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 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-15- 0.74% |
$1.7K - $1.98K
|
2.01K
$264K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-16- 1.08% |
$1.81K - $2.11K
|
1.47K
$193K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-17- 0.31% |
$1.92K - $2.25K
|
5.44K
$714K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-19- 0.84% |
$2.15K - $2.51K
|
2.26K
$296K
|
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-20- 0.43% |
$2.26K - $2.64K
|
4.59K
$602K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-21- 0.78% |
$2.38K - $2.77K
|
2.67K
$350K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-21- 1.1% |
$2.38K - $2.77K
|
1.9K
$249K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-25- 1.57% |
$2.83K - $3.3K
|
1.57K
$206K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-25- 2.96% |
$2.83K - $3.3K
|
821
$108K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-27Closed |
$3.06K - $3.57K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-30- 0.36% |
$3.4K - $3.96K
|
8.3K
$1.09M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-31- 0.41% |
$3.51K - $4.1K
|
7.61K
$1M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-33- 0.37% |
$3.74K - $4.36K
|
8.92K
$1.17M
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-33- 1.3% |
$3.74K - $4.36K
|
2.51K
$329K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-35- 1.13% |
$3.96K - $4.62K
|
3.08K
$404K
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-39- 0.82% |
$4.42K - $5.15K
|
4.73K
$621K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-42- 1.06% |
$4.75K - $5.55K
|
3.92K
$515K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-45- 0.63% |
$5.09K - $5.95K
|
7.11K
$934K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-46- 0.28% |
$5.21K - $6.08K
|
16.5K
$2.17M
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-47- 0.46% |
$5.32K - $6.21K
|
10.1K
$1.33M
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-47- 0.35% |
$5.32K - $6.21K
|
13.5K
$1.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-47- 3.15% |
$5.32K - $6.21K
|
1.44K
$189K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-48- 50.0% |
$5.43K - $6.34K
|
48
$6.3K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-50- 0.22% |
$5.66K - $6.61K
|
22.6K
$2.97M
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-50- 7.41% |
$5.66K - $6.61K
|
625
$82.1K
|
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-51- 34.0% |
$5.77K - $6.74K
|
99
$13K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-54- 2.43% |
$6.11K - $7.14K
|
2.17K
$285K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-58- 0.54% |
$6.57K - $7.66K
|
10.6K
$1.39M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-59- 0.31% |
$6.68K - $7.8K
|
19.3K
$2.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-59- 10.71% |
$6.68K - $7.8K
|
492
$64.6K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-60- 0.49% |
$6.79K - $7.93K
|
12.3K
$1.61M
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-62- 3.05% |
$7.02K - $8.19K
|
1.97K
$259K
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-64- 3.4% |
$7.25K - $8.46K
|
1.82K
$239K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-66- 0.98% |
$7.47K - $8.72K
|
6.7K
$880K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-67- 1.15% |
$7.59K - $8.85K
|
5.77K
$758K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-69- 11.31% |
$7.81K - $9.12K
|
541
$71K
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-70- 3.42% |
$7.92K - $9.25K
|
1.98K
$259K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-70- 5.09% |
$7.92K - $9.25K
|
1.31K
$171K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-80- 2.22% |
$9.06K - $10.6K
|
3.52K
$462K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-81- 2.95% |
$9.17K - $10.7K
|
2.67K
$350K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-82- 0.06% |
$9.28K - $10.8K
|
146K
$19.2M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-83- 0.71% |
$9.4K - $11K
|
11.6K
$1.52M
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-85- 1.73% |
$9.62K - $11.2K
|
4.84K
$635K
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
SELL
|
- |
-86- 4.39% |
$9.74K - $11.4K
|
1.87K
$246K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-91- 0.59% |
$10.3K - $12K
|
15.2K
$2M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-95- 3.72% |
$10.8K - $12.6K
|
2.46K
$323K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-95Closed |
$10.8K - $12.6K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-97- 0.23% |
$11K - $12.8K
|
42.8K
$5.61M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-99- 0.28% |
$11.2K - $13.1K
|
35.2K
$4.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-100- 1.65% |
$11.3K - $13.2K
|
5.96K
$783K
|