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 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-8.03K- 80.39% |
$861K - $1.03M
|
1.96K
$262K
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-8.72K- 46.89% |
$935K - $1.11M
|
9.88K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-8.84K- 79.6% |
$948K - $1.13M
|
2.27K
$303K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-9.02K- 43.24% |
$967K - $1.15M
|
11.8K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.52K- 3.5% |
$1.02M - $1.22M
|
263K
$35.1M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-9.56K- 7.72% |
$1.02M - $1.22M
|
114K
$15.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.8K- 21.08% |
$1.05M - $1.25M
|
36.7K
$4.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10K- 77.46% |
$1.07M - $1.28M
|
2.91K
$389K
|
|
|
Nov 09, 2022
Q3 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-11.2K- 47.58% |
$1.2M - $1.43M
|
12.4K
$1.65M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.7K- 5.08% |
$1.26M - $1.5M
|
219K
$29.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-12K- 25.94% |
$1.29M - $1.53M
|
34.2K
$4.58M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12.8K- 83.39% |
$1.37M - $1.64M
|
2.55K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-13.7KClosed |
$1.47M - $1.75M
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.1K- 6.04% |
$1.51M - $1.8M
|
220K
$29.4M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-14.2K- 8.5% |
$1.52M - $1.81M
|
153K
$20.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-14.5K- 45.03% |
$1.55M - $1.85M
|
17.7K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.6K- 10.56% |
$1.56M - $1.86M
|
123K
$16.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-14.7K- 14.72% |
$1.58M - $1.88M
|
85.1K
$11.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-15.5K- 58.96% |
$1.66M - $1.98M
|
10.8K
$1.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.9K- 1.43% |
$1.81M - $2.15M
|
1.17M
$156M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-17.7K- 2.94% |
$1.9M - $2.26M
|
583K
$78M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.8K- 42.44% |
$1.91M - $2.27M
|
24.1K
$3.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.1K- 42.3% |
$1.95M - $2.32M
|
24.7K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-20.2K- 45.68% |
$2.16M - $2.58M
|
24K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.1K- 8.17% |
$2.27M - $2.7M
|
238K
$31.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-21.3K- 6.63% |
$2.28M - $2.72M
|
300K
$40.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.3K- 0.51% |
$2.49M - $2.97M
|
4.56M
$610M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-25.8K- 63.98% |
$2.76M - $3.29M
|
14.5K
$1.94M
|
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-26.9K- 65.34% |
$2.89M - $3.44M
|
14.3K
$1.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-27.5K- 55.0% |
$2.95M - $3.51M
|
22.5K
$3.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-30.3K- 99.89% |
$3.25M - $3.87M
|
32
$4.28K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-31.3K- 85.05% |
$3.36M - $4M
|
5.5K
$735K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.4K- 0.47% |
$3.48M - $4.14M
|
6.83M
$912M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-32.9K- 54.51% |
$3.52M - $4.2M
|
27.4K
$3.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-38.4K- 87.25% |
$4.12M - $4.91M
|
5.62K
$751K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-41.3K- 26.44% |
$4.43M - $5.28M
|
115K
$15.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-42.9K- 87.57% |
$4.6M - $5.48M
|
6.08K
$813K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-44.7K- 34.37% |
$4.8M - $5.71M
|
85.4K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-67.1K- 49.9% |
$7.2M - $8.57M
|
67.4K
$9.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Miller Howard Investments Inc
|
SELL
|
- |
-71.4K- 21.66% |
$7.65M - $9.11M
|
258K
$34.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-74.8KClosed |
$8.02M - $9.55M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-75.9KClosed |
$8.14M - $9.7M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-84K- 59.14% |
$9.01M - $10.7M
|
58K
$7.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-93.2K- 91.19% |
$9.99M - $11.9M
|
9.01K
$1.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-112K- 33.46% |
$12M - $14.3M
|
222K
$29.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-117K- 64.74% |
$12.6M - $14.9M
|
63.8K
$8.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-127K- 29.46% |
$13.6M - $16.2M
|
304K
$40.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-157K- 97.52% |
$16.8M - $20M
|
4K
$534K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-192K- 20.08% |
$20.6M - $24.6M
|
766K
$102M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-335K- 55.7% |
$36M - $42.8M
|
267K
$35.7M
|