Purchases and Sales Made in Q4 2022 in Ishares Tr (DVY)

DVY Quotes by TradingView

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
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
37.2K
New
$3.99M - $4.67M
37.2K $4.78M
Feb 15, 2023 Q4 2022
Green Square Capital Advisors LLC

BUY
 -
36.3K
New
$3.9M - $4.55M
36.3K $4.66M
Feb 08, 2023 Q4 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
36K
+ 76.02%
$3.87M - $4.52M
83.4K $10.7M
Feb 23, 2023 Q4 2022
Callan Family Office, LLC

Radnor, PA
BUY
 -
34.3K
New
$3.68M - $4.3M
34.3K $4.41M
Jan 17, 2023 Q4 2022
Well Done, LLC

BUY
 -
34.1K
New
$3.66M - $4.28M
34.1K $4.38M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
33.8K
+ 15.37%
$3.63M - $4.24M
253K $32.6M
Jan 27, 2023 Q4 2022
Welch Group, LLC

BUY
 -
33.3K
New
$3.57M - $4.18M
33.3K $4.28M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
32.2K
+ 5.11%
$3.45M - $4.04M
661K $85M
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
32K
+ 360.78%
$3.44M - $4.02M
40.9K $5.26M
Jan 25, 2023 Q4 2022
Sageworth Trust CO

BUY
 -
31.9K
+ 14.36%
$3.42M - $4M
254K $32.7M
Feb 03, 2023 Q4 2022
Pinnacle Financial Partners Inc

BUY
 -
30.3K
+ 40.26%
$3.25M - $3.8M
105K $13.6M
Jan 13, 2023 Q4 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
29.3K
+ 169.06%
$3.14M - $3.67M
46.6K $5.99M
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
28.2K
+ 251.1%
$3.03M - $3.54M
39.4K $5.07M
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
26.9K
+ 9.16%
$2.89M - $3.38M
321K $41.3M
Feb 14, 2023 Q4 2022
Interchange Capital Partners, LLC

BUY
 -
25.5K
+ 636.21%
$2.74M - $3.2M
29.5K $3.79M
Feb 09, 2023 Q4 2022
F Dx Advisors, Inc.

BUY
 -
25.2K
+ 616.11%
$2.71M - $3.17M
29.3K $3.77M
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

BUY
 -
24.9K
+ 39.82%
$2.67M - $3.12M
87.4K $11.2M
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
24.7K
New
$2.66M - $3.11M
24.7K $3.18M
Feb 16, 2023 Q4 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
24.7K
New
$2.66M - $3.11M
24.7K $3.18M
Feb 15, 2023 Q4 2022
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
24.2K
New
$2.6M - $3.04M
24.2K $3.12M
Feb 07, 2023 Q4 2022
Hardy Reed LLC

BUY
 -
24K
New
$2.58M - $3.01M
24K $3.09M
Feb 13, 2023 Q4 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
24K
+ 28.09%
$2.58M - $3.01M
109K $14.1M
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
23.7K
+ 15.78%
$2.55M - $2.98M
174K $22.4M
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
23K
+ 13.92%
$2.47M - $2.89M
188K $24.2M
Jul 07, 2023 Q4 2022
Fulcrum Equity Management

BUY
 -
22.7K
New
$2.44M - $2.85M
22.7K $2.92M
Feb 03, 2023 Q4 2022
Cx Institutional

BUY
 -
22.6K
+ 31.59%
$2.42M - $2.83M
94K $12.1M
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
20K
+ 10.31%
$2.15M - $2.51M
214K $27.5M
Jan 25, 2023 Q4 2022
Stephens Inc

BUY
 -
19.8K
+ 130.54%
$2.13M - $2.49M
35.1K $4.51M
Jan 30, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
19.4K
+ 384.14%
$2.08M - $2.43M
24.4K $3.14M
Feb 13, 2023 Q4 2022
M&T Bank Corp

BUY
 -
19.1K
+ 5.78%
$2.06M - $2.4M
350K $45M
Jan 17, 2023 Q4 2022
Summit Financial Wealth Advisors, LLC

BUY
 -
18.9K
New
$2.03M - $2.37M
18.9K $2.43M
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
18.1K
+ 49.26%
$1.94M - $2.27M
54.7K $7.04M
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
18K
+ 13.39%
$1.94M - $2.26M
153K $19.6M
Feb 14, 2023 Q4 2022
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
17.2K
New
$1.85M - $2.16M
17.2K $2.21M
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
17.1K
+ 46.93%
$1.83M - $2.14M
53.5K $6.88M
Aug 29, 2023 Q4 2022
Sterling Financial Group, Inc.

Pasadena, CA
BUY
 -
17.1K
New
$1.83M - $2.14M
17.1K $2.2M
Feb 06, 2023 Q4 2022
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
17K
New
$1.83M - $2.13M
17K $2.19M
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

BUY
 -
16.7K
+ 9.94%
$1.79M - $2.1M
185K $23.7M
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
16.7K
+ 2.52%
$1.79M - $2.09M
677K $87.1M
Feb 07, 2023 Q4 2022
Thoroughbred Financial Services, LLC

BUY
 -
16.7K
+ 63.39%
$1.79M - $2.09M
42.9K $5.52M
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
16.7K
New
$1.79M - $2.09M
16.7K $2.14M
Feb 14, 2023 Q4 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
16.6K
+ 121.41%
$1.78M - $2.08M
30.2K $3.89M
Feb 10, 2023 Q4 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
16.6K
+ 245.73%
$1.78M - $2.08M
23.3K $3M
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
16.1K
New
$1.73M - $2.02M
16.1K $2.07M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
15.9K
+ 7.25%
$1.7M - $1.99M
235K $30.2M
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
15.3K
New
$1.64M - $1.92M
15.3K $1.96M
Jan 31, 2023 Q4 2022
Ellis Investment Partners, LLC

BUY
 -
15K
+ 6.61%
$1.62M - $1.89M
243K $31.2M
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
15K
+ 104.71%
$1.61M - $1.88M
29.4K $3.77M
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
14.8K
+ 5.77%
$1.59M - $1.85M
271K $34.8M

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