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
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
205+ 1.39% |
$22K - $26.2K
|
15K
$1.98M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
204+ 136.0% |
$21.9K - $26.1K
|
354
$46.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
202+ 1.57% |
$21.7K - $25.8K
|
13K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
201+ 1.81% |
$21.6K - $25.7K
|
11.3K
$1.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
200+ 5.13% |
$21.4K - $25.5K
|
4.1K
$540K
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
200+ 4.0% |
$21.4K - $25.5K
|
5.2K
$686K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
200+ 44.44% |
$21.4K - $25.5K
|
650
$85.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
200+ 5.03% |
$21.4K - $25.5K
|
4.18K
$551K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
200+ 4.59% |
$21.4K - $25.5K
|
4.56K
$602K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
194+ 0.86% |
$20.8K - $24.8K
|
22.8K
$3.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
193+ 1.17% |
$20.7K - $24.6K
|
16.7K
$2.2M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
185+ 9.76% |
$19.8K - $23.6K
|
2.08K
$275K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
184+ 8.91% |
$19.7K - $23.5K
|
2.25K
$297K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
184+ 0.8% |
$19.7K - $23.5K
|
23.1K
$3.05M
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
180+ 33.96% |
$19.3K - $23K
|
710
$93.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
180+ 1.18% |
$19.3K - $23K
|
15.4K
$2.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
175+ 1.8% |
$18.8K - $22.3K
|
9.9K
$1.31M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
BUY
|
- |
170+ 2.87% |
$18.2K - $21.7K
|
6.09K
$804K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
170+ 1.68% |
$18.2K - $21.7K
|
10.3K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
170+ 1.51% |
$18.2K - $21.7K
|
11.4K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
167+ 0.76% |
$17.9K - $21.3K
|
22.2K
$2.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
164+ 0.87% |
$17.6K - $20.9K
|
19K
$2.51M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
156+ 4.29% |
$16.7K - $19.9K
|
3.79K
$500K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
147+ 0.79% |
$15.8K - $18.8K
|
18.7K
$2.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
142+ 12.09% |
$15.2K - $18.1K
|
1.32K
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
126+ 0.79% |
$13.5K - $16.1K
|
16K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
122+ 1.07% |
$13.1K - $15.6K
|
11.6K
$1.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
120+ 0.98% |
$12.9K - $15.3K
|
12.4K
$1.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
120+ 2.64% |
$12.9K - $15.3K
|
4.66K
$615K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
118+ 2.85% |
$12.7K - $15.1K
|
4.25K
$561K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
116+ 0.82% |
$12.4K - $14.8K
|
14.2K
$1.87M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
115+ 1.17% |
$12.3K - $14.7K
|
9.97K
$1.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
109+ 1.21% |
$11.7K - $13.9K
|
9.12K
$1.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
108+ 5.58% |
$11.6K - $13.8K
|
2.04K
$269K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 11.44% |
$10.7K - $12.8K
|
974
$129K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100+ 3.27% |
$10.7K - $12.8K
|
3.16K
$417K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
100+ 1.04% |
$10.7K - $12.8K
|
9.69K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98+ 1.04% |
$10.5K - $12.5K
|
9.51K
$1.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
92+ 0.8% |
$9.86K - $11.7K
|
11.7K
$1.54M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
86+ 1.17% |
$9.22K - $11K
|
7.45K
$983K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
84+ 1.04% |
$9.01K - $10.7K
|
8.18K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
81+ 1.1% |
$8.68K - $10.3K
|
7.45K
$983K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
81+ 0.1% |
$8.68K - $10.3K
|
81K
$10.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
79+ 11.48% |
$8.47K - $10.1K
|
767
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
74+ 2.22% |
$7.93K - $9.45K
|
3.41K
$450K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
72+ 2.27% |
$7.72K - $9.2K
|
3.25K
$428K
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
71+ 2.73% |
$7.61K - $9.07K
|
2.67K
$352K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
71+ 2.56% |
$7.61K - $9.07K
|
2.84K
$375K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
69+ 1.18% |
$7.4K - $8.81K
|
5.93K
$783K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
66+ 1.14% |
$7.08K - $8.43K
|
5.84K
$770K
|