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 04, 2022
Q3 2022
|
Ti Trust, Inc
|
SELL
|
- |
-101- 4.93% |
$10.8K - $12.9K
|
1.95K
$253K
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-102- 1.81% |
$10.9K - $13K
|
5.53K
$717K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-102- 5.07% |
$10.9K - $13K
|
1.91K
$248K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-103- 1.73% |
$11K - $13.2K
|
5.86K
$760K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-109- 24.6% |
$11.7K - $13.9K
|
334
$43.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-111- 1.6% |
$11.9K - $14.2K
|
6.83K
$886K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-114- 1.98% |
$12.2K - $14.6K
|
5.66K
$734K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-118- 0.15% |
$12.7K - $15.1K
|
80.5K
$10.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-121- 0.94% |
$13K - $15.5K
|
12.8K
$1.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-125- 5.48% |
$13.4K - $16K
|
2.16K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-125- 1.3% |
$13.4K - $16K
|
9.52K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-131- 0.29% |
$14K - $16.7K
|
45.8K
$5.94M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-132- 0.19% |
$14.2K - $16.9K
|
70.6K
$9.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-132- 1.19% |
$14.2K - $16.9K
|
10.9K
$1.42M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-134- 1.39% |
$14.4K - $17.1K
|
9.51K
$1.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-135- 2.01% |
$14.5K - $17.2K
|
6.57K
$853K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-137- 5.57% |
$14.7K - $17.5K
|
2.32K
$301K
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-138- 0.23% |
$14.8K - $17.6K
|
59.1K
$7.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-139- 2.62% |
$14.9K - $17.8K
|
5.16K
$669K
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-142- 0.6% |
$15.2K - $18.1K
|
23.7K
$3.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-143- 0.89% |
$15.3K - $18.3K
|
16K
$2.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-144- 0.37% |
$15.4K - $18.4K
|
39K
$5.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-149- 5.89% |
$16K - $19K
|
2.38K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-150- 2.05% |
$16.1K - $19.2K
|
7.15K
$927K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-150- 1.44% |
$16.1K - $19.2K
|
10.2K
$1.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-150- 4.47% |
$16.1K - $19.2K
|
3.21K
$416K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-152- 13.64% |
$16.3K - $19.4K
|
962
$125K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-154- 0.83% |
$16.5K - $19.7K
|
18.3K
$2.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-170- 0.4% |
$18.2K - $21.7K
|
42.6K
$5.52M
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-175- 2.4% |
$18.8K - $22.3K
|
7.12K
$923K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-183- 1.2% |
$19.6K - $23.4K
|
15K
$1.95M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-188- 3.95% |
$20.2K - $24K
|
4.57K
$593K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 5.28% |
$21.4K - $25.5K
|
3.59K
$465K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-200- 7.72% |
$21.4K - $25.5K
|
2.39K
$310K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-211- 3.96% |
$22.6K - $26.9K
|
5.12K
$664K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-213- 5.06% |
$22.8K - $27.2K
|
4K
$518K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-216- 0.57% |
$23.2K - $27.6K
|
37.6K
$4.87M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-219- 3.2% |
$23.5K - $28K
|
6.63K
$859K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-220- 8.26% |
$23.6K - $28.1K
|
2.45K
$317K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-220- 2.0% |
$23.6K - $28.1K
|
10.8K
$1.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-227- 1.13% |
$24.3K - $29K
|
19.9K
$2.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-228- 2.1% |
$24.4K - $29.1K
|
10.6K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-228- 1.93% |
$24.4K - $29.1K
|
11.6K
$1.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-229- 2.39% |
$24.6K - $29.2K
|
9.36K
$1.21M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-236- 1.43% |
$25.3K - $30.1K
|
16.3K
$2.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-240- 3.81% |
$25.7K - $30.7K
|
6.05K
$785K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-245- 3.47% |
$26.3K - $31.3K
|
6.82K
$884K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-250- 4.29% |
$26.8K - $31.9K
|
5.58K
$724K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-251- 2.11% |
$26.9K - $32.1K
|
11.6K
$1.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-252- 79.0% |
$27K - $32.2K
|
67
$8.69K
|