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 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
690+ 2.71% |
$74.1K - $86.6K
|
26.2K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
684+ 18.04% |
$73.5K - $85.8K
|
4.48K
$575K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
654+ 4.78% |
$70.2K - $82.1K
|
14.3K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
646+ 0.82% |
$69.4K - $81.1K
|
79.4K
$10.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
646+ 15.99% |
$69.4K - $81.1K
|
4.69K
$602K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
646+ 20.86% |
$69.4K - $81.1K
|
3.74K
$481K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
641New |
$68.8K - $80.4K
|
641
$82.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
641New |
$68.8K - $80.4K
|
641
$82.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
631+ 4.39% |
$67.8K - $79.2K
|
15K
$1.93M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
630+ 1.27% |
$67.7K - $79.1K
|
50.1K
$6.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
617+ 4.93% |
$66.3K - $77.4K
|
13.1K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
616+ 15.57% |
$66.2K - $77.3K
|
4.57K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
613New |
$65.8K - $76.9K
|
613
$78.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
604+ 14.39% |
$64.9K - $75.8K
|
4.8K
$617K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
589+ 25.87% |
$63.3K - $73.9K
|
2.87K
$369K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
579+ 6.19% |
$62.2K - $72.7K
|
9.94K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
576+ 42.17% |
$61.9K - $72.3K
|
1.94K
$250K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
573+ 0.22% |
$61.5K - $71.9K
|
265K
$34.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
567+ 4.41% |
$60.9K - $71.2K
|
13.4K
$1.73M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
563+ 3.26% |
$60.5K - $70.7K
|
17.8K
$2.29M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
557+ 24.43% |
$59.8K - $69.9K
|
2.84K
$365K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
549+ 19.07% |
$59K - $68.9K
|
3.43K
$441K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
547+ 4.78% |
$58.7K - $68.6K
|
12K
$1.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
539New |
$57.9K - $67.6K
|
539
$69.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
535New |
$57.5K - $67.1K
|
535
$68.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
531New |
$57K - $66.6K
|
531
$68.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
529+ 0.15% |
$56.8K - $66.4K
|
346K
$44.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
523+ 2.56% |
$56.2K - $65.6K
|
21K
$2.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
514+ 1.17% |
$55.2K - $64.5K
|
44.3K
$5.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
514+ 1.09% |
$55.2K - $64.5K
|
47.8K
$6.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
511+ 1.34% |
$54.9K - $64.1K
|
38.7K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
505+ 1.53% |
$54.2K - $63.4K
|
33.6K
$4.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
502+ 12.84% |
$53.9K - $63K
|
4.41K
$567K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
500+ 12.52% |
$53.7K - $62.8K
|
4.5K
$578K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
475New |
$51K - $59.6K
|
475
$61.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
464New |
$49.8K - $58.2K
|
464
$59.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
462+ 18.22% |
$49.6K - $58K
|
3K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
454+ 0.95% |
$48.8K - $57K
|
48.2K
$6.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
437+ 3.25% |
$46.9K - $54.8K
|
13.9K
$1.78M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
432+ 0.95% |
$46.4K - $54.2K
|
45.7K
$5.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
426+ 4.67% |
$45.7K - $53.5K
|
9.55K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
412+ 1.82% |
$44.2K - $51.7K
|
23.1K
$2.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
411+ 14.32% |
$44.1K - $51.6K
|
3.28K
$422K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
410+ 341.67% |
$44K - $51.5K
|
530
$68.1K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
402+ 4.32% |
$43.2K - $50.5K
|
9.7K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
400+ 22.88% |
$43K - $50.2K
|
2.15K
$276K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
397+ 1.78% |
$42.6K - $49.8K
|
22.7K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
387+ 3.92% |
$41.6K - $48.6K
|
10.3K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
384+ 114.97% |
$41.2K - $48.2K
|
718
$92.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
381+ 0.98% |
$40.9K - $47.8K
|
39.4K
$5.07M
|