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 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21K+ 932.73% |
$2.25M - $2.68M
|
23.3K
$3.11M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
20.1K+ 1.32% |
$2.16M - $2.57M
|
1.54M
$206M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20K+ 35.23% |
$2.14M - $2.55M
|
76.7K
$10.2M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.9K+ 12.66% |
$2.02M - $2.41M
|
168K
$22.4M
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
18.7K+ 58.14% |
$2.01M - $2.39M
|
50.9K
$6.81M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18.7K+ 12.07% |
$2M - $2.38M
|
173K
$23.2M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.6K+ 28.86% |
$1.89M - $2.25M
|
78.7K
$10.5M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
17.5K+ 7.09% |
$1.88M - $2.24M
|
265K
$35.4M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.2K+ 48.25% |
$1.84M - $2.19M
|
52.8K
$7.05M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15.6K+ 108.7% |
$1.68M - $2M
|
30K
$4.01M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
15.6K+ 4.93% |
$1.67M - $1.99M
|
331K
$44.3M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
15.5KNew |
$1.66M - $1.98M
|
15.5K
$2.07M
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
14.8K+ 2.63% |
$1.59M - $1.89M
|
579K
$77.4M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.5K+ 42.95% |
$1.56M - $1.86M
|
48.4K
$6.47M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.4K+ 15.22% |
$1.55M - $1.84M
|
109K
$14.6M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14.4K+ 29.06% |
$1.54M - $1.84M
|
63.9K
$8.54M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.4K+ 5.16% |
$1.54M - $1.84M
|
293K
$39.2M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.3KNew |
$1.54M - $1.83M
|
14.3K
$1.92M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 4.11% |
$1.5M - $1.78M
|
354K
$47.3M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.7K+ 9.04% |
$1.47M - $1.75M
|
165K
$22.1M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.4K+ 525.58% |
$1.44M - $1.71M
|
16K
$2.13M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 24.96% |
$1.41M - $1.68M
|
65.8K
$8.8M
|
|
Oct 25, 2022
Q3 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
12.8K+ 69.76% |
$1.37M - $1.64M
|
31.2K
$4.16M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12.6K+ 381.15% |
$1.35M - $1.6M
|
15.8K
$2.12M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 12.8% |
$1.34M - $1.6M
|
110K
$14.8M
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12.4K+ 13.24% |
$1.33M - $1.58M
|
106K
$14.2M
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
12.2K+ 28.16% |
$1.31M - $1.56M
|
55.4K
$7.41M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11.5K+ 393.03% |
$1.23M - $1.46M
|
14.4K
$1.92M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
11.4KNew |
$1.22M - $1.46M
|
11.4K
$1.53M
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11.3KNew |
$1.22M - $1.45M
|
11.3K
$1.52M
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
11KNew |
$1.18M - $1.41M
|
11K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
11K+ 366.67% |
$1.18M - $1.4M
|
14K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.9K+ 85.97% |
$1.16M - $1.39M
|
23.5K
$3.14M
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
10.6K+ 18.02% |
$1.14M - $1.35M
|
69.5K
$9.28M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.1K+ 33.23% |
$1.09M - $1.29M
|
40.6K
$5.42M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
10K+ 100130.0% |
$1.07M - $1.28M
|
10K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.97K+ 17.97% |
$1.07M - $1.27M
|
65.5K
$8.75M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.18K+ 15.84% |
$984K - $1.17M
|
67.1K
$8.97M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
8.87KNew |
$951K - $1.13M
|
8.87K
$1.19M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
8.85KNew |
$949K - $1.13M
|
8.85K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.83K+ 17.31% |
$947K - $1.13M
|
59.9K
$8M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.79K+ 1.42% |
$942K - $1.12M
|
629K
$84.1M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.43K+ 7.23% |
$904K - $1.08M
|
125K
$16.7M
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
7.89K+ 47.02% |
$846K - $1.01M
|
24.7K
$3.3M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.6K+ 62.36% |
$814K - $970K
|
19.8K
$2.64M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.59K+ 3.45% |
$814K - $969K
|
228K
$30.4M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.57KNew |
$812K - $967K
|
7.57K
$1.01M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
7.54KNew |
$808K - $963K
|
7.54K
$1.01M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.46K+ 1.11% |
$799K - $952K
|
680K
$90.9M
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
7.46K+ 84.34% |
$799K - $952K
|
16.3K
$2.18M
|