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 03, 2023 Q4 2022
Fee Only Financial Planning, L.C.

Okatie, SC
BUY
 -
3.37K
New
$361K - $422K
3.37K $433K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.36K
+ 3.17%
$361K - $422K
109K $14.1M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.36K
+ 4.8%
$360K - $421K
73.2K $9.42M
Feb 14, 2023 Q4 2022
Helen Stephens Group, LLC

BUY
 -
3.33K
New
$357K - $418K
3.33K $428K
Feb 14, 2023 Q4 2022
State Street Corp

Boston, MA
BUY
 -
3.27K
+ 14.94%
$351K - $411K
25.2K $3.24M
Oct 13, 2023 Q4 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
3.17K
+ 22.95%
$341K - $398K
17K $2.18M
Feb 13, 2023 Q4 2022
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
3.16K
+ 116.25%
$340K - $397K
5.88K $756K
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.15K
+ 163.91%
$338K - $396K
5.08K $653K
Feb 14, 2023 Q4 2022
True Private Wealth Advisors

BUY
 -
3.13K
+ 11.88%
$336K - $393K
29.5K $3.79M
Mar 01, 2023 Q4 2022
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
3.13K
New
$336K - $393K
3.13K $403K
Jan 20, 2023 Q4 2022
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
3.05K
New
$328K - $383K
3.05K $392K
Feb 06, 2023 Q4 2022
Gyl Financial Synergies, LLC

BUY
 -
3.01K
+ 66.0%
$323K - $378K
7.57K $974K
Feb 09, 2023 Q4 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
3K
+ 13.33%
$322K - $377K
25.5K $3.28M
Jan 13, 2023 Q4 2022
Cadent Capital Advisors, LLC

BUY
 -
2.94K
New
$316K - $369K
2.94K $378K
Feb 07, 2023 Q4 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
2.94K
+ 124.93%
$315K - $369K
5.29K $680K
Jan 26, 2023 Q4 2022
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
2.9K
+ 71.73%
$311K - $364K
6.94K $893K
Feb 13, 2023 Q4 2022
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
2.89K
+ 12.44%
$311K - $363K
26.2K $3.36M
Jan 03, 2023 Q4 2022
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
2.85K
New
$306K - $358K
2.85K $366K
Jan 12, 2023 Q4 2022
Crescent Grove Advisors, LLC

BUY
 -
2.84K
+ 13.87%
$305K - $357K
23.3K $3M
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
2.84K
+ 37.37%
$305K - $356K
10.4K $1.34M
Feb 15, 2023 Q4 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
2.76K
New
$297K - $347K
2.76K $355K
Jan 11, 2023 Q4 2022
Community Trust & Investment CO

BUY
 -
2.76K
New
$296K - $346K
2.76K $355K
Feb 06, 2023 Q4 2022
Avidian Wealth Solutions, LLC

BUY
 -
2.75K
New
$295K - $345K
2.75K $353K
Jan 31, 2023 Q4 2022
Keybank National Association

BUY
 -
2.68K
+ 14.61%
$287K - $336K
21K $2.7M
Jan 13, 2023 Q4 2022
Platte River Wealth Advisors, LLC

BUY
 -
2.63K
+ 7.56%
$283K - $330K
37.4K $4.81M
Jan 23, 2023 Q4 2022
Mechanics Bank Trust Department

BUY
 -
2.58K
+ 6.21%
$277K - $323K
44K $5.66M
Feb 08, 2023 Q4 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
2.56K
+ 3.11%
$275K - $321K
84.7K $10.9M
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
BUY
 -
2.54K
+ 4.71%
$272K - $318K
56.4K $7.25M
Feb 01, 2023 Q4 2022
Argent Advisors, Inc.

Monroe, LA
BUY
 -
2.53K
+ 23.45%
$272K - $318K
13.3K $1.71M
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
2.52K
+ 5.51%
$271K - $317K
48.3K $6.21M
Feb 02, 2023 Q4 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
2.48K
New
$266K - $311K
2.48K $319K
Feb 13, 2023 Q4 2022
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
2.47K
New
$265K - $310K
2.47K $317K
Jan 31, 2023 Q4 2022
Sargent Investment Group, LLC

BUY
 -
2.47K
New
$265K - $309K
2.47K $317K
Jan 20, 2023 Q4 2022
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
2.46K
New
$264K - $309K
2.46K $316K
Jan 27, 2023 Q4 2022
Latitude Advisors, LLC

BUY
 -
2.46K
+ 90.53%
$264K - $308K
5.17K $665K
Sep 06, 2024 Q4 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
2.45K
New
$264K - $308K
2.45K $316K
Jan 30, 2023 Q4 2022
Cahaba Wealth Management, Inc.

BUY
 -
2.41K
+ 44.78%
$258K - $302K
7.78K $1M
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
2.4K
+ 66.66%
$258K - $301K
6K $772K
Feb 10, 2023 Q4 2022
Berkeley Capital Partners, LLC

BUY
 -
2.4K
New
$258K - $301K
2.4K $308K
Feb 13, 2023 Q4 2022
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
2.39K
New
$257K - $300K
2.39K $307K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
2.37K
+ 8.88%
$254K - $297K
29K $3.73M
Jan 31, 2023 Q4 2022
Ifg Advisors, LLC

BUY
 -
2.36K
+ 3.34%
$254K - $296K
73K $9.38M
Jan 23, 2023 Q4 2022
Selective Wealth Management, Inc.

BUY
 -
2.34K
+ 117.14%
$252K - $294K
4.35K $559K
Feb 13, 2023 Q4 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
2.34K
New
$252K - $294K
2.34K $301K
Feb 13, 2023 Q4 2022
Advisory Research Inc

Chicago, IL
BUY
 -
2.33K
+ 6.79%
$250K - $292K
36.6K $4.7M
Feb 14, 2023 Q4 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
2.32K
New
$249K - $291K
2.32K $298K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
2.29K
+ 2.69%
$246K - $287K
87.4K $11.2M
Jan 30, 2023 Q4 2022
Security Financial Services, Inc.

BUY
 -
2.28K
New
$245K - $286K
2.28K $293K
Feb 06, 2023 Q4 2022
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
2.26K
+ 11.87%
$242K - $283K
21.3K $2.73M

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