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 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-875- 6.9% |
$99.1K - $116K
|
11.8K
$1.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-888- 28.09% |
$101K - $117K
|
2.27K
$298K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-900- 5.79% |
$102K - $119K
|
14.6K
$1.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-906- 11.55% |
$103K - $120K
|
6.94K
$911K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-951- 13.43% |
$108K - $126K
|
6.13K
$805K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-967Closed |
$109K - $128K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-975- 2.1% |
$110K - $129K
|
45.5K
$5.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-976- 2.61% |
$110K - $129K
|
36.4K
$4.78M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1K- 16.01% |
$113K - $132K
|
5.25K
$689K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.03K- 16.4% |
$116K - $136K
|
5.23K
$687K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.03K- 5.56% |
$116K - $136K
|
17.5K
$2.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.03K- 5.56% |
$116K - $136K
|
17.5K
$2.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.09K- 3.05% |
$123K - $143K
|
34.5K
$4.52M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-1.1K- 0.44% |
$124K - $145K
|
247K
$32.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.1K- 2.06% |
$124K - $145K
|
52.3K
$6.87M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-1.1KClosed |
$125K - $145K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-1.1K- 15.94% |
$125K - $145K
|
5.8K
$761K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-1.12K- 22.41% |
$127K - $148K
|
3.88K
$509K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 32.99% |
$127K - $148K
|
2.28K
$299K
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.13K- 4.78% |
$128K - $149K
|
22.5K
$2.95M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.14K- 4.94% |
$129K - $150K
|
21.9K
$2.88M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.21K- 4.57% |
$137K - $159K
|
25.2K
$3.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.21K- 14.04% |
$137K - $160K
|
7.4K
$971K
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.23K- 3.0% |
$139K - $163K
|
39.7K
$5.21M
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.3K- 5.86% |
$147K - $171K
|
20.9K
$2.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.3K- 8.02% |
$147K - $172K
|
14.9K
$1.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.38K- 11.13% |
$157K - $183K
|
11.1K
$1.45M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.4K- 99.29% |
$159K - $185K
|
10
$1.31K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.44K- 8.62% |
$163K - $190K
|
15.3K
$2M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.49K- 2.49% |
$168K - $196K
|
58.1K
$7.63M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.49KClosed |
$169K - $197K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.55K- 3.95% |
$176K - $205K
|
37.7K
$4.96M
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-1.56KClosed |
$177K - $207K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.58K- 2.47% |
$179K - $208K
|
62.2K
$8.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.58KClosed |
$179K - $208K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.58KClosed |
$179K - $209K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.59KClosed |
$180K - $210K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.59K- 18.79% |
$180K - $210K
|
6.87K
$902K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.6KClosed |
$181K - $211K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-1.6KClosed |
$181K - $211K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.6KClosed |
$181K - $212K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-1.61KClosed |
$182K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.61KClosed |
$182K - $213K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-1.61KClosed |
$183K - $213K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.62KClosed |
$183K - $214K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.62KClosed |
$184K - $214K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Searle & Co.
|
SELL
|
- |
-1.63KClosed |
$184K - $215K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.63KClosed |
$185K - $215K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-1.63KClosed |
$185K - $215K
|
0
$0
|
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.64KClosed |
$185K - $216K
|
0
$0
|