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
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
460+ 8.59% |
$49.3K - $58.7K
|
5.81K
$767K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
451+ 21.35% |
$48.4K - $57.6K
|
2.56K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
430+ 5.28% |
$46.1K - $54.9K
|
8.58K
$1.13M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
430+ 3.5% |
$46.1K - $54.9K
|
12.7K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
414+ 0.87% |
$44.4K - $52.9K
|
47.7K
$6.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
408+ 3.26% |
$43.7K - $52.1K
|
12.9K
$1.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
401+ 18.78% |
$43K - $51.2K
|
2.54K
$335K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
396+ 6.8% |
$42.5K - $50.6K
|
6.22K
$821K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
393+ 2.36% |
$42.1K - $50.2K
|
17.1K
$2.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
383+ 7.91% |
$41.1K - $48.9K
|
5.22K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
378+ 0.97% |
$40.5K - $48.3K
|
39.2K
$5.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
372+ 17.73% |
$39.9K - $47.5K
|
2.47K
$326K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
362+ 0.91% |
$38.8K - $46.2K
|
40.1K
$5.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
354+ 7.87% |
$38K - $45.2K
|
4.85K
$640K
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
350+ 14.0% |
$37.5K - $44.7K
|
2.85K
$376K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
339+ 1.94% |
$36.3K - $43.3K
|
17.8K
$2.35M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
339+ 1.94% |
$36.3K - $43.3K
|
17.8K
$2.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
336+ 1.78% |
$36K - $42.9K
|
19.2K
$2.53M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
334+ 1.33% |
$35.8K - $42.7K
|
25.5K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
324New |
$34.7K - $41.4K
|
324
$42.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
324+ 6.7% |
$34.7K - $41.4K
|
5.16K
$681K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
323New |
$34.6K - $41.3K
|
323
$42.6K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
321+ 3.36% |
$34.4K - $41K
|
9.86K
$1.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
312+ 3.84% |
$33.5K - $39.8K
|
8.43K
$1.11M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
311+ 6.03% |
$33.3K - $39.7K
|
5.47K
$721K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
311+ 4.14% |
$33.3K - $39.7K
|
7.83K
$1.03M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
306+ 58.85% |
$32.8K - $39.1K
|
826
$109K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
306+ 0.49% |
$32.8K - $39.1K
|
63.3K
$8.35M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
304+ 12.27% |
$32.6K - $38.8K
|
2.78K
$367K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
303+ 3.16% |
$32.5K - $38.7K
|
9.88K
$1.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
297+ 7.01% |
$31.8K - $37.9K
|
4.53K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
292+ 14.43% |
$31.3K - $37.3K
|
2.32K
$306K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
286+ 5.47% |
$30.7K - $36.5K
|
5.52K
$728K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
282+ 8.5% |
$30.2K - $36K
|
3.6K
$475K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
278+ 2.4% |
$29.8K - $35.5K
|
11.9K
$1.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
277+ 6.22% |
$29.7K - $35.4K
|
4.73K
$624K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
271+ 2.3% |
$29.1K - $34.6K
|
12.1K
$1.59M
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
268+ 3.15% |
$28.7K - $34.2K
|
8.78K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
263+ 1.36% |
$28.2K - $33.6K
|
19.6K
$2.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
262+ 1.45% |
$28.1K - $33.5K
|
18.3K
$2.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
260+ 7.13% |
$27.9K - $33.2K
|
3.91K
$516K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
257+ 5.03% |
$27.6K - $32.8K
|
5.37K
$708K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
254+ 1.75% |
$27.2K - $32.4K
|
14.8K
$1.95M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
249+ 1.67% |
$26.7K - $31.8K
|
15.2K
$2M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
249+ 1.23% |
$26.7K - $31.8K
|
20.5K
$2.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
242+ 27.53% |
$25.9K - $30.9K
|
1.12K
$148K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
227+ 21.62% |
$24.3K - $29K
|
1.28K
$169K
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
225+ 4.21% |
$24.1K - $28.7K
|
5.57K
$734K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
220New |
$23.6K - $28.1K
|
220
$29K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
215+ 0.49% |
$23.1K - $27.5K
|
44K
$5.8M
|