Purchases and Sales Made in Q2 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
46+ 10.38% |
$5.21K - $6.08K
|
489
$64.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45New |
$5.09K - $5.95K
|
45
$5.91K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
43New |
$4.87K - $5.68K
|
43
$5.65K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
41+ 0.61% |
$4.64K - $5.42K
|
6.77K
$889K
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
40+ 0.76% |
$4.53K - $5.29K
|
5.29K
$694K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38+ 0.23% |
$4.3K - $5.02K
|
16.5K
$2.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
37+ 0.02% |
$4.19K - $4.89K
|
191K
$25.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
36+ 0.22% |
$4.08K - $4.76K
|
16.4K
$2.15M
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
34+ 0.59% |
$3.85K - $4.49K
|
5.77K
$758K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33+ 0.42% |
$3.74K - $4.36K
|
7.81K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
32+ 1.34% |
$3.62K - $4.23K
|
2.41K
$317K
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
30+ 0.73% |
$3.4K - $3.96K
|
4.12K
$541K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
30+ 0.75% |
$3.4K - $3.96K
|
4.04K
$530K
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
27+ 0.51% |
$3.06K - $3.57K
|
5.33K
$700K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
26New |
$2.94K - $3.44K
|
26
$3.41K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26+ 0.38% |
$2.94K - $3.44K
|
6.94K
$911K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.86% |
$2.83K - $3.3K
|
2.92K
$384K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
22+ 0.31% |
$2.49K - $2.91K
|
7.1K
$933K
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22+ 0.72% |
$2.49K - $2.91K
|
3.06K
$402K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20+ 0.61% |
$2.26K - $2.64K
|
3.27K
$430K
|
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
18+ 0.46% |
$2.04K - $2.38K
|
3.93K
$516K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 0.65% |
$2.04K - $2.38K
|
2.78K
$365K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 0.09% |
$2.04K - $2.38K
|
20.2K
$2.65M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18+ 0.58% |
$2.04K - $2.38K
|
3.12K
$409K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.61% |
$1.92K - $2.25K
|
2.82K
$370K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.19% |
$1.81K - $2.11K
|
8.45K
$1.11M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.13% |
$1.81K - $2.11K
|
12.7K
$1.67M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16+ 0.75% |
$1.81K - $2.11K
|
2.15K
$283K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15New |
$1.7K - $1.98K
|
15
$1.97K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.1% |
$1.58K - $1.85K
|
13.8K
$1.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
14+ 0.46% |
$1.58K - $1.85K
|
3.04K
$399K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
13+ 0.74% |
$1.47K - $1.72K
|
1.76K
$231K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
13+ 0.76% |
$1.47K - $1.72K
|
1.72K
$226K
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
13+ 0.77% |
$1.47K - $1.72K
|
1.71K
$224K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 0.52% |
$1.47K - $1.72K
|
2.51K
$329K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
13+ 0.39% |
$1.47K - $1.72K
|
3.37K
$443K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
12+ 0.52% |
$1.36K - $1.59K
|
2.31K
$303K
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
12+ 0.02% |
$1.36K - $1.59K
|
64.8K
$8.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
11+ 0.36% |
$1.25K - $1.45K
|
3.1K
$407K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11+ 0.08% |
$1.25K - $1.45K
|
14K
$1.83M
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
BUY
|
- |
10+ 0.07% |
$1.13K - $1.32K
|
15.4K
$2.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.04% |
$1.02K - $1.19K
|
24.9K
$3.27M
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
8+ 0.13% |
$906 - $1.06K
|
6.02K
$790K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.21% |
$792 - $925
|
3.36K
$441K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.04% |
$792 - $925
|
18.5K
$2.43M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.06% |
$792 - $925
|
11.9K
$1.56M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
7+ 0.38% |
$792 - $925
|
1.84K
$241K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.12% |
$679 - $793
|
5.08K
$667K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
6+ 0.27% |
$679 - $793
|
2.23K
$293K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.19% |
$566 - $661
|
2.64K
$346K
|