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
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.83K+ 2.94% |
$196K - $234K
|
64K
$8.3M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.82K+ 2.75% |
$195K - $232K
|
67.9K
$8.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.8K+ 15.17% |
$193K - $230K
|
13.7K
$1.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.8K+ 4.53% |
$193K - $230K
|
41.5K
$5.38M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.77K+ 3.77% |
$189K - $225K
|
48.5K
$6.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1.72K+ 1.52% |
$184K - $219K
|
114K
$14.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.62K+ 4.09% |
$174K - $207K
|
41.2K
$5.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.61K+ 1.63% |
$173K - $206K
|
100K
$13M
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.6K+ 38.25% |
$171K - $204K
|
5.78K
$750K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.56K+ 48.47% |
$168K - $200K
|
4.79K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
BUY
|
- |
1.56K+ 32.35% |
$167K - $199K
|
6.39K
$828K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.56K+ 12.87% |
$167K - $199K
|
13.7K
$1.77M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.56K+ 12.87% |
$167K - $199K
|
13.7K
$1.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.52K+ 7.99% |
$163K - $194K
|
20.5K
$2.66M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.5K+ 2.59% |
$161K - $191K
|
59.4K
$7.71M
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.43K+ 37.85% |
$154K - $183K
|
5.22K
$676K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.4K+ 36.08% |
$150K - $179K
|
5.28K
$685K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.4KNew |
$150K - $178K
|
1.4K
$181K
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.39K+ 9.43% |
$149K - $177K
|
16.1K
$2.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.3K+ 11.0% |
$139K - $166K
|
13.1K
$1.7M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.29K+ 4.5% |
$138K - $165K
|
30K
$3.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.28K+ 1.95% |
$137K - $163K
|
66.9K
$8.68M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
1.26K+ 7.62% |
$135K - $161K
|
17.8K
$2.31M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1.26K+ 122.87% |
$135K - $161K
|
2.28K
$296K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.25K+ 8.44% |
$134K - $160K
|
16.1K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.18K+ 40.25% |
$126K - $150K
|
4.1K
$532K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
1.14K+ 8.08% |
$122K - $145K
|
15.2K
$1.97M
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.12K+ 2.23% |
$120K - $143K
|
51.5K
$6.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.09K+ 12.09% |
$117K - $139K
|
10.1K
$1.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.08K+ 52.06% |
$115K - $137K
|
3.14K
$407K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.05K+ 0.3% |
$113K - $134K
|
345K
$44.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.03K+ 5.72% |
$110K - $132K
|
19K
$2.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.03K+ 1.27% |
$110K - $131K
|
82.2K
$10.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.02K+ 34.33% |
$110K - $131K
|
4.01K
$520K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.02K+ 2.31% |
$110K - $131K
|
45.2K
$5.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.02K+ 13.83% |
$109K - $130K
|
8.38K
$1.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.01K+ 18.54% |
$108K - $129K
|
6.44K
$836K
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.01K+ 4.71% |
$108K - $129K
|
22.4K
$2.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
999+ 46.77% |
$107K - $128K
|
3.14K
$407K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
999New |
$107K - $128K
|
999
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
971+ 16.83% |
$104K - $124K
|
6.74K
$874K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
970+ 2.76% |
$104K - $124K
|
36.1K
$4.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
956+ 2.57% |
$103K - $122K
|
38.2K
$4.96M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
944+ 2.76% |
$101K - $121K
|
35.2K
$4.56M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
929+ 1.08% |
$99.6K - $119K
|
86.6K
$11.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
928+ 88.55% |
$99.5K - $119K
|
1.98K
$256K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
884+ 62.21% |
$94.8K - $113K
|
2.31K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
877+ 2.76% |
$94K - $112K
|
32.6K
$4.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
849+ 0.61% |
$91K - $108K
|
140K
$18.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
824+ 22.86% |
$88.3K - $105K
|
4.43K
$574K
|