Purchases and Sales Made in Q3 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8+ 0.08% |
$858 - $1.02K
|
9.89K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.46% |
$858 - $1.02K
|
1.76K
$229K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.12% |
$751 - $894
|
5.83K
$756K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6New |
$643 - $766
|
6
$778
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
6+ 0.04% |
$643 - $766
|
13.4K
$1.73M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.53% |
$536 - $639
|
950
$123K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.09% |
$536 - $639
|
5.44K
$706K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.07% |
$536 - $639
|
6.78K
$879K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.45% |
$429 - $511
|
279
$36.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.46% |
$429 - $511
|
865
$112K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3+ 0.05% |
$322 - $383
|
6.55K
$850K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.04% |
$322 - $383
|
7.77K
$1.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
3+ 0.13% |
$322 - $383
|
2.31K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.1% |
$214 - $255
|
2.1K
$272K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 20.0% |
$214 - $255
|
12
$1.56K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.01% |
$214 - $255
|
24.6K
$3.19M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2+ 0.05% |
$214 - $255
|
4.29K
$556K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
2+ 0.01% |
$214 - $255
|
15.5K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.01% |
$214 - $255
|
14.9K
$1.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2+ 0.1% |
$214 - $255
|
1.98K
$256K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$214 - $255
|
7.4K
$960K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.07% |
$214 - $255
|
3.06K
$396K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 1.35% |
$107 - $128
|
75
$9.73K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.81% |
$107 - $128
|
125
$16.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$107 - $128
|
2.26K
$293K
|
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$107 - $128
|
8.97K
$1.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.01% |
$107 - $128
|
8.83K
$1.14M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 2.22% |
$107 - $128
|
46
$5.97K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$107 - $128
|
7.77K
$1.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$107 - $128
|
3.43K
$445K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.2% |
$107 - $128
|
488
$63.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-2- 0.36% |
$214 - $255
|
546
$70.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-4- 0.03% |
$429 - $511
|
14.6K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5- 0.02% |
$536 - $639
|
26.9K
$3.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-6- 0.16% |
$643 - $766
|
3.84K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6- 0.04% |
$643 - $766
|
13.7K
$1.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7- 0.5% |
$751 - $894
|
1.4K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-9- 0.2% |
$965 - $1.15K
|
4.52K
$586K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9- 1.6% |
$965 - $1.15K
|
552
$71.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-9- 0.12% |
$965 - $1.15K
|
7.39K
$958K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.46% |
$1.07K - $1.28K
|
2.15K
$279K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-10- 0.21% |
$1.07K - $1.28K
|
4.65K
$603K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-11- 1.3% |
$1.18K - $1.4K
|
837
$109K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11- 0.04% |
$1.18K - $1.4K
|
25.9K
$3.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-13- 0.15% |
$1.39K - $1.66K
|
8.55K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-13- 0.6% |
$1.39K - $1.66K
|
2.14K
$277K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-14- 0.53% |
$1.5K - $1.79K
|
2.63K
$341K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-14- 0.06% |
$1.5K - $1.79K
|
21.9K
$2.84M
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-14- 0.45% |
$1.5K - $1.79K
|
3.13K
$405K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-15- 0.09% |
$1.61K - $1.92K
|
17K
$2.2M
|