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 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
36.2K+ 1.57% |
$4.1M - $4.78M
|
2.34M
$309M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35K+ 58.62% |
$3.97M - $4.63M
|
94.8K
$12.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
34.2KNew |
$3.87M - $4.51M
|
34.2K
$4.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
33.2KNew |
$3.76M - $4.39M
|
33.2K
$4.38M
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
32K+ 183.16% |
$3.62M - $4.23M
|
49.5K
$6.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
31.1K+ 29.05% |
$3.52M - $4.1M
|
138K
$18.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.4K+ 24.69% |
$3.44M - $4.01M
|
153K
$20.2M
|
|
|
Jul 07, 2022
Q2 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
30.3KNew |
$3.43M - $4.01M
|
30.3K
$4M
|
|
|
Aug 12, 2022
Q2 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
27.3K+ 552.57% |
$3.09M - $3.6M
|
32.2K
$4.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
24.7KNew |
$2.79M - $3.26M
|
24.7K
$3.25M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23K+ 4019.37% |
$2.61M - $3.04M
|
23.6K
$3.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.2K+ 86.93% |
$2.52M - $2.94M
|
47.8K
$6.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
22K+ 9.72% |
$2.49M - $2.9M
|
248K
$32.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21.1K+ 2820.03% |
$2.39M - $2.79M
|
21.9K
$2.89M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
21.1K+ 1.4% |
$2.39M - $2.79M
|
1.52M
$201M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.1KNew |
$2.28M - $2.66M
|
20.1K
$2.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20.1K+ 6.21% |
$2.28M - $2.66M
|
344K
$45.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
19.4KNew |
$2.19M - $2.56M
|
19.4K
$2.56M
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
19.2K+ 321.61% |
$2.18M - $2.54M
|
25.2K
$3.33M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
18.8K+ 6.34% |
$2.13M - $2.49M
|
316K
$41.6M
|
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18.6KNew |
$2.11M - $2.46M
|
18.6K
$2.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.5K+ 66.26% |
$2.1M - $2.45M
|
46.5K
$6.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.5K+ 7.1% |
$2.09M - $2.44M
|
279K
$36.8M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 5.72% |
$2.08M - $2.43M
|
340K
$44.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
17.2K+ 20.78% |
$1.94M - $2.27M
|
99.7K
$13.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
16.9K+ 43.29% |
$1.91M - $2.23M
|
55.9K
$7.37M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 2.7% |
$1.85M - $2.16M
|
620K
$81.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
16.3K+ 48.46% |
$1.84M - $2.15M
|
49.9K
$6.58M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.9K+ 34.72% |
$1.69M - $1.97M
|
57.9K
$7.64M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14K+ 19.45% |
$1.59M - $1.85M
|
86.1K
$11.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14K+ 41.86% |
$1.58M - $1.85M
|
47.3K
$6.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
13.6K+ 157.14% |
$1.54M - $1.8M
|
22.2K
$2.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
13.5K+ 72.19% |
$1.53M - $1.78M
|
32.2K
$4.25M
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
13K+ 22.23% |
$1.47M - $1.72M
|
71.4K
$9.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.7K+ 5.81% |
$1.43M - $1.67M
|
231K
$30.4M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
11.7KNew |
$1.32M - $1.54M
|
11.7K
$1.54M
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
BUY
|
- |
11.5K+ 701.1% |
$1.3M - $1.52M
|
13.1K
$1.73M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
11.4K+ 37.52% |
$1.3M - $1.51M
|
41.9K
$5.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4K+ 64.02% |
$1.29M - $1.51M
|
29.3K
$3.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.3KNew |
$1.27M - $1.49M
|
11.3K
$1.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.9KNew |
$1.24M - $1.45M
|
10.9K
$1.44M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.9K+ 7.92% |
$1.24M - $1.45M
|
149K
$19.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
10.9K+ 146.18% |
$1.23M - $1.44M
|
18.4K
$2.42M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.9K+ 11.97% |
$1.23M - $1.44M
|
102K
$13.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7K+ 10.42% |
$1.21M - $1.41M
|
113K
$14.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
10.5KNew |
$1.19M - $1.39M
|
10.5K
$1.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4K+ 81.01% |
$1.17M - $1.37M
|
23.2K
$3.06M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
10.3KNew |
$1.16M - $1.36M
|
10.3K
$1.36M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
10.1K+ 88.97% |
$1.14M - $1.33M
|
21.4K
$2.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.83K+ 25.36% |
$1.11M - $1.3M
|
48.6K
$6.41M
|