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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.25KNew |
$242K - $283K
|
2.25K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
2.24KNew |
$240K - $281K
|
2.24K
$288K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.18KNew |
$234K - $274K
|
2.18K
$281K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.15KNew |
$231K - $270K
|
2.15K
$276K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.14KNew |
$230K - $269K
|
2.14K
$275K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.13K+ 0.87% |
$229K - $267K
|
247K
$31.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.13K+ 16.5% |
$229K - $267K
|
15K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
2.11KNew |
$226K - $265K
|
2.11K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.1KNew |
$226K - $264K
|
2.1K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 24.21% |
$225K - $263K
|
10.8K
$1.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.1K+ 38.02% |
$225K - $263K
|
7.61K
$979K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.07KNew |
$222K - $260K
|
2.07K
$266K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.07KNew |
$222K - $260K
|
2.07K
$266K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.05KNew |
$221K - $258K
|
2.05K
$264K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.05KNew |
$220K - $257K
|
2.05K
$264K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$220K - $257K
|
2.05K
$263K
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
2KNew |
$215K - $251K
|
2K
$257K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2K+ 24.95% |
$215K - $251K
|
10K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2K+ 6.14% |
$215K - $251K
|
34.6K
$4.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.99KNew |
$213K - $249K
|
1.99K
$255K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.98K+ 35.62% |
$212K - $248K
|
7.52K
$967K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.95KNew |
$210K - $245K
|
1.95K
$251K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.95K+ 3.39% |
$209K - $244K
|
59.4K
$7.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.95KNew |
$209K - $244K
|
1.95K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.94KNew |
$208K - $243K
|
1.94K
$249K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.93KNew |
$207K - $242K
|
1.93K
$248K
|
|
|
Jan 18, 2023
Q4 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
1.92KNew |
$206K - $241K
|
1.92K
$247K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.9KNew |
$204K - $239K
|
1.9K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.9KNew |
$204K - $238K
|
1.9K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.89KNew |
$203K - $238K
|
1.89K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.89KNew |
$203K - $237K
|
1.89K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.88KNew |
$202K - $236K
|
1.88K
$242K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.86KNew |
$199K - $233K
|
1.86K
$239K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.86KNew |
$199K - $233K
|
1.86K
$239K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.85KNew |
$199K - $232K
|
1.85K
$238K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.83KNew |
$197K - $230K
|
1.83K
$236K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.81KNew |
$195K - $228K
|
1.81K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.81KNew |
$194K - $227K
|
1.81K
$232K
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$192K - $225K
|
1.79K
$230K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.79K+ 72.1% |
$192K - $224K
|
4.27K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
1.78K+ 221.97% |
$191K - $223K
|
2.58K
$332K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.77KNew |
$191K - $223K
|
1.77K
$228K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.77KNew |
$190K - $222K
|
1.77K
$228K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
1.77K+ 9.97% |
$190K - $222K
|
19.5K
$2.51M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1.76KNew |
$189K - $221K
|
1.76K
$226K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
1.76KNew |
$189K - $221K
|
1.76K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
1.75K+ 11.36% |
$188K - $220K
|
17.2K
$2.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.74KNew |
$187K - $219K
|
1.74K
$224K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.74K+ 11.21% |
$187K - $218K
|
17.2K
$2.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.73KNew |
$185K - $216K
|
1.73K
$222K
|