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 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-492- 0.83% |
$52.8K - $61.7K
|
58.9K
$7.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-493- 1.64% |
$52.9K - $61.9K
|
29.5K
$3.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-511- 4.81% |
$54.9K - $64.1K
|
10.1K
$1.3M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-519- 3.71% |
$55.7K - $65.1K
|
13.5K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-520- 6.68% |
$55.8K - $65.3K
|
7.26K
$933K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-525- 21.38% |
$56.4K - $65.9K
|
1.93K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-530- 1.44% |
$56.9K - $66.5K
|
36.3K
$4.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-532- 4.69% |
$57.1K - $66.8K
|
10.8K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-540- 11.42% |
$58K - $67.8K
|
4.19K
$539K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-543- 33.64% |
$58.3K - $68.1K
|
1.07K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-544- 1.09% |
$58.4K - $68.3K
|
49.4K
$6.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-547- 8.03% |
$58.7K - $68.6K
|
6.27K
$806K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-558- 2.25% |
$59.9K - $70K
|
24.2K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-572- 3.69% |
$61.4K - $71.8K
|
14.9K
$1.92M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-583- 9.13% |
$62.6K - $73.2K
|
5.81K
$747K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-611- 7.33% |
$65.6K - $76.7K
|
7.72K
$993K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-611- 9.15% |
$65.6K - $76.7K
|
6.07K
$780K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-616- 20.47% |
$66.2K - $77.3K
|
2.39K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-617- 4.14% |
$66.3K - $77.4K
|
14.3K
$1.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-622- 3.4% |
$66.8K - $78.1K
|
17.7K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-630- 13.55% |
$67.7K - $79.1K
|
4.02K
$517K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-633- 8.26% |
$68K - $79.4K
|
7.03K
$904K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-641- 2.46% |
$68.8K - $80.4K
|
25.4K
$3.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-656- 10.27% |
$70.4K - $82.3K
|
5.73K
$737K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-665- 5.23% |
$71.4K - $83.5K
|
12.1K
$1.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-672- 3.88% |
$72.2K - $84.3K
|
16.6K
$2.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-688- 5.7% |
$73.9K - $86.3K
|
11.4K
$1.46M
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
SELL
|
- |
-688- 5.88% |
$73.9K - $86.3K
|
11K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-689- 1.67% |
$74K - $86.5K
|
40.5K
$5.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-692- 7.27% |
$74.3K - $86.8K
|
8.83K
$1.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-697- 13.62% |
$74.9K - $87.5K
|
4.42K
$568K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-697- 2.31% |
$74.9K - $87.5K
|
29.4K
$3.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-700- 87.94% |
$75.2K - $87.9K
|
96
$12.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-702- 10.18% |
$75.4K - $88.1K
|
6.2K
$797K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-709- 1.21% |
$76.1K - $89K
|
58K
$7.46M
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-710- 0.35% |
$76.2K - $89.1K
|
201K
$25.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-738- 1.27% |
$79.3K - $92.6K
|
57.3K
$7.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-753- 17.27% |
$80.9K - $94.5K
|
3.61K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-757- 3.25% |
$81.3K - $95K
|
22.5K
$2.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-758- 23.39% |
$81.4K - $95.1K
|
2.48K
$319K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-776- 6.08% |
$83.3K - $97.4K
|
12K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-782- 17.37% |
$84K - $98.1K
|
3.72K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-798- 4.06% |
$85.7K - $100K
|
18.8K
$2.42M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-846- 11.36% |
$90.9K - $106K
|
6.6K
$849K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-852- 1.5% |
$91.5K - $107K
|
55.8K
$7.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-873- 4.9% |
$93.8K - $110K
|
17K
$2.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-873- 3.37% |
$93.8K - $110K
|
25K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-887- 32.17% |
$95.3K - $111K
|
1.87K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-889Closed |
$95.5K - $112K
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-891- 53.87% |
$95.7K - $112K
|
763
$98.1K
|