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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8+ 0.08% |
$858 - $1.02K
|
9.89K
$1.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.34% |
$858 - $1.02K
|
2.39K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.46% |
$858 - $1.02K
|
1.76K
$234K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.12% |
$751 - $894
|
5.83K
$773K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
6+ 0.04% |
$643 - $766
|
13.4K
$1.77M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6New |
$643 - $766
|
6
$796
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.09% |
$536 - $639
|
5.44K
$722K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.07% |
$536 - $639
|
6.78K
$900K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.53% |
$536 - $639
|
950
$126K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.46% |
$429 - $511
|
865
$115K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.45% |
$429 - $511
|
279
$37K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3+ 0.05% |
$322 - $383
|
6.55K
$870K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
3+ 0.13% |
$322 - $383
|
2.31K
$306K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.04% |
$322 - $383
|
7.77K
$1.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$214 - $255
|
7.4K
$983K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
2+ 0.01% |
$214 - $255
|
15.5K
$2.06M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2+ 0.05% |
$214 - $255
|
4.29K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.01% |
$214 - $255
|
14.9K
$1.98M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.01% |
$214 - $255
|
24.6K
$3.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.07% |
$214 - $255
|
3.06K
$406K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 20.0% |
$214 - $255
|
12
$1.59K
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2+ 0.1% |
$214 - $255
|
1.98K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.1% |
$214 - $255
|
2.1K
$279K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.01% |
$107 - $128
|
8.83K
$1.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$107 - $128
|
2.26K
$300K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 2.22% |
$107 - $128
|
46
$6.11K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.81% |
$107 - $128
|
125
$16.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$107 - $128
|
3.43K
$456K
|
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$107 - $128
|
8.97K
$1.19M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$107 - $128
|
7.77K
$1.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 1.35% |
$107 - $128
|
75
$9.96K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.2% |
$107 - $128
|
488
$64.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-2- 0.36% |
$214 - $255
|
546
$72.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-4- 0.03% |
$429 - $511
|
14.6K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5- 0.02% |
$536 - $639
|
26.9K
$3.57M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-6- 0.16% |
$643 - $766
|
3.84K
$509K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6- 0.04% |
$643 - $766
|
13.7K
$1.82M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7- 0.5% |
$751 - $894
|
1.4K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-9- 0.2% |
$965 - $1.15K
|
4.52K
$600K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9- 1.6% |
$965 - $1.15K
|
552
$73.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-9- 0.12% |
$965 - $1.15K
|
7.39K
$981K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-10- 0.21% |
$1.07K - $1.28K
|
4.65K
$617K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.46% |
$1.07K - $1.28K
|
2.15K
$286K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11- 0.04% |
$1.18K - $1.4K
|
25.9K
$3.44M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-11- 1.3% |
$1.18K - $1.4K
|
837
$111K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-13- 0.6% |
$1.39K - $1.66K
|
2.14K
$284K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-13- 0.15% |
$1.39K - $1.66K
|
8.55K
$1.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-14- 0.45% |
$1.5K - $1.79K
|
3.13K
$415K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-14- 0.06% |
$1.5K - $1.79K
|
21.9K
$2.91M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-14- 0.53% |
$1.5K - $1.79K
|
2.63K
$349K
|