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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-16- 0.48% |
$1.72K - $2.04K
|
3.34K
$433K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 1.13% |
$1.82K - $2.17K
|
1.49K
$193K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18- 0.43% |
$1.93K - $2.3K
|
4.16K
$539K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-20- 0.17% |
$2.14K - $2.55K
|
11.9K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.67% |
$2.25K - $2.68K
|
3.1K
$402K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-22- 0.79% |
$2.36K - $2.81K
|
2.76K
$358K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-24- 0.14% |
$2.57K - $3.07K
|
17.3K
$2.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-25- 0.69% |
$2.68K - $3.19K
|
3.61K
$468K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-25- 0.76% |
$2.68K - $3.19K
|
3.25K
$421K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-25- 0.4% |
$2.68K - $3.19K
|
6.3K
$817K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-28- 1.34% |
$3K - $3.58K
|
2.07K
$268K
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-29- 0.97% |
$3.11K - $3.7K
|
2.97K
$385K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-30- 14.22% |
$3.22K - $3.83K
|
181
$23.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-30- 0.89% |
$3.22K - $3.83K
|
3.34K
$433K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-32- 0.07% |
$3.43K - $4.09K
|
46.3K
$6M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-34- 1.28% |
$3.65K - $4.34K
|
2.63K
$341K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-35- 3.62% |
$3.75K - $4.47K
|
931
$121K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-36- 0.7% |
$3.86K - $4.6K
|
5.11K
$663K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-40- 1.78% |
$4.29K - $5.11K
|
2.21K
$286K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-48- 0.83% |
$5.15K - $6.13K
|
5.72K
$742K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-48- 0.71% |
$5.15K - $6.13K
|
6.7K
$869K
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-49- 0.48% |
$5.25K - $6.26K
|
10.1K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-50- 0.46% |
$5.36K - $6.39K
|
10.8K
$1.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-51- 1.42% |
$5.47K - $6.51K
|
3.53K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-56- 1.93% |
$6K - $7.15K
|
2.85K
$369K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-57- 1.52% |
$6.11K - $7.28K
|
3.69K
$478K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-58- 0.23% |
$6.22K - $7.41K
|
24.8K
$3.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-60- 0.47% |
$6.43K - $7.66K
|
12.7K
$1.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-61- 1.98% |
$6.54K - $7.79K
|
3.02K
$391K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-63- 2.51% |
$6.75K - $8.05K
|
2.44K
$317K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-65- 0.8% |
$6.97K - $8.3K
|
8.11K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-66- 1.25% |
$7.08K - $8.43K
|
5.23K
$678K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-72- 0.85% |
$7.72K - $9.2K
|
8.35K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-74- 0.54% |
$7.93K - $9.45K
|
13.6K
$1.76M
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-75- 1.64% |
$8.04K - $9.58K
|
4.51K
$585K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-76- 7.75% |
$8.15K - $9.71K
|
905
$117K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-79- 0.56% |
$8.47K - $10.1K
|
14.1K
$1.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-80- 1.49% |
$8.58K - $10.2K
|
5.29K
$687K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-80- 0.33% |
$8.58K - $10.2K
|
24.1K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-80- 1.31% |
$8.58K - $10.2K
|
6.05K
$785K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-81- 18.79% |
$8.68K - $10.3K
|
350
$45.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-82- 0.2% |
$8.79K - $10.5K
|
40.2K
$5.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
SELL
|
- |
-83- 0.68% |
$8.9K - $10.6K
|
12.2K
$1.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-83- 0.65% |
$8.9K - $10.6K
|
12.7K
$1.64M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-89- 3.55% |
$9.54K - $11.4K
|
2.42K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-94- 1.89% |
$10.1K - $12K
|
4.87K
$631K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-95- 1.3% |
$10.2K - $12.1K
|
7.21K
$935K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-95- 2.59% |
$10.2K - $12.1K
|
3.58K
$464K
|
|
|
Nov 03, 2022
Q3 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-100- 3.08% |
$10.7K - $12.8K
|
3.15K
$409K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 1.86% |
$10.7K - $12.8K
|
5.28K
$684K
|