36K - $38.9K
|
2.18K
$312K
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
290+ 6.39% |
$34.8K - $37.6K
|
4.83K
$692K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
275+ 5.63% |
$33K - $35.7K
|
5.16K
$739K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
274+ 4.79% |
$32.9K - $35.6K
|
5.99K
$858K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
270+ 2.02% |
$32.4K - $35K
|
13.6K
$1.96M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
266+ 1.47% |
$31.9K - $34.5K
|
18.4K
$2.63M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
263+ 3.71% |
$31.6K - $34.1K
|
7.34K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
262+ 1.98% |
$31.4K - $34K
|
13.5K
$1.93M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
258+ 10.31% |
$31K - $33.5K
|
2.76K
$396K
|
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
257+ 7.03% |
$30.8K - $33.3K
|
3.92K
$561K
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
254+ 8.92% |
$30.5K - $33K
|
3.1K
$444K
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
253+ 1.38% |
$30.4K - $32.8K
|
18.6K
$2.67M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
250New |
$30K - $32.4K
|
250
$35.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
242+ 2.15% |
$29K - $31.4K
|
11.5K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
234New |
$28.1K - $30.4K
|
234
$33.5K
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
228+ 0.7% |
$27.4K - $29.6K
|
32.9K
$4.72M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
221+ 18.03% |
$26.5K - $28.7K
|
1.45K
$207K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
218+ 0.87% |
$26.2K - $28.3K
|
25.3K
$3.63M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
212+ 9.38% |
$25.4K - $27.5K
|
2.47K
$354K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
210+ 2.65% |
$25.2K - $27.2K
|
8.12K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
209+ 5.05% |
$25.1K - $27.1K
|
4.34K
$622K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
200+ 9.3% |
$24K - $26K
|
2.35K
$337K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200+ 2.33% |
$24K - $26K
|
8.77K
$1.26M
|