Purchases and Sales Made in Q1 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$240 - $260
|
3.29K
$440K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.01% |
$240 - $260
|
24.5K
$3.28M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.05% |
$240 - $260
|
4.17K
$557K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.68% |
$240 - $260
|
298
$39.8K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
2+ 0.22% |
$240 - $260
|
911
$122K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
2+ 0.06% |
$240 - $260
|
3.24K
$433K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.52% |
$240 - $260
|
383
$51.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.74% |
$240 - $260
|
273
$36.5K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.03% |
$240 - $260
|
6.42K
$858K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$240 - $260
|
3.29K
$440K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$120 - $130
|
7.4K
$989K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.83% |
$120 - $130
|
122
$16.3K
|
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1+ 0.01% |
$120 - $130
|
8.55K
$1.14M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
1+ 0.06% |
$120 - $130
|
1.62K
$217K
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1+ 0.06% |
$120 - $130
|
1.61K
$215K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$120 - $130
|
2.28K
$304K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1Closed |
$120 - $130
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1- 0.05% |
$120 - $130
|
1.85K
$247K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-2- 0.01% |
$240 - $260
|
14.5K
$1.93M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2- 0.09% |
$240 - $260
|
2.31K
$308K
|
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-2- 0.02% |
$240 - $260
|
11.7K
$1.56M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-3- 0.12% |
$360 - $389
|
2.44K
$326K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5- 0.17% |
$600 - $649
|
2.94K
$393K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-5- 0.12% |
$600 - $649
|
4.15K
$555K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-7- 0.11% |
$840 - $908
|
6.25K
$835K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9- 0.05% |
$1.08K - $1.17K
|
18.6K
$2.49M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.08K - $1.17K
|
4.91K
$656K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-9- 0.05% |
$1.08K - $1.17K
|
18.5K
$2.48M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9Closed |
$1.08K - $1.17K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9- 0.1% |
$1.08K - $1.17K
|
9.06K
$1.21M
|
|
|
May 05, 2022
Q1 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-10- 0.48% |
$1.2K - $1.3K
|
2.06K
$275K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-11- 0.36% |
$1.32K - $1.43K
|
3.09K
$412K
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.24% |
$1.44K - $1.56K
|
5.07K
$678K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-12- 1.32% |
$1.44K - $1.56K
|
900
$120K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-13- 0.03% |
$1.56K - $1.69K
|
37.6K
$5.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-14- 0.34% |
$1.68K - $1.82K
|
4.14K
$554K
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-14- 0.29% |
$1.68K - $1.82K
|
4.73K
$633K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-14- 0.26% |
$1.68K - $1.82K
|
5.31K
$709K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-15Closed |
$1.8K - $1.95K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16- 0.74% |
$1.92K - $2.08K
|
2.15K
$287K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-19- 0.6% |
$2.28K - $2.47K
|
3.14K
$420K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-21- 0.18% |
$2.52K - $2.72K
|
11.7K
$1.56M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-25- 0.67% |
$3K - $3.24K
|
3.72K
$497K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25- 7.91% |
$3K - $3.24K
|
291
$38.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.2% |
$3K - $3.24K
|
12.7K
$1.69M
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
SELL
|
- |
-28- 0.83% |
$3.36K - $3.63K
|
3.36K
$449K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-30- 0.34% |
$3.6K - $3.89K
|
8.82K
$1.18M
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-32- 1.44% |
$3.84K - $4.15K
|
2.19K
$293K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-32- 0.85% |
$3.84K - $4.15K
|
3.74K
$500K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-34- 1.22% |
$4.08K - $4.41K
|
2.76K
$369K
|