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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 1.27% |
$119K - $139K
|
88.7K
$11.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 32.4% |
$119K - $139K
|
4.52K
$581K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.09K+ 12.98% |
$117K - $137K
|
9.52K
$1.22M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.09K+ 11.0% |
$117K - $136K
|
10.9K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.08KNew |
$115K - $135K
|
1.08K
$138K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.06K+ 16.75% |
$113K - $132K
|
7.35K
$946K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.04K+ 2.94% |
$111K - $130K
|
36.2K
$4.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 15.62% |
$111K - $130K
|
7.66K
$985K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 3.3% |
$110K - $129K
|
32.1K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.03KNew |
$110K - $129K
|
1.03K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.02K+ 48.46% |
$110K - $128K
|
3.13K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 7.14% |
$107K - $126K
|
15K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
996+ 10.48% |
$107K - $125K
|
10.5K
$1.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
992+ 8.68% |
$107K - $124K
|
12.4K
$1.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
983+ 10.85% |
$106K - $123K
|
10K
$1.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
975+ 43.33% |
$105K - $122K
|
3.23K
$415K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
953+ 0.83% |
$102K - $120K
|
116K
$15M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
930+ 2.24% |
$99.9K - $117K
|
42.4K
$5.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
926+ 6.81% |
$99.4K - $116K
|
14.5K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
923+ 3.2% |
$99.1K - $116K
|
29.8K
$3.83M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
922New |
$99K - $116K
|
922
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
918+ 3.81% |
$98.6K - $115K
|
25K
$3.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
910+ 7.86% |
$97.7K - $114K
|
12.5K
$1.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
903+ 6.22% |
$97K - $113K
|
15.4K
$1.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
898+ 1.04% |
$96.4K - $113K
|
87.3K
$11.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
892+ 586.84% |
$95.8K - $112K
|
1.04K
$134K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
889+ 6.89% |
$95.5K - $112K
|
13.8K
$1.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
876+ 8.85% |
$94.1K - $110K
|
10.8K
$1.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
863+ 11.81% |
$92.7K - $108K
|
8.17K
$1.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
859+ 3.2% |
$92.2K - $108K
|
27.7K
$3.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
858+ 18.92% |
$92.1K - $108K
|
5.39K
$693K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
852+ 2.65% |
$91.5K - $107K
|
33K
$4.24M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
845New |
$90.7K - $106K
|
845
$109K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
826+ 32.23% |
$88.7K - $104K
|
3.39K
$436K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
809+ 2.54% |
$86.9K - $102K
|
32.7K
$4.21M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
800New |
$85.9K - $100K
|
800
$103K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
800+ 7.03% |
$85.9K - $100K
|
12.2K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
795+ 24.48% |
$85.4K - $99.8K
|
4.04K
$520K
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
791+ 1.54% |
$84.9K - $99.3K
|
52.3K
$6.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
788+ 4.28% |
$84.6K - $98.9K
|
19.2K
$2.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
785+ 6.78% |
$84.3K - $98.5K
|
12.4K
$1.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
783+ 2.04% |
$84.1K - $98.3K
|
39.1K
$5.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
757+ 18.12% |
$81.3K - $95K
|
4.93K
$634K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
746+ 3.36% |
$80.1K - $93.6K
|
22.9K
$2.95M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
745+ 11.41% |
$80K - $93.5K
|
7.28K
$936K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
723+ 60.4% |
$77.6K - $90.7K
|
1.92K
$247K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
706+ 16.54% |
$75.8K - $88.6K
|
4.97K
$640K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
705+ 12.47% |
$75.7K - $88.5K
|
6.36K
$817K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
701+ 1.34% |
$75.3K - $88K
|
53.1K
$6.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
700New |
$75.2K - $87.9K
|
700
$90K
|