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 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
3.92KNew |
$443K - $517K
|
3.92K
$517K
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.91K+ 26.22% |
$443K - $517K
|
18.8K
$2.49M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.66KNew |
$415K - $484K
|
3.66K
$483K
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.62KNew |
$409K - $478K
|
3.62K
$477K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.61K+ 34.93% |
$408K - $476K
|
13.9K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.59KNew |
$406K - $474K
|
3.59K
$473K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.57K+ 191.47% |
$404K - $472K
|
5.44K
$717K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$382K - $446K
|
3.37K
$445K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.37K+ 17.26% |
$382K - $446K
|
22.9K
$3.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.35KNew |
$379K - $443K
|
3.35K
$442K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.34KNew |
$378K - $441K
|
3.34K
$440K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.33K+ 150.25% |
$377K - $440K
|
5.55K
$732K
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.33K+ 4.28% |
$377K - $440K
|
81.1K
$10.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3.28K+ 5.89% |
$371K - $433K
|
58.9K
$7.77M
|
|
|
Jul 29, 2022
Q2 2022
|
Af Advisors, Inc.
|
BUY
|
- |
3.25KNew |
$368K - $429K
|
3.25K
$429K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.23KNew |
$365K - $426K
|
3.23K
$426K
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.22KNew |
$365K - $426K
|
3.22K
$425K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 10.4% |
$348K - $407K
|
32.7K
$4.31M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
3.06K+ 679.78% |
$346K - $404K
|
3.51K
$463K
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.03KNew |
$343K - $400K
|
3.03K
$400K
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.02KNew |
$342K - $399K
|
3.02K
$399K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.96K+ 7.41% |
$335K - $391K
|
42.9K
$5.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.95K+ 3.41% |
$334K - $390K
|
89.3K
$11.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.92K+ 24.64% |
$331K - $386K
|
14.8K
$1.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$329K - $383K
|
2.9K
$383K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
2.87K+ 21.06% |
$325K - $380K
|
16.5K
$2.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.8K+ 13.18% |
$317K - $370K
|
24.1K
$3.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 20.04% |
$308K - $360K
|
16.3K
$2.15M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
2.71K+ 101.39% |
$306K - $357K
|
5.37K
$709K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.67K+ 24.69% |
$302K - $352K
|
13.5K
$1.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.66K+ 158.78% |
$301K - $351K
|
4.33K
$572K
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.49KNew |
$281K - $328K
|
2.49K
$328K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.48KNew |
$281K - $328K
|
2.48K
$327K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.42K+ 9.96% |
$274K - $320K
|
26.7K
$3.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.36K+ 58.99% |
$267K - $312K
|
6.36K
$839K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.36K+ 3.3% |
$267K - $311K
|
73.7K
$9.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.35K+ 7.88% |
$266K - $311K
|
32.2K
$4.25M
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$266K - $311K
|
2.35K
$310K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.33K+ 3.96% |
$264K - $308K
|
61.1K
$8.06M
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.32K+ 32.77% |
$262K - $306K
|
9.38K
$1.24M
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.3KNew |
$261K - $304K
|
2.3K
$304K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.3K+ 7.16% |
$260K - $304K
|
34.4K
$4.54M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.25K+ 129.48% |
$255K - $298K
|
3.99K
$527K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2K+ 24.71% |
$248K - $290K
|
11.1K
$1.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.18K+ 22.5% |
$247K - $288K
|
11.9K
$1.57M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.12K+ 4.76% |
$240K - $281K
|
46.8K
$6.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.12KNew |
$240K - $280K
|
2.12K
$279K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.11KNew |
$239K - $279K
|
2.11K
$279K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.1KNew |
$238K - $277K
|
2.1K
$277K
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.09K+ 25.42% |
$237K - $277K
|
10.3K
$1.36M
|