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 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-89- 0.67% |
$9.56K - $11.2K
|
13.3K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-99- 1.66% |
$10.6K - $12.4K
|
5.86K
$753K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 0.88% |
$10.7K - $12.6K
|
11.3K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 0.46% |
$10.7K - $12.6K
|
21.7K
$2.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-100- 7.79% |
$10.7K - $12.6K
|
1.18K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-100- 2.85% |
$10.7K - $12.6K
|
3.41K
$438K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-100- 2.83% |
$10.7K - $12.6K
|
3.43K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-100- 1.94% |
$10.7K - $12.6K
|
5.06K
$651K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-105- 3.16% |
$11.3K - $13.2K
|
3.22K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-106- 0.06% |
$11.4K - $13.3K
|
187K
$24.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-111- 4.64% |
$11.9K - $13.9K
|
2.28K
$293K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-111- 4.78% |
$11.9K - $13.9K
|
2.21K
$284K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-111- 4.54% |
$11.9K - $13.9K
|
2.33K
$300K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-113- 3.5% |
$12.1K - $14.2K
|
3.12K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-120- 60.91% |
$12.9K - $15.1K
|
77
$9.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-122- 2.45% |
$13.1K - $15.3K
|
4.85K
$624K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-124- 3.03% |
$13.3K - $15.6K
|
3.98K
$511K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-125- 4.7% |
$13.4K - $15.7K
|
2.54K
$326K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-125- 2.46% |
$13.4K - $15.7K
|
4.96K
$637K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-128- 1.28% |
$13.7K - $16.1K
|
9.88K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-132- 1.29% |
$14.2K - $16.6K
|
10.1K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-134- 1.28% |
$14.4K - $16.8K
|
10.4K
$1.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-138- 0.52% |
$14.8K - $17.3K
|
26.2K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-142- 9.63% |
$15.2K - $17.8K
|
1.33K
$171K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-143- 0.4% |
$15.4K - $17.9K
|
36K
$4.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-147- 3.52% |
$15.8K - $18.4K
|
4.03K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-148- 2.17% |
$15.9K - $18.6K
|
6.68K
$859K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-149- 3.58% |
$16K - $18.7K
|
4.01K
$516K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-149- 3.92% |
$16K - $18.7K
|
3.66K
$470K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-150- 0.48% |
$16.1K - $18.8K
|
31K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-153- 3.45% |
$16.4K - $19.2K
|
4.28K
$550K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-154- 6.99% |
$16.5K - $19.3K
|
2.05K
$263K
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-160- 1.82% |
$17.2K - $20.1K
|
8.63K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-165- 2.1% |
$17.7K - $20.7K
|
7.7K
$990K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-167- 2.12% |
$17.9K - $21K
|
7.7K
$990K
|
|
|
Jan 10, 2023
Q4 2022
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-167- 5.69% |
$17.9K - $21K
|
2.77K
$356K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-170- 20.41% |
$18.3K - $21.3K
|
663
$85.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-175- 6.48% |
$18.8K - $22K
|
2.53K
$325K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-178- 1.95% |
$19.1K - $22.3K
|
8.94K
$1.15M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-180- 25.35% |
$19.3K - $22.6K
|
530
$68.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-181- 61.77% |
$19.4K - $22.7K
|
112
$14.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-184- 2.26% |
$19.8K - $23.1K
|
7.96K
$1.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-187- 5.28% |
$20.1K - $23.5K
|
3.35K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-188- 1.21% |
$20.2K - $23.6K
|
15.3K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-195- 3.73% |
$20.9K - $24.5K
|
5.03K
$647K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 17.84% |
$21.5K - $25.1K
|
921
$118K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-209- 2.37% |
$22.4K - $26.2K
|
8.59K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-218- 0.64% |
$23.4K - $27.4K
|
33.7K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-224- 1.63% |
$24.1K - $28.1K
|
13.5K
$1.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-225- 6.24% |
$24.2K - $28.2K
|
3.38K
$435K
|