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 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
65+ 1.37% |
$6.97K - $8.3K
|
4.8K
$633K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
65+ 0.09% |
$6.97K - $8.3K
|
70K
$9.24M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
61+ 3.45% |
$6.54K - $7.79K
|
1.83K
$241K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
60+ 35.5% |
$6.43K - $7.66K
|
229
$30.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
60+ 2.81% |
$6.43K - $7.66K
|
2.19K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
57+ 0.73% |
$6.11K - $7.28K
|
7.87K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 0.02% |
$5.9K - $7.02K
|
342K
$45.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
50+ 2.26% |
$5.36K - $6.39K
|
2.26K
$298K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50+ 1.21% |
$5.36K - $6.39K
|
4.17K
$550K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
50+ 2.47% |
$5.36K - $6.39K
|
2.07K
$273K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
41+ 0.77% |
$4.4K - $5.24K
|
5.37K
$709K
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
40+ 1.95% |
$4.29K - $5.11K
|
2.09K
$276K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
40+ 0.49% |
$4.29K - $5.11K
|
8.28K
$1.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
37+ 0.94% |
$3.97K - $4.73K
|
3.96K
$522K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
36New |
$3.86K - $4.6K
|
36
$4.75K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35+ 0.0% |
$3.75K - $4.47K
|
799K
$105M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35+ 0.0% |
$3.75K - $4.47K
|
799K
$105M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
31+ 0.64% |
$3.32K - $3.96K
|
4.88K
$644K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
31New |
$3.32K - $3.96K
|
31
$4.09K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
31+ 0.79% |
$3.32K - $3.96K
|
3.96K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 1.21% |
$3.22K - $3.83K
|
2.5K
$330K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
28+ 0.33% |
$3K - $3.58K
|
8.48K
$1.12M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
27+ 0.19% |
$2.89K - $3.45K
|
14K
$1.84M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26+ 1.21% |
$2.79K - $3.32K
|
2.18K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
26+ 0.52% |
$2.79K - $3.32K
|
5.06K
$668K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26+ 0.18% |
$2.79K - $3.32K
|
14.1K
$1.86M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25+ 1.88% |
$2.68K - $3.19K
|
1.36K
$179K
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
25+ 0.69% |
$2.68K - $3.19K
|
3.65K
$481K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
24+ 0.31% |
$2.57K - $3.07K
|
7.77K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.22% |
$2.57K - $3.07K
|
11.1K
$1.46M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
23+ 0.32% |
$2.47K - $2.94K
|
7.14K
$942K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23+ 0.2% |
$2.47K - $2.94K
|
11.4K
$1.51M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
21+ 0.03% |
$2.25K - $2.68K
|
64.8K
$8.55M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
21+ 0.07% |
$2.25K - $2.68K
|
32.2K
$4.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 4.07% |
$2.14K - $2.55K
|
512
$67.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 0.66% |
$2.14K - $2.55K
|
3.06K
$404K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16+ 0.13% |
$1.72K - $2.04K
|
12.7K
$1.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
15+ 0.39% |
$1.61K - $1.92K
|
3.89K
$514K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
13+ 0.53% |
$1.39K - $1.66K
|
2.46K
$324K
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
12+ 0.61% |
$1.29K - $1.53K
|
1.99K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
11+ 0.22% |
$1.18K - $1.4K
|
5.07K
$668K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11+ 0.07% |
$1.18K - $1.4K
|
16.4K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11+ 0.23% |
$1.18K - $1.4K
|
4.74K
$626K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.12% |
$1.18K - $1.4K
|
9.12K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
10+ 0.12% |
$1.07K - $1.28K
|
8.41K
$1.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.38% |
$1.07K - $1.28K
|
2.65K
$349K
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
9+ 0.16% |
$965 - $1.15K
|
5.54K
$732K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
9+ 0.43% |
$965 - $1.15K
|
2.09K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9+ 0.09% |
$965 - $1.15K
|
9.98K
$1.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.34% |
$858 - $1.02K
|
2.39K
$315K
|