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 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-450- 2.84% |
$50.9K - $59.5K
|
15.4K
$2.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-458- 0.99% |
$51.9K - $60.5K
|
45.9K
$6.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-460- 2.81% |
$52.1K - $60.8K
|
15.9K
$2.09M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-461- 1.04% |
$52.2K - $60.9K
|
44K
$5.78M
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-477- 13.73% |
$54K - $63K
|
3K
$393K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-479- 7.07% |
$54.2K - $63.3K
|
6.29K
$826K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-486- 8.9% |
$55K - $64.2K
|
4.98K
$653K
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-490- 1.22% |
$55.5K - $64.7K
|
39.8K
$5.22M
|
|
|
Jul 12, 2022
Q2 2022
|
Grassi Investment Management
|
SELL
|
- |
-494- 8.47% |
$55.9K - $65.3K
|
5.34K
$701K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-499- 11.11% |
$56.5K - $65.9K
|
3.99K
$524K
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-500- 19.96% |
$56.6K - $66.1K
|
2.01K
$263K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-501- 4.36% |
$56.7K - $66.2K
|
11K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-513- 3.61% |
$58.1K - $67.8K
|
13.7K
$1.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-520Closed |
$58.9K - $68.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-524- 2.76% |
$59.3K - $69.2K
|
18.5K
$2.42M
|
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-527- 2.22% |
$59.7K - $69.6K
|
23.2K
$3.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-551- 3.0% |
$62.4K - $72.8K
|
17.8K
$2.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-552- 1.71% |
$62.5K - $72.9K
|
31.8K
$4.17M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-555- 5.48% |
$62.8K - $73.3K
|
9.58K
$1.26M
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-581- 74.68% |
$65.8K - $76.8K
|
197
$25.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-591- 4.73% |
$66.9K - $78.1K
|
11.9K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-597- 5.33% |
$67.6K - $78.9K
|
10.6K
$1.39M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-598- 3.46% |
$67.7K - $79K
|
16.7K
$2.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-615- 2.5% |
$69.6K - $81.3K
|
24K
$3.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-635- 4.02% |
$71.9K - $83.9K
|
15.2K
$1.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-638- 7.96% |
$72.2K - $84.3K
|
7.38K
$969K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-643- 0.72% |
$72.8K - $85K
|
88.7K
$11.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-656- 2.64% |
$74.3K - $86.7K
|
24.2K
$3.17M
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-665- 23.51% |
$75.3K - $87.9K
|
2.16K
$284K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-692- 22.07% |
$78.3K - $91.4K
|
2.44K
$321K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-708- 3.12% |
$80.2K - $93.6K
|
22K
$2.89M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-715- 12.28% |
$80.9K - $94.5K
|
5.11K
$671K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-725- 12.05% |
$82.1K - $95.8K
|
5.29K
$695K
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-742- 20.49% |
$84K - $98K
|
2.88K
$378K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-746- 23.15% |
$84.5K - $98.6K
|
2.48K
$325K
|
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-747- 8.14% |
$84.6K - $98.7K
|
8.43K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-747- 2.06% |
$84.6K - $98.7K
|
35.6K
$4.67M
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-750- 17.18% |
$84.9K - $99.1K
|
3.62K
$475K
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-750- 5.79% |
$84.9K - $99.1K
|
12.2K
$1.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-772- 1.36% |
$87.4K - $102K
|
56.1K
$7.37M
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-777- 18.72% |
$88K - $103K
|
3.37K
$443K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-790- 2.06% |
$89.4K - $104K
|
37.6K
$4.94M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-790- 2.06% |
$89.4K - $104K
|
37.6K
$4.94M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-800- 4.99% |
$90.6K - $106K
|
15.2K
$2M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-804- 16.04% |
$91K - $106K
|
4.21K
$552K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-821- 6.51% |
$92.9K - $108K
|
11.8K
$1.55M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-823- 2.63% |
$93.2K - $109K
|
30.5K
$4M
|
|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-830- 7.1% |
$94K - $110K
|
10.9K
$1.43M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-850- 4.07% |
$96.2K - $112K
|
20K
$2.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-860- 12.86% |
$97.4K - $114K
|
5.83K
$765K
|