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 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14.3K+ 14.61% |
$1.53M - $1.79M
|
112K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
14K+ 9.16% |
$1.5M - $1.76M
|
167K
$21.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
13.1K+ 45.01% |
$1.41M - $1.64M
|
42.2K
$5.42M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
12.8KNew |
$1.38M - $1.61M
|
12.8K
$1.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
12.8K+ 297.02% |
$1.38M - $1.61M
|
17.2K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12.3K+ 556.75% |
$1.32M - $1.54M
|
14.5K
$1.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12K+ 11.69% |
$1.29M - $1.5M
|
114K
$14.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
11.8KNew |
$1.27M - $1.48M
|
11.8K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11.7KNew |
$1.26M - $1.47M
|
11.7K
$1.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.5K+ 24.11% |
$1.23M - $1.44M
|
59.2K
$7.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4K+ 135.1% |
$1.23M - $1.44M
|
19.9K
$2.56M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
11.3KNew |
$1.21M - $1.41M
|
11.3K
$1.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
11KNew |
$1.18M - $1.38M
|
11K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.5K+ 192.06% |
$1.13M - $1.32M
|
16K
$2.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.4KNew |
$1.11M - $1.3M
|
10.4K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.2K+ 7.28% |
$1.09M - $1.28M
|
150K
$19.3M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.86KNew |
$1.06M - $1.24M
|
9.86K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
9.56K+ 8.37% |
$1.03M - $1.2M
|
124K
$15.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.5KNew |
$1.02M - $1.19M
|
9.5K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.32K+ 15.56% |
$1M - $1.17M
|
69.2K
$8.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.26KNew |
$995K - $1.16M
|
9.26K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9K+ 50.85% |
$967K - $1.13M
|
26.7K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8.9K+ 450.46% |
$956K - $1.12M
|
10.9K
$1.4M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.66K+ 6.93% |
$930K - $1.09M
|
134K
$17.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8.4KNew |
$902K - $1.05M
|
8.4K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
8.21K+ 38.37% |
$882K - $1.03M
|
29.6K
$3.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.2KNew |
$881K - $1.03M
|
8.2K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.19K+ 12.81% |
$879K - $1.03M
|
72.1K
$9.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
7.76K+ 11.17% |
$833K - $974K
|
77.2K
$9.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.73KNew |
$830K - $970K
|
7.73K
$994K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
7.6K+ 52.96% |
$816K - $954K
|
21.9K
$2.82M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
7.52K+ 22.51% |
$808K - $944K
|
40.9K
$5.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.3KNew |
$784K - $916K
|
7.3K
$939K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7.23K+ 12.47% |
$777K - $908K
|
65.2K
$8.39M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
7.21KNew |
$775K - $905K
|
7.21K
$927K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7K+ 2.39% |
$752K - $879K
|
300K
$38.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.83K+ 140.37% |
$734K - $858K
|
11.7K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.73K+ 58.91% |
$723K - $845K
|
18.2K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.71K+ 102.44% |
$721K - $842K
|
13.3K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.55K+ 2.88% |
$703K - $822K
|
234K
$30.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6.53KNew |
$701K - $820K
|
6.53K
$840K
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
6.36K+ 20.41% |
$683K - $798K
|
37.5K
$4.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.08K+ 16.22% |
$653K - $763K
|
43.6K
$5.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.81K+ 218.08% |
$624K - $730K
|
8.48K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.78KNew |
$621K - $725K
|
5.78K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.78K+ 228.71% |
$620K - $725K
|
8.3K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
5.76K+ 299.9% |
$618K - $722K
|
7.67K
$987K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.57KNew |
$598K - $699K
|
5.57K
$716K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.57K+ 28.04% |
$598K - $699K
|
25.4K
$3.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
5.46KNew |
$586K - $685K
|
5.46K
$702K
|