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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-100- 3.16% |
$11.3K - $13.2K
|
3.06K
$402K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-100- 2.88% |
$11.3K - $13.2K
|
3.38K
$443K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-100- 0.41% |
$11.3K - $13.2K
|
24.3K
$3.19M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-100- 1.03% |
$11.3K - $13.2K
|
9.59K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-109- 2.15% |
$12.3K - $14.4K
|
4.96K
$651K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-110- 4.71% |
$12.5K - $14.5K
|
2.23K
$292K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-114Closed |
$12.9K - $15.1K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-114- 1.25% |
$12.9K - $15.1K
|
8.99K
$1.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-121- 1.45% |
$13.7K - $16K
|
8.24K
$1.08M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-121- 1.04% |
$13.7K - $16K
|
11.6K
$1.52M
|
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-123- 0.86% |
$13.9K - $16.3K
|
14.2K
$1.86M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-124- 0.24% |
$14K - $16.4K
|
51K
$6.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-125- 0.77% |
$14.2K - $16.5K
|
16.1K
$2.12M
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-125- 2.98% |
$14.2K - $16.5K
|
4.07K
$534K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-127- 1.05% |
$14.4K - $16.8K
|
12K
$1.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-128- 0.27% |
$14.5K - $16.9K
|
47.5K
$6.23M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-129- 2.17% |
$14.6K - $17K
|
5.83K
$765K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-130- 3.87% |
$14.7K - $17.2K
|
3.23K
$424K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-132- 2.24% |
$14.9K - $17.4K
|
5.76K
$756K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-133- 0.74% |
$15.1K - $17.6K
|
17.7K
$2.33M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-135- 1.54% |
$15.3K - $17.8K
|
8.64K
$1.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-135- 1.54% |
$15.3K - $17.8K
|
8.64K
$1.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-136- 2.47% |
$15.4K - $18K
|
5.37K
$705K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-139- 6.11% |
$15.7K - $18.4K
|
2.14K
$280K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-147- 3.0% |
$16.6K - $19.4K
|
4.76K
$625K
|
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-149- 1.74% |
$16.9K - $19.7K
|
8.4K
$1.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-149- 14.9% |
$16.9K - $19.7K
|
851
$112K
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
SELL
|
- |
-150- 4.32% |
$17K - $19.8K
|
3.32K
$436K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-152- 1.46% |
$17.2K - $20.1K
|
10.3K
$1.35M
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-155- 4.22% |
$17.5K - $20.5K
|
3.52K
$462K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-161- 7.99% |
$18.2K - $21.3K
|
1.86K
$244K
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-162- 4.29% |
$18.3K - $21.4K
|
3.61K
$474K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-166- 2.41% |
$18.8K - $21.9K
|
6.71K
$881K
|
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-168- 7.5% |
$19K - $22.2K
|
2.07K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-169- 0.91% |
$19.1K - $22.3K
|
18.5K
$2.43M
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-170- 2.38% |
$19.2K - $22.5K
|
6.98K
$917K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-172- 2.87% |
$19.5K - $22.7K
|
5.82K
$764K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-175- 0.94% |
$19.8K - $23.1K
|
18.4K
$2.41M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-183- 1.27% |
$20.7K - $24.2K
|
14.2K
$1.86M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-184- 26.59% |
$20.8K - $24.3K
|
508
$66.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-190- 1.45% |
$21.5K - $25.1K
|
12.9K
$1.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-190- 6.66% |
$21.5K - $25.1K
|
2.66K
$349K
|
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-191- 1.09% |
$21.6K - $25.2K
|
17.3K
$2.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-194- 4.44% |
$22K - $25.6K
|
4.18K
$548K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-200- 8.68% |
$22.6K - $26.4K
|
2.11K
$276K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 86.96% |
$22.6K - $26.4K
|
30
$3.94K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-204- 9.54% |
$23.1K - $27K
|
1.93K
$254K
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-205- 6.52% |
$23.2K - $27.1K
|
2.94K
$386K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-210- 9.97% |
$23.8K - $27.7K
|
1.9K
$249K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-210Closed |
$23.8K - $27.7K
|
0
$0
|