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 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9.81K+ 4.67% |
$1.11M - $1.3M
|
220K
$29M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
9.64KNew |
$1.09M - $1.27M
|
9.64K
$1.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.54K+ 3.85% |
$1.08M - $1.26M
|
257K
$33.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.33K+ 6.35% |
$1.06M - $1.23M
|
156K
$20.6M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.12K+ 42.11% |
$1.03M - $1.21M
|
30.8K
$4.06M
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8.89KNew |
$1.01M - $1.18M
|
8.89K
$1.17M
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
8.84KNew |
$1M - $1.17M
|
8.84K
$1.17M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.56K+ 7.93% |
$969K - $1.13M
|
117K
$15.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.19K+ 20.8% |
$927K - $1.08M
|
47.6K
$6.28M
|
|
|
Aug 16, 2022
Q2 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
8.17K+ 23.3% |
$925K - $1.08M
|
43.2K
$5.71M
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
8.09KNew |
$916K - $1.07M
|
8.09K
$1.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
8.04K+ 412.63% |
$910K - $1.06M
|
9.99K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.82K+ 41.96% |
$885K - $1.03M
|
26.5K
$3.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.59K+ 65.36% |
$859K - $1M
|
19.2K
$2.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
7.57KNew |
$857K - $1M
|
7.57K
$999K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.39K+ 12.49% |
$837K - $977K
|
66.6K
$8.78M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenfield Savings Bank
|
BUY
|
- |
7.29KNew |
$826K - $964K
|
7.29K
$962K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.21K+ 132.95% |
$816K - $953K
|
12.6K
$1.67M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.01K+ 11.4% |
$793K - $926K
|
68.5K
$9.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.98KNew |
$790K - $922K
|
6.98K
$921K
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.78K+ 230.46% |
$768K - $896K
|
9.72K
$1.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.59K+ 7.22% |
$746K - $871K
|
97.9K
$12.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
6.47K+ 9.23% |
$732K - $855K
|
76.6K
$10.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.44K+ 25.72% |
$729K - $851K
|
31.5K
$4.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
6.29K+ 32.72% |
$712K - $831K
|
25.5K
$3.37M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.16K+ 58.11% |
$697K - $814K
|
16.8K
$2.21M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.12K+ 6.95% |
$692K - $808K
|
94.2K
$12.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.93K+ 1.69% |
$672K - $784K
|
356K
$47M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.85K+ 7.33% |
$663K - $773K
|
85.7K
$11.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.79K+ 21.41% |
$656K - $765K
|
32.8K
$4.33M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.62K+ 24.34% |
$636K - $742K
|
28.7K
$3.79M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
5.5K+ 55.1% |
$622K - $727K
|
15.5K
$2.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.29K+ 4.09% |
$599K - $699K
|
135K
$17.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.12K+ 26.08% |
$579K - $676K
|
24.7K
$3.26M
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.1K+ 16.52% |
$577K - $673K
|
35.9K
$4.74M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.93K+ 22.47% |
$558K - $652K
|
26.9K
$3.55M
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.68K+ 410.71% |
$530K - $618K
|
5.82K
$768K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.51K+ 26.18% |
$511K - $596K
|
21.8K
$2.87M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
4.47K+ 17.45% |
$506K - $591K
|
30.1K
$3.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.38KNew |
$495K - $578K
|
4.38K
$577K
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.23K+ 12.93% |
$479K - $559K
|
36.9K
$4.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.18K+ 249.17% |
$473K - $552K
|
5.86K
$773K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.08K+ 87.19% |
$462K - $539K
|
8.75K
$1.15M
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.03K+ 8.66% |
$456K - $532K
|
50.5K
$6.66M
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4.02K+ 1.79% |
$455K - $531K
|
229K
$30.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.02K+ 1243.03% |
$455K - $531K
|
4.34K
$572K
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4KNew |
$453K - $529K
|
4K
$528K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.95K+ 4.02% |
$447K - $522K
|
102K
$13.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.95K+ 5.16% |
$447K - $522K
|
80.4K
$10.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.92K+ 38.92% |
$444K - $518K
|
14K
$1.85M
|