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 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.16K- 17.92% |
$139K - $150K
|
5.31K
$688K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 9.79% |
$140K - $151K
|
10.7K
$1.39M
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.18K- 36.53% |
$142K - $153K
|
2.05K
$266K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$144K - $156K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.24K- 4.94% |
$149K - $161K
|
23.9K
$3.1M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.27K- 1.04% |
$153K - $165K
|
122K
$15.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.28K- 2.52% |
$154K - $167K
|
49.6K
$6.43M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.29K- 23.05% |
$155K - $167K
|
4.3K
$558K
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.34K- 43.73% |
$161K - $174K
|
1.73K
$224K
|
|
|
Jun 28, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.38K- 3.39% |
$165K - $179K
|
39.3K
$5.1M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.39K- 12.09% |
$167K - $181K
|
10.1K
$1.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.43K- 11.72% |
$171K - $185K
|
10.8K
$1.4M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.46K- 0.67% |
$175K - $189K
|
218K
$28.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.47KClosed |
$176K - $191K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.48K- 1.17% |
$178K - $192K
|
126K
$16.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.5K- 15.51% |
$179K - $194K
|
8.14K
$1.06M
|
|
|
May 03, 2022
Q1 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-1.5K- 17.86% |
$180K - $195K
|
6.9K
$895K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.55K- 42.21% |
$185K - $200K
|
2.12K
$274K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.55K- 20.7% |
$186K - $202K
|
5.96K
$772K
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.59K- 6.44% |
$190K - $206K
|
23.1K
$2.99M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.6K- 35.01% |
$192K - $207K
|
2.97K
$385K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.6KClosed |
$192K - $207K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.6K- 25.51% |
$192K - $208K
|
4.67K
$606K
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.6K- 7.77% |
$192K - $208K
|
19K
$2.46M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.65K- 0.57% |
$198K - $214K
|
286K
$37.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.65K- 32.25% |
$198K - $214K
|
3.47K
$450K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.75K- 46.28% |
$210K - $227K
|
2.03K
$263K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.8KClosed |
$216K - $234K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.85K- 4.73% |
$222K - $240K
|
37.3K
$4.83M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.93KClosed |
$231K - $250K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.94KClosed |
$233K - $252K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
SELL
|
- |
-1.94K- 2.38% |
$233K - $252K
|
79.4K
$10.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-1.98KClosed |
$238K - $257K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-2.01K- 16.12% |
$241K - $260K
|
10.4K
$1.35M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-2.01KClosed |
$241K - $260K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-2.05KClosed |
$246K - $267K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.08K- 2.38% |
$249K - $270K
|
85.2K
$11.1M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.09KClosed |
$250K - $271K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-2.1KClosed |
$252K - $272K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.1KClosed |
$252K - $273K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.15K- 3.56% |
$258K - $279K
|
58.2K
$7.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2.26KClosed |
$271K - $293K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.29K- 12.68% |
$274K - $297K
|
15.7K
$2.04M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.29K- 2.54% |
$275K - $298K
|
88.1K
$11.4M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.33K- 41.82% |
$279K - $302K
|
3.24K
$420K
|
|
|
Apr 25, 2022
Q1 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-2.35KClosed |
$282K - $305K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.42K- 35.91% |
$290K - $314K
|
4.31K
$560K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.47KClosed |
$296K - $321K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.53K- 1.11% |
$304K - $329K
|
226K
$29.3M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.54K- 15.72% |
$305K - $330K
|
13.6K
$1.77M
|