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 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.06% |
$566 - $661
|
8.15K
$1.07M
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
5+ 0.23% |
$566 - $661
|
2.19K
$288K
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.21% |
$566 - $661
|
2.38K
$313K
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.28% |
$566 - $661
|
1.76K
$231K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5+ 0.13% |
$566 - $661
|
3.74K
$491K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.8% |
$453 - $529
|
507
$66.6K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.86% |
$453 - $529
|
469
$61.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
4+ 0.07% |
$453 - $529
|
5.79K
$761K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.19% |
$453 - $529
|
2.07K
$271K
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.86% |
$453 - $529
|
469
$61.6K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3+ 0.16% |
$340 - $396
|
1.84K
$242K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.78% |
$340 - $396
|
386
$50.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3+ 0.05% |
$340 - $396
|
6.64K
$872K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.27% |
$340 - $396
|
1.13K
$148K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.14% |
$340 - $396
|
2.09K
$274K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.32% |
$340 - $396
|
945
$124K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.36% |
$340 - $396
|
833
$109K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.37% |
$226 - $264
|
548
$71.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.23% |
$226 - $264
|
861
$113K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.67% |
$226 - $264
|
300
$39.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.73% |
$226 - $264
|
275
$36.1K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.11% |
$226 - $264
|
1.83K
$240K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 1.64% |
$226 - $264
|
124
$16.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1New |
$113 - $132
|
1
$131
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.01% |
$113 - $132
|
8.83K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1+ 0.05% |
$113 - $132
|
2.1K
$276K
|
|
|
Aug 11, 2022
Q2 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.02% |
$113 - $132
|
5.41K
$710K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $132
|
7.4K
$972K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.01% |
$113 - $132
|
11.1K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$113 - $132
|
14.1K
$1.85M
|
|
|
Aug 05, 2022
Q2 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $132
|
8.97K
$1.18M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$113 - $132
|
4.67K
$614K
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.03% |
$113 - $132
|
3.06K
$401K
|
|
|
Sep 30, 2022
Q2 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.04% |
$113 - $132
|
2.73K
$359K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $132
|
8.57K
$1.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$226 - $264
|
3.67K
$482K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-4- 1.46% |
$453 - $529
|
270
$35.4K
|
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-5- 0.14% |
$566 - $661
|
3.54K
$465K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 5.56% |
$566 - $661
|
85
$11.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-5- 0.12% |
$566 - $661
|
4.24K
$556K
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-10- 0.27% |
$1.13K - $1.32K
|
3.68K
$483K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-12Closed |
$1.36K - $1.59K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-12- 0.25% |
$1.36K - $1.59K
|
4.76K
$625K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-12- 0.15% |
$1.36K - $1.59K
|
7.75K
$1.02M
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-12- 0.28% |
$1.36K - $1.59K
|
4.33K
$569K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13- 0.43% |
$1.47K - $1.72K
|
3.04K
$399K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-14- 0.11% |
$1.58K - $1.85K
|
12.3K
$1.61M
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-14- 0.56% |
$1.58K - $1.85K
|
2.48K
$325K
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-15- 0.46% |
$1.7K - $1.98K
|
3.27K
$430K
|