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 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
830New |
$99.6K - $108K
|
830
$108K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
815+ 22.12% |
$97.8K - $106K
|
4.5K
$584K
|
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
780+ 11.06% |
$93.6K - $101K
|
7.83K
$1.02M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
753New |
$90.4K - $97.7K
|
753
$97.7K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
746+ 82.16% |
$89.5K - $96.8K
|
1.65K
$215K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
744+ 6.33% |
$89.3K - $96.5K
|
12.5K
$1.62M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
718+ 1.54% |
$86.2K - $93.2K
|
47.4K
$6.15M
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
712+ 1.03% |
$85.4K - $92.4K
|
69.6K
$9.02M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
698+ 7.56% |
$83.8K - $90.6K
|
9.93K
$1.29M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
698+ 2.21% |
$83.8K - $90.6K
|
32.3K
$4.19M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
693+ 23.87% |
$83.2K - $89.9K
|
3.6K
$466K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
687+ 4.0% |
$82.4K - $89.1K
|
17.9K
$2.32M
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
674+ 7.47% |
$80.9K - $87.5K
|
9.7K
$1.26M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
651New |
$78.1K - $84.5K
|
651
$84.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
646+ 3.88% |
$77.5K - $83.8K
|
17.3K
$2.24M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
638+ 33.49% |
$76.6K - $82.8K
|
2.54K
$330K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
623New |
$74.8K - $80.8K
|
623
$80.8K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
606+ 1.0% |
$72.7K - $78.6K
|
61.5K
$7.98M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
592+ 8.08% |
$71K - $76.8K
|
7.92K
$1.03M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
589+ 5.34% |
$70.7K - $76.4K
|
11.6K
$1.51M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
583+ 64.14% |
$70K - $75.6K
|
1.49K
$194K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
580+ 148.34% |
$69.6K - $75.3K
|
971
$126K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
568+ 1.36% |
$68.2K - $73.7K
|
42.2K
$5.48M
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
566+ 20.79% |
$67.9K - $73.4K
|
3.29K
$426K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
551+ 11.67% |
$66.1K - $71.5K
|
5.27K
$684K
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
545+ 0.74% |
$65.4K - $70.7K
|
74K
$9.59M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
537+ 0.76% |
$64.4K - $69.7K
|
71.3K
$9.25M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
533+ 2.84% |
$64K - $69.2K
|
19.3K
$2.5M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
532+ 0.9% |
$63.8K - $69K
|
59.6K
$7.73M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
528+ 3.15% |
$63.4K - $68.5K
|
17.3K
$2.24M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
501+ 2.63% |
$60.1K - $65K
|
19.5K
$2.53M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
500+ 4.13% |
$60K - $64.9K
|
12.6K
$1.64M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
500+ 4.82% |
$60K - $64.9K
|
10.9K
$1.41M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
500+ 58.75% |
$60K - $64.9K
|
1.35K
$175K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
495+ 0.78% |
$59.4K - $64.2K
|
63.8K
$8.27M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
490+ 5.75% |
$58.8K - $63.6K
|
9.01K
$1.17M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
480+ 0.19% |
$57.6K - $62.3K
|
248K
$32.2M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
477+ 1.87% |
$57.2K - $61.9K
|
26K
$3.37M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
473+ 0.93% |
$56.8K - $61.4K
|
51.2K
$6.64M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
467+ 6.62% |
$56K - $60.6K
|
7.52K
$975K
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
465New |
$55.8K - $60.3K
|
465
$60.3K
|
|
|
Aug 21, 2023
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
465New |
$55.8K - $60.3K
|
465
$60.3K
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
462+ 2.21% |
$55.4K - $59.9K
|
21.4K
$2.77M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
451+ 16.56% |
$54.1K - $58.5K
|
3.18K
$412K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
451+ 7.76% |
$54.1K - $58.5K
|
6.26K
$812K
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
450New |
$54K - $58.4K
|
450
$58.4K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
437+ 3.65% |
$52.4K - $56.7K
|
12.4K
$1.61M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
432+ 5.83% |
$51.8K - $56.1K
|
7.85K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
431+ 100.0% |
$51.7K - $55.9K
|
862
$112K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
431+ 0.4% |
$51.7K - $55.9K
|
108K
$14M
|