Purchases and Sales Made in Q3 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
393K+ 59.73% |
$42.1M - $50.2M
|
1.05M
$139M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
355K+ 13.65% |
$38M - $45.3M
|
2.95M
$390M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
320K+ 208.4% |
$34.3M - $40.8M
|
473K
$62.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
252K+ 12.67% |
$27M - $32.2M
|
2.24M
$295M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
211K+ 1257.46% |
$22.6M - $26.9M
|
227K
$30M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
202K+ 20.7% |
$21.6M - $25.8M
|
1.18M
$155M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
160KNew |
$17.2M - $20.5M
|
160K
$21.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
156K+ 7.19% |
$16.7M - $19.9M
|
2.32M
$307M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
147K+ 4.58% |
$15.7M - $18.7M
|
3.35M
$442M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
139K+ 5.93% |
$14.9M - $17.7M
|
2.48M
$327M
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
135KNew |
$14.5M - $17.2M
|
135K
$17.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126K+ 1.27% |
$13.5M - $16M
|
9.98M
$1.32B
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
124KNew |
$13.3M - $15.8M
|
124K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
122KNew |
$13.1M - $15.6M
|
122K
$16.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
118K+ 42.79% |
$12.7M - $15.1M
|
395K
$52.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
107K+ 13.23% |
$11.5M - $13.7M
|
918K
$121M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
93.2K+ 1015.55% |
$9.99M - $11.9M
|
102K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93K+ 8.1% |
$9.97M - $11.9M
|
1.24M
$164M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
87.2K+ 7.19% |
$9.35M - $11.1M
|
1.3M
$172M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.6K+ 4.79% |
$8.42M - $10M
|
1.72M
$227M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
78.1K+ 387.9% |
$8.37M - $9.97M
|
98.2K
$13M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
67K+ 115.26% |
$7.18M - $8.55M
|
125K
$16.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
64.7KNew |
$6.93M - $8.26M
|
64.7K
$8.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
63.9KNew |
$6.85M - $8.15M
|
63.9K
$8.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60.9K+ 25.39% |
$6.53M - $7.78M
|
301K
$39.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
59.6K+ 236.2% |
$6.39M - $7.61M
|
84.8K
$11.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
54.4K+ 8.97% |
$5.83M - $6.94M
|
661K
$87.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
49.2KNew |
$5.28M - $6.29M
|
49.2K
$6.5M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
47.4KNew |
$5.08M - $6.05M
|
47.4K
$6.25M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
47.3K+ 8.35% |
$5.07M - $6.04M
|
613K
$80.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
39.1KNew |
$4.19M - $4.99M
|
39.1K
$5.16M
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
37.9KNew |
$4.06M - $4.84M
|
37.9K
$5M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.9K+ 9.21% |
$4.06M - $4.84M
|
449K
$59.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
32.8K+ 310.23% |
$3.52M - $4.19M
|
43.4K
$5.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.8K+ 11.68% |
$3.51M - $4.18M
|
313K
$41.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
32K+ 63.21% |
$3.43M - $4.09M
|
82.7K
$10.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.9K+ 137.53% |
$3.42M - $4.07M
|
55K
$7.26M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
29.7K+ 23.32% |
$3.18M - $3.79M
|
157K
$20.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
28.7KNew |
$3.08M - $3.67M
|
28.7K
$3.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
28.5K+ 66.3% |
$3.05M - $3.64M
|
71.5K
$9.43M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.9K+ 34.08% |
$2.89M - $3.44M
|
106K
$14M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
25.7KNew |
$2.76M - $3.28M
|
25.7K
$3.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
24.8K+ 22.45% |
$2.66M - $3.17M
|
135K
$17.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.3K+ 4.7% |
$2.61M - $3.11M
|
543K
$71.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
22.3K+ 49.17% |
$2.39M - $2.85M
|
67.7K
$8.93M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
21.7KNew |
$2.32M - $2.77M
|
21.7K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.6K+ 3.78% |
$2.32M - $2.76M
|
593K
$78.2M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21.5K+ 2.23% |
$2.31M - $2.75M
|
985K
$130M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
21.4KNew |
$2.3M - $2.73M
|
21.4K
$2.82M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.4K+ 21.03% |
$2.29M - $2.73M
|
123K
$16.3M
|