Purchases and Sales Made in Q4 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
75.9M+ 107178.55% |
$8.15B - $9.52B
|
75.9M
$9.76B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.97MNew |
$426M - $498M
|
3.97M
$511M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
853K+ 22452.99% |
$91.6M - $107M
|
857K
$110M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
823K+ 12.06% |
$88.4M - $103M
|
7.65M
$983M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
739K+ 7.4% |
$79.3M - $92.7M
|
10.7M
$1.38B
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
365KNew |
$39.2M - $45.8M
|
365K
$46.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
339K+ 27.37% |
$36.5M - $42.6M
|
1.58M
$203M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
304K+ 12.27% |
$32.7M - $38.2M
|
2.78M
$358M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300K+ 13.4% |
$32.2M - $37.7M
|
2.54M
$327M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
263K+ 84.06% |
$28.3M - $33M
|
576K
$74.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
245K+ 18.82% |
$26.3M - $30.7M
|
1.55M
$199M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
220K+ 24.0% |
$23.7M - $27.7M
|
1.14M
$146M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
206K+ 37.97% |
$22.1M - $25.9M
|
749K
$96.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
201K+ 50.79% |
$21.5M - $25.2M
|
595K
$76.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
199K+ 3.71% |
$21.4M - $25M
|
5.58M
$718M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
149K+ 24.24% |
$16M - $18.7M
|
762K
$98M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
142K+ 1901.24% |
$15.2M - $17.8M
|
149K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
135K+ 4.04% |
$14.5M - $17M
|
3.48M
$448M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
135K+ 1090.55% |
$14.5M - $16.9M
|
147K
$18.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
130K+ 11.16% |
$14M - $16.3M
|
1.3M
$167M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114K+ 19.17% |
$12.2M - $14.3M
|
707K
$90.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
107K+ 250.76% |
$11.5M - $13.4M
|
150K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
106K+ 29.39% |
$11.4M - $13.3M
|
465K
$59.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
104K+ 8.87% |
$11.2M - $13.1M
|
1.28M
$165M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
104K+ 13.0% |
$11.1M - $13M
|
902K
$116M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
104K+ 13.0% |
$11.1M - $13M
|
902K
$116M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
96.6K+ 2.12% |
$10.4M - $12.1M
|
4.66M
$599M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
92K+ 722.16% |
$9.88M - $11.5M
|
105K
$13.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
89.8KNew |
$9.65M - $11.3M
|
89.8K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
84.7K+ 28.14% |
$9.09M - $10.6M
|
386K
$49.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
84K+ 1495.94% |
$9.02M - $10.5M
|
89.6K
$11.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.3K+ 17.44% |
$8.41M - $9.82M
|
527K
$67.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
76.9K+ 4.98% |
$8.26M - $9.65M
|
1.62M
$208M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
68.2K+ 4308.72% |
$7.32M - $8.55M
|
69.7K
$8.97M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
66.4K+ 18.95% |
$7.13M - $8.33M
|
417K
$53.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
66.3KNew |
$7.12M - $8.32M
|
66.3K
$8.53M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
62.2K+ 6.32% |
$6.68M - $7.81M
|
1.05M
$135M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.8K+ 74.08% |
$6.1M - $7.13M
|
133K
$17.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
53.7KNew |
$5.77M - $6.74M
|
53.7K
$6.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
53.2K+ 6.95% |
$5.72M - $6.68M
|
819K
$105M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50.5K+ 1593.72% |
$5.43M - $6.34M
|
53.7K
$6.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.4K+ 6.97% |
$5.09M - $5.95M
|
727K
$93.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
45.8KNew |
$4.92M - $5.75M
|
45.8K
$5.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
44.7K+ 17.34% |
$4.81M - $5.62M
|
303K
$38.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
42.7K+ 85.58% |
$4.58M - $5.36M
|
92.5K
$11.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
40.6K+ 38.33% |
$4.36M - $5.1M
|
147K
$18.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39.9K+ 133.05% |
$4.29M - $5.01M
|
69.9K
$8.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
39.4K+ 101.94% |
$4.23M - $4.94M
|
78K
$10M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38.6K+ 34.97% |
$4.15M - $4.85M
|
149K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
38KNew |
$4.08M - $4.76M
|
38K
$4.88M
|