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 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.71KNew |
$184K - $215K
|
1.71K
$220K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.71KNew |
$183K - $214K
|
1.71K
$220K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.71KNew |
$183K - $214K
|
1.71K
$219K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.71KNew |
$183K - $214K
|
1.71K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.71KNew |
$183K - $214K
|
1.71K
$219K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.7KNew |
$183K - $214K
|
1.7K
$219K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
1.7KNew |
$183K - $213K
|
1.7K
$219K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.7K+ 35.22% |
$183K - $213K
|
6.53K
$839K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.7KNew |
$182K - $213K
|
1.7K
$218K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$182K - $213K
|
1.7K
$218K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.69KNew |
$182K - $212K
|
1.69K
$218K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.68KNew |
$180K - $211K
|
1.68K
$216K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.68KNew |
$180K - $211K
|
1.68K
$216K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.68KNew |
$180K - $210K
|
1.68K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.67K+ 11.47% |
$180K - $210K
|
16.3K
$2.09M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.67KNew |
$179K - $209K
|
1.67K
$214K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.66KNew |
$178K - $208K
|
1.66K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$178K - $208K
|
1.66K
$213K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
1.63KNew |
$175K - $204K
|
1.63K
$209K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 20.97% |
$170K - $199K
|
9.16K
$1.18M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.58K+ 15.94% |
$169K - $198K
|
11.5K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.56KNew |
$167K - $195K
|
1.56K
$200K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.56K+ 6.6% |
$167K - $195K
|
25.1K
$3.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.55K+ 36.87% |
$167K - $195K
|
5.77K
$742K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.52K+ 11.62% |
$164K - $191K
|
14.6K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 0.56% |
$160K - $187K
|
268K
$34.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.48K+ 3.63% |
$158K - $185K
|
42.1K
$5.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.46K+ 6.31% |
$156K - $183K
|
24.5K
$3.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.44K+ 8.11% |
$155K - $181K
|
19.2K
$2.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44K+ 8.54% |
$155K - $181K
|
18.3K
$2.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.41K+ 1.77% |
$152K - $177K
|
81.4K
$10.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.39K+ 7.57% |
$149K - $174K
|
19.7K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.36K+ 11.29% |
$146K - $171K
|
13.4K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.36K+ 13.56% |
$146K - $171K
|
11.4K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.36K+ 19.28% |
$146K - $170K
|
8.39K
$1.08M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.36K+ 19.28% |
$146K - $170K
|
8.39K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.35K+ 16.5% |
$145K - $169K
|
9.52K
$1.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.31K+ 1.65% |
$140K - $164K
|
80.7K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 11.37% |
$138K - $161K
|
12.6K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
1.27K+ 23.49% |
$136K - $159K
|
6.65K
$855K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 7.66% |
$135K - $158K
|
17.7K
$2.27M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.25K+ 5.6% |
$135K - $157K
|
23.6K
$3.04M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 6.12% |
$132K - $154K
|
21.3K
$2.73M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.22K+ 39.95% |
$131K - $154K
|
4.29K
$551K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.2K+ 14.26% |
$129K - $151K
|
9.62K
$1.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.19K+ 3.18% |
$128K - $150K
|
38.8K
$4.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.19K+ 9.07% |
$128K - $149K
|
14.3K
$1.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.19KNew |
$128K - $149K
|
1.19K
$153K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
1.13K+ 5.74% |
$121K - $142K
|
20.8K
$2.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.13K+ 9.95% |
$121K - $142K
|
12.5K
$1.6M
|