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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14+ 0.39% |
$1.5K - $1.76K
|
3.63K
$466K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
14+ 0.02% |
$1.5K - $1.76K
|
64.8K
$8.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
14+ 0.07% |
$1.5K - $1.76K
|
19.5K
$2.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14+ 0.16% |
$1.5K - $1.76K
|
8.57K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
14+ 0.17% |
$1.5K - $1.76K
|
8.42K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 4.7% |
$1.18K - $1.38K
|
245
$31.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
10+ 0.02% |
$1.07K - $1.26K
|
46K
$5.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
9+ 0.43% |
$967 - $1.13K
|
2.08K
$267K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$967 - $1.13K
|
5.07K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.27% |
$859 - $1K
|
2.96K
$380K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$859 - $1K
|
4.77K
$613K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.04% |
$859 - $1K
|
18.7K
$2.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
7+ 2.33% |
$752 - $879
|
307
$39.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7+ 0.12% |
$752 - $879
|
6.06K
$779K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
7+ 0.03% |
$752 - $879
|
24.1K
$3.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 1.04% |
$752 - $879
|
678
$87.2K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
6+ 0.53% |
$644 - $753
|
1.13K
$146K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
5+ 2.18% |
$537 - $628
|
234
$30.1K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$430 - $502
|
3.58K
$460K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4+ 0.03% |
$430 - $502
|
12.3K
$1.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$430 - $502
|
7.51K
$965K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
4+ 0.19% |
$430 - $502
|
2.1K
$270K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.32% |
$322 - $377
|
953
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.06% |
$322 - $377
|
4.79K
$616K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.72% |
$215 - $251
|
281
$36.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.1% |
$215 - $251
|
2.1K
$270K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.01% |
$107 - $126
|
8.83K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$107 - $126
|
8.97K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.8% |
$107 - $126
|
126
$16.2K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1+ 0.02% |
$107 - $126
|
4.29K
$551K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$107 - $126
|
6.7K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.03% |
$107 - $126
|
3.1K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.06% |
$107 - $126
|
1.77K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 100.0% |
$107 - $126
|
2
$257
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1+ 0.0% |
$107 - $126
|
20.1K
$2.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$107 - $126
|
2.22K
$285K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$107 - $126
|
14.1K
$1.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$107 - $126
|
7.4K
$952K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 1.33% |
$107 - $126
|
76
$9.77K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$107 - $126
|
4.54K
$583K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.04% |
$107 - $126
|
2.48K
$319K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1- 0.01% |
$107 - $126
|
6.83K
$878K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-2- 0.01% |
$215 - $251
|
20.5K
$2.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4- 0.03% |
$430 - $502
|
15K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.31% |
$430 - $502
|
1.27K
$164K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6- 0.05% |
$644 - $753
|
12.7K
$1.63M
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-6- 0.1% |
$644 - $753
|
5.79K
$744K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7- 0.04% |
$752 - $879
|
16.4K
$2.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-7- 0.2% |
$752 - $879
|
3.54K
$455K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7- 0.08% |
$752 - $879
|
8.27K
$1.06M
|