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
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7.42K+ 34.23% |
$795K - $947K
|
29.1K
$3.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.21K+ 10.82% |
$773K - $920K
|
73.8K
$9.86M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
7.13K+ 22.42% |
$764K - $910K
|
38.9K
$5.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7.12KNew |
$764K - $910K
|
7.12K
$952K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.08K+ 36.86% |
$759K - $904K
|
26.3K
$3.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.03K+ 42.56% |
$754K - $898K
|
23.6K
$3.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.96KNew |
$747K - $889K
|
6.96K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.84K+ 3.66% |
$733K - $873K
|
194K
$25.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.71K+ 9.79% |
$719K - $857K
|
75.2K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4KNew |
$686K - $817K
|
6.4K
$855K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.99K+ 3.6% |
$643K - $765K
|
173K
$23.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.95K+ 236.67% |
$638K - $760K
|
8.46K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.95K+ 236.67% |
$638K - $760K
|
8.46K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.93K+ 96.47% |
$635K - $757K
|
12.1K
$1.61M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.81K+ 3.81% |
$622K - $741K
|
158K
$21.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.41KNew |
$580K - $691K
|
5.41K
$724K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.39KNew |
$578K - $689K
|
5.39K
$721K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.12KNew |
$549K - $654K
|
5.12K
$684K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.92K+ 55.35% |
$528K - $629K
|
13.8K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
4.8K+ 26.03% |
$515K - $614K
|
23.3K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.77K+ 14.07% |
$511K - $609K
|
38.6K
$5.16M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.62K+ 90.92% |
$495K - $590K
|
9.7K
$1.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.58K+ 71.92% |
$491K - $584K
|
10.9K
$1.46M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.44K+ 137.88% |
$476K - $568K
|
7.67K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.32KNew |
$463K - $552K
|
4.32K
$578K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.2K+ 2.87% |
$450K - $536K
|
150K
$20.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.17K+ 15.09% |
$447K - $533K
|
31.8K
$4.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.13K+ 14.23% |
$442K - $527K
|
33.1K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.07K+ 38.69% |
$436K - $520K
|
14.6K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.03K+ 8.39% |
$432K - $515K
|
52.1K
$6.96M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.76K+ 48.09% |
$403K - $480K
|
11.6K
$1.55M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.74K+ 11.44% |
$401K - $477K
|
36.4K
$4.86M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.7K+ 137.51% |
$397K - $472K
|
6.39K
$854K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 97.84% |
$393K - $468K
|
7.41K
$990K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.53KNew |
$378K - $451K
|
3.53K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.42K+ 32.0% |
$367K - $437K
|
14.1K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.42K+ 3.07% |
$367K - $437K
|
115K
$15.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.42K+ 25.37% |
$366K - $436K
|
16.9K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.4K+ 9.88% |
$365K - $434K
|
37.8K
$5.06M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.38K+ 3.59% |
$363K - $432K
|
97.6K
$13M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.38K+ 1.32% |
$363K - $432K
|
260K
$34.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 41.67% |
$356K - $424K
|
11.3K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.3K+ 11.28% |
$354K - $422K
|
32.6K
$4.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.28K+ 7.45% |
$352K - $419K
|
47.3K
$6.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.26K+ 0.92% |
$350K - $417K
|
360K
$48.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3.25K+ 9.28% |
$349K - $415K
|
38.3K
$5.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.21KNew |
$344K - $409K
|
3.21K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.15K+ 4.71% |
$337K - $402K
|
69.9K
$9.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.08K+ 11.92% |
$331K - $394K
|
29K
$3.87M
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
3.07KNew |
$329K - $392K
|
3.07K
$410K
|