Purchases and Sales Made in Q2 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.09K+ 24.31% |
$237K - $276K
|
10.7K
$1.48M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.08KNew |
$236K - $275K
|
2.08K
$288K
|
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
2.06K+ 5.86% |
$234K - $273K
|
37.3K
$5.15M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.06K+ 8.62% |
$233K - $272K
|
25.9K
$3.58M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.05K+ 45.8% |
$232K - $271K
|
6.53K
$903K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.03K+ 15.02% |
$229K - $268K
|
15.5K
$2.15M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.02KNew |
$229K - $267K
|
2.02K
$280K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.02KNew |
$229K - $267K
|
2.02K
$280K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.01K+ 34.65% |
$228K - $266K
|
7.81K
$1.08M
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.01KNew |
$228K - $266K
|
2.01K
$278K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.01K+ 19.89% |
$227K - $265K
|
12.1K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.01K+ 19.89% |
$227K - $265K
|
12.1K
$1.68M
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2KNew |
$227K - $265K
|
2K
$277K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.98K+ 6.78% |
$224K - $262K
|
31.2K
$4.31M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.98KNew |
$224K - $261K
|
1.98K
$274K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.94KNew |
$219K - $256K
|
1.94K
$268K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 15.08% |
$213K - $249K
|
14.4K
$1.99M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.84K+ 53.11% |
$209K - $244K
|
5.31K
$735K
|
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.84K+ 0.93% |
$208K - $243K
|
199K
$27.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.82K+ 16.37% |
$206K - $240K
|
12.9K
$1.79M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
1.81K+ 1.44% |
$205K - $239K
|
127K
$17.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.79K+ 16.41% |
$203K - $237K
|
12.7K
$1.76M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.79K+ 28.21% |
$203K - $237K
|
8.15K
$1.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
1.78K+ 8.79% |
$201K - $235K
|
22K
$3.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.75K+ 4.89% |
$198K - $231K
|
37.5K
$5.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.75K+ 6.42% |
$198K - $231K
|
29K
$4.01M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.72KNew |
$195K - $228K
|
1.72K
$238K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.72K+ 3.25% |
$195K - $228K
|
54.7K
$7.57M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.72K+ 79.08% |
$195K - $227K
|
3.9K
$539K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.71KNew |
$193K - $226K
|
1.71K
$236K
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.7KNew |
$193K - $225K
|
1.7K
$236K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.67K+ 16.84% |
$189K - $221K
|
11.6K
$1.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 123.17% |
$188K - $220K
|
3.02K
$417K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.65K+ 6.35% |
$187K - $218K
|
27.6K
$3.82M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.64K+ 23.63% |
$186K - $217K
|
8.57K
$1.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.61KNew |
$183K - $213K
|
1.61K
$223K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.61K+ 1.17% |
$183K - $213K
|
139K
$19.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.6K+ 12.84% |
$181K - $211K
|
14.1K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.52K+ 12.2% |
$172K - $200K
|
13.9K
$1.93M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.5K+ 4.97% |
$170K - $198K
|
31.7K
$4.39M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
1.5K+ 1.88% |
$169K - $198K
|
80.9K
$11.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
1.49K+ 70.45% |
$169K - $197K
|
3.61K
$499K
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 4.16% |
$168K - $197K
|
37.2K
$5.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
1.46K+ 19.87% |
$165K - $193K
|
8.8K
$1.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.44K+ 32.95% |
$163K - $190K
|
5.8K
$802K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.44K+ 62.0% |
$163K - $190K
|
3.75K
$519K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.41KNew |
$159K - $186K
|
1.41K
$195K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.4K+ 11666.67% |
$158K - $185K
|
1.41K
$195K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.37K+ 89.37% |
$155K - $181K
|
2.9K
$402K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.34K+ 16.32% |
$152K - $177K
|
9.54K
$1.32M
|