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 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.41K+ 24130.0% |
$290K - $313K
|
2.42K
$324K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.41K+ 26.87% |
$289K - $313K
|
11.4K
$1.52M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.4KNew |
$288K - $312K
|
2.4K
$321K
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.4KNew |
$288K - $311K
|
2.4K
$321K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
2.4K+ 37.4% |
$288K - $311K
|
8.81K
$1.18M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.38KNew |
$286K - $309K
|
2.38K
$318K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.32K+ 15.34% |
$278K - $301K
|
17.4K
$2.33M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.3K+ 462.25% |
$276K - $299K
|
2.8K
$374K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.3K+ 26.09% |
$276K - $298K
|
11.1K
$1.49M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
2.28K+ 25.28% |
$274K - $296K
|
11.3K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.28K+ 9.11% |
$273K - $295K
|
27.3K
$3.64M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.27K+ 4.33% |
$272K - $294K
|
54.6K
$7.3M
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.26KNew |
$271K - $293K
|
2.26K
$302K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.25K+ 2.58% |
$270K - $292K
|
89.3K
$11.9M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.24K+ 99.16% |
$268K - $290K
|
4.49K
$601K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.21K+ 133.7% |
$265K - $286K
|
3.86K
$515K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17K+ 3.84% |
$261K - $282K
|
58.8K
$7.86M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.13K+ 5.25% |
$256K - $277K
|
42.7K
$5.71M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.13K+ 60.18% |
$255K - $276K
|
5.67K
$757K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.12K+ 1.41% |
$255K - $276K
|
153K
$20.5M
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.1K+ 13.39% |
$251K - $272K
|
17.7K
$2.37M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.09K+ 6.84% |
$251K - $271K
|
32.7K
$4.37M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.06K+ 3.56% |
$247K - $267K
|
60K
$8.02M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
2.05K+ 17.78% |
$246K - $266K
|
13.6K
$1.81M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.02K+ 7.27% |
$242K - $262K
|
29.8K
$3.99M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01K+ 7.13% |
$241K - $261K
|
30.2K
$4.04M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2K+ 91.03% |
$240K - $260K
|
4.2K
$561K
|
|
|
May 09, 2022
Q1 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.98K+ 5.97% |
$238K - $257K
|
35.2K
$4.7M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.97K+ 21.49% |
$236K - $255K
|
11.1K
$1.48M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.93KNew |
$232K - $251K
|
1.93K
$258K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.92K+ 6.55% |
$231K - $250K
|
31.3K
$4.18M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.91KNew |
$229K - $248K
|
1.91K
$256K
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 34.8% |
$229K - $248K
|
7.4K
$989K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.87K+ 12.45% |
$224K - $242K
|
16.8K
$2.25M
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.86KNew |
$224K - $242K
|
1.86K
$249K
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
1.86KNew |
$223K - $241K
|
1.86K
$248K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.79KNew |
$215K - $232K
|
1.79K
$239K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.75KNew |
$210K - $227K
|
1.75K
$233K
|
|
|
Apr 26, 2022
Q1 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.74KNew |
$209K - $226K
|
1.74K
$233K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.73K+ 6.58% |
$207K - $224K
|
28K
$3.74M
|
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.73KNew |
$207K - $224K
|
1.73K
$231K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.68KNew |
$201K - $218K
|
1.68K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.68KNew |
$201K - $217K
|
1.68K
$224K
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.66KNew |
$199K - $215K
|
1.66K
$221K
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.65K+ 3.96% |
$198K - $214K
|
43.2K
$5.78M
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
BUY
|
- |
1.64KNew |
$197K - $213K
|
1.64K
$219K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.64K+ 14.67% |
$197K - $213K
|
12.8K
$1.71M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.63KNew |
$196K - $211K
|
1.63K
$218K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.62K+ 12.81% |
$194K - $210K
|
14.3K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.62KNew |
$194K - $210K
|
1.62K
$216K
|