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 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.01K- 2.35% |
$216K - $252K
|
83.4K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.03K- 4.08% |
$218K - $254K
|
47.6K
$6.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.04K- 38.58% |
$219K - $255K
|
3.24K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.21K- 28.4% |
$237K - $277K
|
5.56K
$715K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.28K- 12.91% |
$245K - $286K
|
15.4K
$1.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-2.3K- 13.71% |
$247K - $289K
|
14.5K
$1.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-2.37K- 3.49% |
$254K - $297K
|
65.4K
$8.41M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.48K- 54.61% |
$267K - $312K
|
2.06K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.49K- 38.7% |
$268K - $313K
|
3.95K
$508K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.63K- 4.13% |
$283K - $330K
|
61.1K
$7.86M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.72K- 3.14% |
$292K - $341K
|
83.9K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.72K- 95.71% |
$292K - $342K
|
122
$15.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.73K- 16.93% |
$293K - $342K
|
13.4K
$1.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.74K- 14.38% |
$294K - $344K
|
16.3K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.74K- 8.96% |
$294K - $344K
|
27.8K
$3.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.77K- 34.66% |
$298K - $348K
|
5.23K
$672K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.81K- 4.14% |
$302K - $353K
|
65.1K
$8.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.84K- 8.57% |
$305K - $356K
|
30.3K
$3.9M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.93K- 54.24% |
$314K - $367K
|
2.47K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.1K- 40.48% |
$333K - $389K
|
4.56K
$586K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-3.11K- 33.55% |
$334K - $390K
|
6.16K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.15K- 18.68% |
$339K - $396K
|
13.7K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.22K- 14.63% |
$345K - $404K
|
18.8K
$2.41M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-3.46K- 31.14% |
$371K - $434K
|
7.65K
$983K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.53K- 4.78% |
$379K - $443K
|
70.2K
$9.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.53K- 26.95% |
$380K - $444K
|
9.58K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.76K- 6.79% |
$404K - $472K
|
51.7K
$6.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.89K- 2.25% |
$418K - $489K
|
169K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.21K- 5.23% |
$452K - $528K
|
76.3K
$9.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.32K- 24.43% |
$463K - $542K
|
13.3K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.47K- 10.47% |
$480K - $561K
|
38.2K
$4.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.5K- 27.81% |
$483K - $565K
|
11.7K
$1.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.57K- 47.15% |
$491K - $574K
|
5.12K
$659K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-4.61K- 10.61% |
$495K - $578K
|
38.8K
$4.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.09K- 14.52% |
$546K - $638K
|
29.9K
$3.85M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.29K- 21.39% |
$568K - $664K
|
19.4K
$2.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.34K- 2.06% |
$573K - $670K
|
254K
$32.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.53K- 13.75% |
$593K - $694K
|
34.7K
$4.46M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-6.2K- 9.19% |
$666K - $778K
|
61.2K
$7.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.36K- 11.55% |
$682K - $798K
|
48.7K
$6.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.57K- 0.28% |
$705K - $824K
|
2.32M
$298M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-6.61K- 65.61% |
$710K - $830K
|
3.47K
$446K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.13K- 46.16% |
$766K - $895K
|
8.32K
$1.07M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-8.38K- 14.19% |
$900K - $1.05M
|
50.7K
$6.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-8.78K- 38.62% |
$943K - $1.1M
|
14K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.3K- 7.51% |
$999K - $1.17M
|
114K
$14.7M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11.2K- 69.0% |
$1.21M - $1.41M
|
5.05K
$649K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11.4K- 48.55% |
$1.22M - $1.43M
|
12.1K
$1.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-12.6K- 33.23% |
$1.35M - $1.58M
|
25.3K
$3.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-13K- 23.5% |
$1.4M - $1.64M
|
42.4K
$5.46M
|