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
|
Bartlett & Co. LLC
|
BUY
|
- |
200+ 2.33% |
$24K - $26K
|
8.77K
$1.14M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
200+ 2.46% |
$24K - $26K
|
8.33K
$1.08M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
195+ 11.68% |
$23.4K - $25.3K
|
1.87K
$242K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
194+ 0.13% |
$23.3K - $25.2K
|
152K
$19.7M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
192+ 2.9% |
$23K - $24.9K
|
6.81K
$884K
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
185+ 7.38% |
$22.2K - $24K
|
2.69K
$349K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
181+ 161.61% |
$21.7K - $23.5K
|
293
$38K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
178+ 0.72% |
$21.4K - $23.1K
|
24.9K
$3.23M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
169New |
$20.3K - $21.9K
|
169
$21.9K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
167+ 4.59% |
$20K - $21.7K
|
3.81K
$494K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
167New |
$20K - $21.7K
|
167
$21.7K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
161+ 0.77% |
$19.3K - $20.9K
|
21K
$2.72M
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
160+ 8.26% |
$19.2K - $20.8K
|
2.1K
$272K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
150+ 0.9% |
$18K - $19.5K
|
16.7K
$2.17M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
148+ 2.42% |
$17.8K - $19.2K
|
6.26K
$811K
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
146+ 2.71% |
$17.5K - $18.9K
|
5.54K
$718K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
140+ 19.07% |
$16.8K - $18.2K
|
874
$113K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
137+ 1.32% |
$16.4K - $17.8K
|
10.5K
$1.37M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
135+ 7.14% |
$16.2K - $17.5K
|
2.03K
$263K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
134+ 0.61% |
$16.1K - $17.4K
|
22K
$2.85M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
129+ 2.61% |
$15.5K - $16.7K
|
5.07K
$658K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
127+ 5.98% |
$15.2K - $16.5K
|
2.25K
$292K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
124+ 1.41% |
$14.9K - $16.1K
|
8.95K
$1.16M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
122+ 7.29% |
$14.6K - $15.8K
|
1.8K
$233K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
121+ 1.83% |
$14.5K - $15.7K
|
6.73K
$873K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
115+ 0.47% |
$13.8K - $14.9K
|
24.4K
$3.16M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
114New |
$13.7K - $14.8K
|
114
$14.8K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
105+ 0.39% |
$12.6K - $13.6K
|
27.1K
$3.51M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
105+ 0.69% |
$12.6K - $13.6K
|
15.3K
$1.99M
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
102+ 3.82% |
$12.2K - $13.2K
|
2.77K
$360K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
100+ 40.0% |
$12K - $13K
|
350
$45.4K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
99+ 0.62% |
$11.9K - $12.8K
|
16.1K
$2.09M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
95New |
$11.4K - $12.3K
|
95
$12.3K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
95+ 1.16% |
$11.4K - $12.3K
|
8.26K
$1.07M
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
90+ 0.3% |
$10.8K - $11.7K
|
30.6K
$3.97M
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
85+ 0.72% |
$10.2K - $11K
|
11.9K
$1.54M
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
85+ 2.63% |
$10.2K - $11K
|
3.31K
$430K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
84+ 0.28% |
$10.1K - $10.9K
|
29.9K
$3.87M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81+ 1.2% |
$9.72K - $10.5K
|
6.85K
$889K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
80+ 0.66% |
$9.6K - $10.4K
|
12.2K
$1.58M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
77+ 1.28% |
$9.24K - $9.99K
|
6.11K
$792K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
75+ 4.13% |
$9K - $9.73K
|
1.89K
$246K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
74+ 3.06% |
$8.88K - $9.6K
|
2.49K
$323K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
71+ 3.22% |
$8.52K - $9.21K
|
2.27K
$295K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
69+ 0.56% |
$8.28K - $8.95K
|
12.5K
$1.62M
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
69+ 1.17% |
$8.28K - $8.95K
|
5.98K
$776K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
68+ 0.6% |
$8.16K - $8.82K
|
11.4K
$1.48M
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
65+ 0.27% |
$7.8K - $8.43K
|
23.8K
$3.08M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
63+ 0.46% |
$7.56K - $8.17K
|
13.8K
$1.79M
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
61+ 2.34% |
$7.32K - $7.91K
|
2.67K
$346K
|