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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-111- 4.76% |
$13.3K - $14.4K
|
2.22K
$288K
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-116- 3.09% |
$13.9K - $15.1K
|
3.63K
$471K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-118- 1.46% |
$14.2K - $15.3K
|
7.96K
$1.03M
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-118- 2.29% |
$14.2K - $15.3K
|
5.04K
$654K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 1.74% |
$14.4K - $15.6K
|
6.77K
$878K
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-122- 0.39% |
$14.6K - $15.8K
|
30.9K
$4M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-127Closed |
$15.2K - $16.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-135- 0.96% |
$16.2K - $17.5K
|
14K
$1.81M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-138- 1.1% |
$16.6K - $17.9K
|
12.4K
$1.61M
|
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-139- 1.53% |
$16.7K - $18K
|
8.97K
$1.16M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-147- 2.36% |
$17.6K - $19.1K
|
6.08K
$788K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-149- 0.42% |
$17.9K - $19.3K
|
35.3K
$4.57M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-150- 0.25% |
$18K - $19.5K
|
59.2K
$7.67M
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-150- 2.56% |
$18K - $19.5K
|
5.71K
$740K
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-156- 1.54% |
$18.7K - $20.2K
|
9.97K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-157- 6.97% |
$18.8K - $20.4K
|
2.1K
$272K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-163- 8.67% |
$19.6K - $21.1K
|
1.72K
$223K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-165Closed |
$19.8K - $21.4K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-165- 8.51% |
$19.8K - $21.4K
|
1.78K
$230K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-166- 2.36% |
$19.9K - $21.5K
|
6.88K
$892K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-167- 1.02% |
$20K - $21.7K
|
16.3K
$2.11M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-168- 1.3% |
$20.2K - $21.8K
|
12.7K
$1.65M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-169- 0.31% |
$20.3K - $21.9K
|
54.4K
$7.06M
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-170- 2.18% |
$20.4K - $22.1K
|
7.63K
$990K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-174- 1.61% |
$20.9K - $22.6K
|
10.6K
$1.38M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-174- 63.04% |
$20.9K - $22.6K
|
102
$13.2K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-180- 39.65% |
$21.6K - $23.4K
|
274
$35.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-182- 1.51% |
$21.8K - $23.6K
|
11.9K
$1.54M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-184- 90.64% |
$22.1K - $23.9K
|
19
$2.46K
|
|
|
Apr 22, 2022
Q1 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-190- 3.03% |
$22.8K - $24.7K
|
6.07K
$788K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-199- 8.68% |
$23.9K - $25.8K
|
2.09K
$271K
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-208- 0.45% |
$25K - $27K
|
46.5K
$6.02M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-211- 11.36% |
$25.3K - $27.4K
|
1.65K
$213K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-212- 1.25% |
$25.4K - $27.5K
|
16.7K
$2.17M
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-213- 7.39% |
$25.6K - $27.6K
|
2.67K
$346K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-217- 1.36% |
$26K - $28.2K
|
15.8K
$2.05M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-223- 2.79% |
$26.8K - $28.9K
|
7.78K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-238Closed |
$28.6K - $30.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-239- 0.37% |
$28.7K - $31K
|
64.8K
$8.4M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-248- 72.09% |
$29.8K - $32.2K
|
96
$12.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-250- 8.91% |
$30K - $32.4K
|
2.56K
$331K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-254- 5.15% |
$30.5K - $33K
|
4.68K
$606K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-255- 3.44% |
$30.6K - $33.1K
|
7.16K
$928K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-256- 0.66% |
$30.7K - $33.2K
|
38.5K
$4.99M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-259- 12.37% |
$31.1K - $33.6K
|
1.84K
$238K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-261Closed |
$31.3K - $33.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-262- 11.86% |
$31.4K - $34K
|
1.95K
$253K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-272- 2.17% |
$32.6K - $35.3K
|
12.3K
$1.59M
|
|
|
May 12, 2022
Q1 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-277- 11.89% |
$33.2K - $35.9K
|
2.05K
$266K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-281- 13.11% |
$33.7K - $36.5K
|
1.86K
$242K
|