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
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
4.5KNew |
$540K - $584K
|
4.5K
$584K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.48KNew |
$537K - $581K
|
4.48K
$581K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.28K+ 10.65% |
$514K - $556K
|
44.5K
$5.77M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.23K+ 111.98% |
$508K - $549K
|
8.02K
$1.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
4.21KNew |
$505K - $546K
|
4.21K
$546K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.17K+ 14.14% |
$500K - $540K
|
33.6K
$4.36M
|
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.13K+ 7.52% |
$496K - $536K
|
59.1K
$7.66M
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.1K+ 132.17% |
$491K - $531K
|
7.2K
$933K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.09K+ 11.18% |
$491K - $531K
|
40.7K
$5.28M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
4.04K+ 20.91% |
$485K - $524K
|
23.4K
$3.03M
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
4.01K+ 2.07% |
$481K - $521K
|
198K
$25.6M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.97K+ 2.12% |
$476K - $515K
|
191K
$24.7M
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.93K+ 10.63% |
$472K - $510K
|
40.9K
$5.31M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
3.91K+ 1.33% |
$469K - $507K
|
297K
$38.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
3.87KNew |
$464K - $502K
|
3.87K
$502K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.87KNew |
$464K - $502K
|
3.87K
$502K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.76K+ 59.44% |
$451K - $487K
|
10.1K
$1.31M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.69K+ 3.74% |
$442K - $478K
|
102K
$13.3M
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
3.63K+ 8.85% |
$436K - $471K
|
44.7K
$5.79M
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.55K+ 31.17% |
$426K - $460K
|
14.9K
$1.94M
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.49KNew |
$419K - $453K
|
3.49K
$453K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.46K+ 4.17% |
$415K - $449K
|
86.4K
$11.2M
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3.4KNew |
$408K - $441K
|
3.4K
$441K
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.32K+ 22.84% |
$398K - $430K
|
17.8K
$2.31M
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 10.09% |
$393K - $425K
|
35.8K
$4.64M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.27K+ 11.31% |
$392K - $424K
|
32.1K
$4.17M
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3.26K+ 17.12% |
$392K - $424K
|
22.3K
$2.9M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.23KNew |
$388K - $419K
|
3.23K
$419K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.21K+ 91.97% |
$385K - $416K
|
6.69K
$868K
|
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.18KNew |
$382K - $413K
|
3.18K
$412K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
3.16K+ 146.98% |
$380K - $410K
|
5.32K
$689K
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.11K+ 679.91% |
$374K - $404K
|
3.57K
$463K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
3.08KNew |
$369K - $399K
|
3.08K
$399K
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 62.38% |
$368K - $398K
|
7.99K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.02K+ 85.39% |
$362K - $392K
|
6.56K
$851K
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.01KNew |
$361K - $390K
|
3.01K
$390K
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.97KNew |
$356K - $385K
|
2.97K
$385K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.93K+ 7.31% |
$352K - $380K
|
43K
$5.58M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.91K+ 5.33% |
$349K - $378K
|
57.6K
$7.47M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
2.91K+ 2.48% |
$349K - $378K
|
120K
$15.6M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.9KNew |
$348K - $376K
|
2.9K
$376K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
2.67KNew |
$320K - $346K
|
2.67K
$346K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
2.67K+ 5.77% |
$320K - $346K
|
48.8K
$6.33M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 8.54% |
$315K - $340K
|
33.4K
$4.33M
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$312K - $337K
|
2.6K
$337K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.55K+ 1.77% |
$306K - $331K
|
147K
$19.1M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.55K+ 23.27% |
$306K - $330K
|
13.5K
$1.75M
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
BUY
|
- |
2.51K+ 75.18% |
$301K - $325K
|
5.84K
$757K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.43K+ 31.97% |
$292K - $316K
|
10K
$1.3M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.42K+ 32.74% |
$290K - $313K
|
9.79K
$1.27M
|