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 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
345+ 2.56% |
$39.1K - $45.6K
|
13.8K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
342+ 7.29% |
$38.7K - $45.2K
|
5.04K
$665K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
335+ 67.4% |
$37.9K - $44.3K
|
832
$110K
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
329+ 0.44% |
$37.2K - $43.5K
|
74.3K
$9.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
322+ 18.68% |
$36.5K - $42.5K
|
2.05K
$270K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
316+ 9.76% |
$35.8K - $41.8K
|
3.55K
$469K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
315+ 16.1% |
$35.7K - $41.6K
|
2.27K
$300K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
300+ 12.14% |
$34K - $39.6K
|
2.77K
$366K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
300+ 9.58% |
$34K - $39.6K
|
3.43K
$453K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
290+ 4.63% |
$32.8K - $38.3K
|
6.55K
$864K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
285+ 0.24% |
$32.3K - $37.7K
|
120K
$15.9M
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
284+ 4.85% |
$32.2K - $37.5K
|
6.14K
$811K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
282+ 3.2% |
$31.9K - $37.3K
|
9.11K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
278+ 4.57% |
$31.5K - $36.7K
|
6.36K
$839K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
272+ 0.6% |
$30.8K - $35.9K
|
45.4K
$5.98M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
264+ 4.72% |
$29.9K - $34.9K
|
5.85K
$772K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
261+ 5.8% |
$29.5K - $34.5K
|
4.76K
$628K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
259+ 8.73% |
$29.3K - $34.2K
|
3.23K
$426K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
254+ 7.72% |
$28.8K - $33.6K
|
3.54K
$468K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
250+ 12.32% |
$28.3K - $33K
|
2.28K
$301K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
250+ 6.57% |
$28.3K - $33K
|
4.06K
$535K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
250New |
$28.3K - $33K
|
250
$33K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
247+ 4.06% |
$28K - $32.6K
|
6.32K
$834K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
243+ 1.26% |
$27.5K - $32.1K
|
19.5K
$2.57M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
241+ 0.94% |
$27.3K - $31.8K
|
25.9K
$3.42M
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
BUY
|
- |
240+ 10.21% |
$27.2K - $31.7K
|
2.59K
$342K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
240+ 9.44% |
$27.2K - $31.7K
|
2.78K
$367K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
234+ 4.45% |
$26.5K - $30.9K
|
5.49K
$724K
|
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
232+ 11.3% |
$26.3K - $30.7K
|
2.29K
$302K
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
228+ 4.5% |
$25.8K - $30.1K
|
5.3K
$699K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
218+ 1.46% |
$24.7K - $28.8K
|
15.2K
$2.01M
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
203+ 9.13% |
$23K - $26.8K
|
2.43K
$320K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
200+ 10.35% |
$22.6K - $26.4K
|
2.13K
$281K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
200+ 4.6% |
$22.6K - $26.4K
|
4.54K
$600K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
199+ 10.14% |
$22.5K - $26.3K
|
2.16K
$285K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
196+ 2.59% |
$22.2K - $25.9K
|
7.77K
$1.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
187+ 5.9% |
$21.2K - $24.7K
|
3.36K
$443K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
182+ 0.91% |
$20.6K - $24K
|
20.1K
$2.65M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
180+ 0.12% |
$20.4K - $23.8K
|
152K
$20.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
180+ 2.5% |
$20.4K - $23.8K
|
7.37K
$972K
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
180+ 3.02% |
$20.4K - $23.8K
|
6.14K
$810K
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
178+ 1.0% |
$20.2K - $23.5K
|
18K
$2.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
168+ 6.72% |
$19K - $22.2K
|
2.67K
$352K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
167+ 2.32% |
$18.9K - $22.1K
|
7.36K
$971K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
166+ 1.14% |
$18.8K - $21.9K
|
14.7K
$1.94M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
165+ 3.53% |
$18.7K - $21.8K
|
4.84K
$639K
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
161+ 0.93% |
$18.2K - $21.3K
|
17.4K
$2.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
159+ 1.28% |
$18K - $21K
|
12.6K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
155+ 155.0% |
$17.5K - $20.5K
|
255
$33.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
153+ 8.28% |
$17.3K - $20.2K
|
2K
$264K
|