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 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-227- 0.73% |
$24.4K - $28.5K
|
30.7K
$3.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-232- 6.88% |
$24.9K - $29.1K
|
3.14K
$404K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-233- 10.91% |
$25K - $29.2K
|
1.9K
$245K
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-234- 2.67% |
$25.1K - $29.4K
|
8.55K
$1.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-238- 4.01% |
$25.6K - $29.9K
|
5.7K
$732K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-240- 3.33% |
$25.8K - $30.1K
|
6.97K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-242- 4.23% |
$26K - $30.4K
|
5.48K
$704K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-243- 1.46% |
$26.1K - $30.5K
|
16.4K
$2.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-247- 3.68% |
$26.5K - $31K
|
6.46K
$830K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-250- 3.33% |
$26.8K - $31.4K
|
7.27K
$935K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-254- 0.36% |
$27.3K - $31.9K
|
69.8K
$8.97M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-254- 46.01% |
$27.3K - $31.9K
|
298
$38.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-263- 3.77% |
$28.2K - $33K
|
6.72K
$864K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-265- 1.2% |
$28.5K - $33.3K
|
21.7K
$2.79M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-288- 0.73% |
$30.9K - $36.1K
|
38.9K
$5.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-294- 1.07% |
$31.6K - $36.9K
|
27.2K
$3.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-300- 3.04% |
$32.2K - $37.7K
|
9.58K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-300- 11.61% |
$32.2K - $37.7K
|
2.29K
$294K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-305- 4.64% |
$32.8K - $38.3K
|
6.27K
$806K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-305- 11.29% |
$32.8K - $38.3K
|
2.4K
$308K
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-308- 1.59% |
$33.1K - $38.7K
|
19.1K
$2.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-312- 7.4% |
$33.5K - $39.2K
|
3.9K
$502K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
SELL
|
- |
-315- 0.05% |
$33.8K - $39.5K
|
579K
$74.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-325- 7.85% |
$34.9K - $40.8K
|
3.82K
$491K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-330- 14.7% |
$35.4K - $41.4K
|
1.92K
$246K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-335- 6.49% |
$36K - $42K
|
4.83K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-341- 16.44% |
$36.6K - $42.8K
|
1.73K
$223K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-350- 13.88% |
$37.6K - $43.9K
|
2.17K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-355- 1.34% |
$38.1K - $44.6K
|
26.1K
$3.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-357- 2.96% |
$38.3K - $44.8K
|
11.7K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-359- 7.4% |
$38.6K - $45.1K
|
4.49K
$577K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-361- 3.35% |
$38.8K - $45.3K
|
10.4K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-361- 4.01% |
$38.8K - $45.3K
|
8.65K
$1.11M
|
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-365- 32.27% |
$39.2K - $45.8K
|
766
$98.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-366- 1.91% |
$39.3K - $45.9K
|
18.8K
$2.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-371- 5.96% |
$39.8K - $46.6K
|
5.85K
$752K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-384- 67.37% |
$41.2K - $48.2K
|
186
$23.9K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-394- 1.73% |
$42.3K - $49.4K
|
22.4K
$2.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-394- 15.43% |
$42.3K - $49.4K
|
2.16K
$278K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-394- 3.96% |
$42.3K - $49.4K
|
9.56K
$1.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-410- 15.13% |
$44K - $51.5K
|
2.3K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-421- 4.15% |
$45.2K - $52.8K
|
9.71K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-436- 3.74% |
$46.8K - $54.7K
|
11.2K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-450- 4.09% |
$48.3K - $56.5K
|
10.6K
$1.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-450- 12.23% |
$48.3K - $56.5K
|
3.23K
$415K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-465- 6.17% |
$49.9K - $58.4K
|
7.07K
$909K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-467- 14.9% |
$50.2K - $58.6K
|
2.67K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-474- 1.11% |
$50.9K - $59.5K
|
42.1K
$5.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-477- 2.98% |
$51.2K - $59.9K
|
15.5K
$1.99M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-488- 2.26% |
$52.4K - $61.2K
|
21.1K
$2.72M
|