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
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
9.17KNew |
$1.1M - $1.19M
|
9.17K
$1.19M
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
9.11KNew |
$1.09M - $1.18M
|
9.11K
$1.18M
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8.92K+ 3.44% |
$1.07M - $1.16M
|
268K
$34.8M
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
8.77K+ 17.68% |
$1.05M - $1.14M
|
58.4K
$7.57M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.75K+ 236.33% |
$1.05M - $1.14M
|
12.5K
$1.61M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.64K+ 6.67% |
$1.04M - $1.12M
|
138K
$17.9M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.63K+ 93.66% |
$1.04M - $1.12M
|
17.8K
$2.31M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.58KNew |
$1.03M - $1.11M
|
8.58K
$1.11M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.57K+ 42.07% |
$1.03M - $1.11M
|
28.9K
$3.75M
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.43K+ 12.15% |
$1.01M - $1.09M
|
77.8K
$10.1M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.37K+ 48.67% |
$1M - $1.09M
|
25.6K
$3.32M
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
8.2K+ 4.31% |
$984K - $1.06M
|
199K
$25.8M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.04K+ 144.98% |
$964K - $1.04M
|
13.6K
$1.76M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.89KNew |
$947K - $1.02M
|
7.89K
$1.02M
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.73K+ 53.07% |
$927K - $1M
|
22.3K
$2.89M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.6K+ 27.0% |
$912K - $986K
|
35.8K
$4.64M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.56K+ 1.22% |
$907K - $981K
|
627K
$81.3M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.35K+ 56.35% |
$882K - $953K
|
20.4K
$2.64M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.31K+ 186.93% |
$877K - $948K
|
11.2K
$1.45M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
7.01KNew |
$842K - $910K
|
7.01K
$910K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.82K+ 29.52% |
$818K - $884K
|
29.9K
$3.88M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.77K+ 44.63% |
$813K - $879K
|
22K
$2.85M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.75KNew |
$809K - $875K
|
6.75K
$875K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.66K+ 3.27% |
$799K - $863K
|
210K
$27.3M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.64K+ 1051.66% |
$796K - $861K
|
7.27K
$943K
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
6.64KNew |
$796K - $861K
|
6.64K
$861K
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
6.53K+ 231.31% |
$784K - $847K
|
9.35K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.44K+ 27.8% |
$772K - $835K
|
29.6K
$3.84M
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.28K+ 4.79% |
$753K - $815K
|
137K
$17.8M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
6.24K+ 63.46% |
$748K - $809K
|
16.1K
$2.08M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.22K+ 9.44% |
$746K - $807K
|
72.1K
$9.35M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.14K+ 6.02% |
$736K - $796K
|
108K
$14M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.98K+ 12.59% |
$717K - $776K
|
53.4K
$6.93M
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.82K+ 12.25% |
$698K - $755K
|
53.3K
$6.91M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.74KNew |
$688K - $744K
|
5.74K
$744K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
5.73K+ 11.82% |
$688K - $744K
|
54.2K
$7.04M
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
5.6K+ 30.35% |
$672K - $727K
|
24.1K
$3.12M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.55K+ 33.33% |
$666K - $720K
|
22.2K
$2.88M
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
5.46K+ 51.63% |
$656K - $709K
|
16K
$2.08M
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.46KNew |
$656K - $709K
|
5.46K
$709K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.45K+ 37.64% |
$654K - $707K
|
19.9K
$2.58M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5.39K+ 89.8% |
$646K - $699K
|
11.4K
$1.48M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.38K+ 7.51% |
$645K - $698K
|
77K
$9.99M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.08K+ 97.02% |
$610K - $659K
|
10.3K
$1.34M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.05KNew |
$606K - $655K
|
5.05K
$655K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.04K+ 14.44% |
$605K - $654K
|
39.9K
$5.18M
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
4.93KNew |
$592K - $640K
|
4.93K
$640K
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
4.91K+ 192.97% |
$589K - $637K
|
7.46K
$967K
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.69KNew |
$563K - $609K
|
4.69K
$609K
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
4.67KNew |
$561K - $606K
|
4.67K
$606K
|