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 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-13.9K- 28.28% |
$1.5M - $1.75M
|
35.3K
$4.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.8K- 12.83% |
$1.7M - $1.99M
|
108K
$14.5M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.7K- 24.83% |
$1.79M - $2.09M
|
50.4K
$6.81M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.7K- 9.69% |
$1.79M - $2.1M
|
156K
$21.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21.1K- 6.94% |
$2.27M - $2.65M
|
283K
$38.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-23.1K- 49.89% |
$2.48M - $2.9M
|
23.2K
$3.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-23.2K- 10.12% |
$2.5M - $2.92M
|
206K
$27.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-26.3K- 8.77% |
$2.83M - $3.3M
|
274K
$37M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-27.5K- 70.29% |
$2.95M - $3.45M
|
11.6K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.2K- 62.41% |
$3.25M - $3.79M
|
18.2K
$2.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.5K- 7.3% |
$3.71M - $4.33M
|
438K
$59.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-35.5K- 69.65% |
$3.81M - $4.45M
|
15.5K
$2.09M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-37.5K- 23.88% |
$4.03M - $4.71M
|
120K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-44K- 68.91% |
$4.73M - $5.52M
|
19.9K
$2.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-45.7K- 49.39% |
$4.91M - $5.74M
|
46.8K
$6.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-54K- 65.26% |
$5.8M - $6.77M
|
28.7K
$3.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-60.8K- 60.69% |
$6.53M - $7.63M
|
39.4K
$5.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-70.3K- 56.18% |
$7.55M - $8.82M
|
54.8K
$7.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-112K- 97.83% |
$12.1M - $14.1M
|
2.49K
$337K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-128K- 80.23% |
$13.8M - $16.1M
|
31.7K
$4.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-285K- 27.15% |
$30.6M - $35.8M
|
765K
$103M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-850K- 99.17% |
$91.2M - $107M
|
7.1K
$960K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-75.9M- 100.0% |
$8.15B - $9.53B
|
1.58K
$214K
|