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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.05K+ 8.26% |
$327K - $390K
|
40K
$5.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.99K+ 9.34% |
$321K - $382K
|
35K
$4.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.84K+ 284300.0% |
$305K - $363K
|
2.84K
$369K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.84K+ 27.61% |
$304K - $362K
|
13.1K
$1.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.83K+ 3.69% |
$303K - $361K
|
79.4K
$10.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.77K+ 53.05% |
$297K - $354K
|
8K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.75K+ 5.03% |
$295K - $351K
|
57.5K
$7.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.75K+ 160.35% |
$295K - $351K
|
4.47K
$579K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
2.74K+ 12.84% |
$294K - $350K
|
24.1K
$3.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.71KNew |
$291K - $346K
|
2.71K
$352K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.59KNew |
$278K - $331K
|
2.59K
$336K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.56K+ 4.27% |
$275K - $327K
|
62.5K
$8.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.5KNew |
$268K - $319K
|
2.5K
$324K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.5KNew |
$268K - $319K
|
2.5K
$324K
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.48KNew |
$266K - $317K
|
2.48K
$322K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.47K+ 7.53% |
$265K - $316K
|
35.3K
$4.58M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
2.44K+ 2.45% |
$262K - $312K
|
102K
$13.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.44K+ 17.47% |
$262K - $312K
|
16.4K
$2.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.42KNew |
$260K - $309K
|
2.42K
$314K
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
2.42K+ 3.7% |
$259K - $309K
|
67.8K
$8.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.41KNew |
$259K - $308K
|
2.41K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.39K+ 112.71% |
$256K - $305K
|
4.5K
$584K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.36KNew |
$253K - $301K
|
2.36K
$306K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
2.34K+ 12.16% |
$251K - $299K
|
21.6K
$2.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.34K+ 19.99% |
$250K - $298K
|
14K
$1.82M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.33K+ 36.74% |
$250K - $297K
|
8.67K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.28KNew |
$244K - $291K
|
2.28K
$295K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.26KNew |
$242K - $288K
|
2.26K
$293K
|
|
|
Nov 09, 2022
Q3 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
2.25K+ 1.13% |
$241K - $287K
|
202K
$26.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.21K+ 4.63% |
$237K - $282K
|
50K
$6.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2.19K+ 14.12% |
$234K - $279K
|
17.7K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.13K+ 7.97% |
$229K - $272K
|
28.9K
$3.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2.12K+ 13.02% |
$227K - $271K
|
18.4K
$2.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.11K+ 8.75% |
$226K - $269K
|
26.2K
$3.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.06K+ 4.33% |
$221K - $263K
|
49.6K
$6.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.04KNew |
$219K - $261K
|
2.04K
$265K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.04K+ 62.81% |
$218K - $260K
|
5.28K
$684K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.03KNew |
$218K - $260K
|
2.03K
$264K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.03KNew |
$218K - $260K
|
2.03K
$264K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.03K+ 3.49% |
$218K - $259K
|
60.2K
$7.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.98KNew |
$213K - $253K
|
1.98K
$257K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.97K+ 37.5% |
$211K - $251K
|
7.22K
$936K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.96KNew |
$210K - $251K
|
1.96K
$255K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.95K+ 98.69% |
$209K - $249K
|
3.93K
$510K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.92KNew |
$206K - $245K
|
1.92K
$249K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.91K+ 36.01% |
$205K - $244K
|
7.23K
$937K
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.89KNew |
$202K - $241K
|
1.89K
$245K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.88K+ 8.04% |
$202K - $240K
|
25.3K
$3.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.88KNew |
$202K - $240K
|
1.88K
$244K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.87K+ 3.7% |
$201K - $239K
|
52.4K
$6.79M
|