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 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-285Closed |
$34.2K - $37K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-286- 0.8% |
$34.3K - $37.1K
|
35.5K
$4.61M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-289- 1.97% |
$34.7K - $37.5K
|
14.4K
$1.87M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-300- 2.02% |
$36K - $38.9K
|
14.5K
$1.88M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-305- 7.46% |
$36.6K - $39.6K
|
3.78K
$491K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-310- 3.93% |
$37.2K - $40.2K
|
7.57K
$982K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-315- 4.14% |
$37.8K - $40.9K
|
7.3K
$946K
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-315- 11.89% |
$37.8K - $40.9K
|
2.34K
$303K
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-315- 6.01% |
$37.8K - $40.9K
|
4.92K
$639K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-320- 2.07% |
$38.4K - $41.5K
|
15.2K
$1.97M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-323Closed |
$38.8K - $41.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-324- 1.91% |
$38.9K - $42K
|
16.7K
$2.16M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-325- 1.73% |
$39K - $42.2K
|
18.5K
$2.4M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-325- 1.73% |
$39K - $42.2K
|
18.5K
$2.4M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-327- 2.49% |
$39.2K - $42.4K
|
12.8K
$1.66M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-327- 2.34% |
$39.2K - $42.4K
|
13.6K
$1.77M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-356- 1.47% |
$42.7K - $46.2K
|
23.9K
$3.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-365- 1.36% |
$43.8K - $47.4K
|
26.5K
$3.44M
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-372- 14.82% |
$44.6K - $48.3K
|
2.14K
$277K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-375- 2.36% |
$45K - $48.7K
|
15.5K
$2.02M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-380- 5.96% |
$45.6K - $49.3K
|
6K
$778K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-386- 5.97% |
$46.3K - $50.1K
|
6.08K
$788K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-398- 8.97% |
$47.8K - $51.6K
|
4.04K
$524K
|
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-400- 10.83% |
$48K - $51.9K
|
3.29K
$427K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-404- 18.09% |
$48.5K - $52.4K
|
1.83K
$237K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-405- 2.17% |
$48.6K - $52.5K
|
18.2K
$2.37M
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-409- 12.55% |
$49.1K - $53.1K
|
2.85K
$370K
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-413- 17.07% |
$49.6K - $53.6K
|
2.01K
$260K
|
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-430- 21.43% |
$51.6K - $55.8K
|
1.58K
$205K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-438Closed |
$52.6K - $56.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-440- 3.54% |
$52.8K - $57.1K
|
12K
$1.56M
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-450- 5.18% |
$54K - $58.4K
|
8.24K
$1.07M
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-451- 0.94% |
$54.1K - $58.5K
|
47.6K
$6.17M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-488- 13.79% |
$58.6K - $63.3K
|
3.05K
$396K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-498- 2.95% |
$59.8K - $64.6K
|
16.4K
$2.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-498- 2.06% |
$59.8K - $64.6K
|
23.6K
$3.06M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
SELL
|
- |
-500- 14.89% |
$60K - $64.9K
|
2.86K
$371K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-505- 6.05% |
$60.6K - $65.5K
|
7.85K
$1.02M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-509- 21.81% |
$61.1K - $66K
|
1.83K
$237K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-509- 0.93% |
$61.1K - $66K
|
54.5K
$7.06M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-521- 0.65% |
$62.5K - $67.6K
|
79.8K
$10.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-528- 4.17% |
$63.4K - $68.5K
|
12.1K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-541- 4.69% |
$64.9K - $70.2K
|
11K
$1.43M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-543- 3.91% |
$65.2K - $70.5K
|
13.3K
$1.73M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-546- 1.7% |
$65.5K - $70.8K
|
31.5K
$4.08M
|
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-548- 2.88% |
$65.8K - $71.1K
|
18.5K
$2.4M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-549- 0.91% |
$65.9K - $71.2K
|
59.8K
$7.75M
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-552- 5.14% |
$66.2K - $71.6K
|
10.2K
$1.32M
|
|
|
Apr 25, 2022
Q1 2022
|
Ti Trust, Inc
|
SELL
|
- |
-569- 21.74% |
$68.3K - $73.8K
|
2.05K
$266K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-596- 4.59% |
$71.5K - $77.3K
|
12.4K
$1.61M
|