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 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-253- 11.22% |
$27.1K - $32.3K
|
2K
$260K
|
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-266- 1.35% |
$28.5K - $34K
|
19.4K
$2.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-275- 2.77% |
$29.5K - $35.1K
|
9.67K
$1.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-290- 0.8% |
$31.1K - $37K
|
36.1K
$4.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-293- 4.93% |
$31.4K - $37.4K
|
5.65K
$733K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-300- 19.14% |
$32.2K - $38.3K
|
1.27K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-300- 13.3% |
$32.2K - $38.3K
|
1.96K
$254K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-300- 2.68% |
$32.2K - $38.3K
|
10.9K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-300- 6.2% |
$32.2K - $38.3K
|
4.54K
$589K
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-304- 1.74% |
$32.6K - $38.8K
|
17.1K
$2.22M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-306- 1.4% |
$32.8K - $39.1K
|
21.6K
$2.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-306- 2.74% |
$32.8K - $39.1K
|
10.9K
$1.41M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-310- 2.35% |
$33.2K - $39.6K
|
12.9K
$1.67M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-317- 4.39% |
$34K - $40.5K
|
6.9K
$895K
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-332- 9.6% |
$35.6K - $42.4K
|
3.13K
$406K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-335- 40.26% |
$35.9K - $42.8K
|
497
$64.5K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-359- 1.36% |
$38.5K - $45.8K
|
26K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-360- 9.29% |
$38.6K - $46K
|
3.52K
$456K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-375- 0.74% |
$40.2K - $47.9K
|
50K
$6.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-390- 2.61% |
$41.8K - $49.8K
|
14.5K
$1.88M
|
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-391- 2.65% |
$41.9K - $49.9K
|
14.3K
$1.86M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-392- 2.79% |
$42K - $50.1K
|
13.7K
$1.77M
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-394- 61.18% |
$42.2K - $50.3K
|
250
$32.4K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-400- 9.77% |
$42.9K - $51.1K
|
3.69K
$479K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-400- 55.17% |
$42.9K - $51.1K
|
325
$42.2K
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-400- 38.1% |
$42.9K - $51.1K
|
650
$84.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-403- 3.82% |
$43.2K - $51.5K
|
10.1K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-403- 3.8% |
$43.2K - $51.5K
|
10.2K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-404- 2.54% |
$43.3K - $51.6K
|
15.5K
$2.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-409- 2.95% |
$43.9K - $52.2K
|
13.4K
$1.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-412- 1.72% |
$44.2K - $52.6K
|
23.5K
$3.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-425- 5.98% |
$45.6K - $54.3K
|
6.68K
$866K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-427- 0.53% |
$45.8K - $54.5K
|
80K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-449- 13.22% |
$48.1K - $57.3K
|
2.95K
$382K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-452- 4.34% |
$48.5K - $57.7K
|
9.96K
$1.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-455- 40.41% |
$48.8K - $58.1K
|
671
$87K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-464- 5.27% |
$49.8K - $59.3K
|
8.34K
$1.08M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-480- 0.96% |
$51.5K - $61.3K
|
49.5K
$6.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-499- 13.34% |
$53.5K - $63.7K
|
3.24K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-503- 13.41% |
$53.9K - $64.2K
|
3.25K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-506- 1.47% |
$54.3K - $64.6K
|
33.9K
$4.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-509- 2.19% |
$54.6K - $65K
|
22.7K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-515- 18.86% |
$55.2K - $65.8K
|
2.22K
$287K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-519- 5.05% |
$55.6K - $66.3K
|
9.76K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-535- 6.5% |
$57.4K - $68.3K
|
7.7K
$999K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-537- 0.46% |
$57.6K - $68.6K
|
115K
$15M
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-555- 8.36% |
$59.5K - $70.9K
|
6.08K
$789K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-574- 75.53% |
$61.5K - $73.3K
|
186
$24.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-576- 16.38% |
$61.8K - $73.6K
|
2.94K
$381K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-591- 3.63% |
$63.4K - $75.5K
|
15.7K
$2.04M
|