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
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
812+ 7.83% |
$87.1K - $104K
|
11.2K
$1.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
801New |
$85.9K - $102K
|
801
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
800+ 11.67% |
$85.8K - $102K
|
7.66K
$1.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
800+ 26.53% |
$85.8K - $102K
|
3.82K
$510K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
790+ 1.94% |
$84.7K - $101K
|
41.5K
$5.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
785+ 0.34% |
$84.2K - $100K
|
230K
$30.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
785+ 40.72% |
$84.2K - $100K
|
2.71K
$363K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
777+ 44.48% |
$83.3K - $99.2K
|
2.52K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
777+ 11.1% |
$83.3K - $99.2K
|
7.78K
$1.04M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
754+ 2.91% |
$80.8K - $96.3K
|
26.7K
$3.56M
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
750+ 20.75% |
$80.4K - $95.8K
|
4.37K
$583K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
750+ 7.69% |
$80.4K - $95.8K
|
10.5K
$1.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
740+ 34.47% |
$79.3K - $94.5K
|
2.89K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
738+ 5.85% |
$79.1K - $94.2K
|
13.4K
$1.79M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
737+ 189.46% |
$79K - $94.1K
|
1.13K
$151K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
725New |
$77.7K - $92.6K
|
725
$96.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
720+ 16.62% |
$77.2K - $92K
|
5.05K
$675K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
715+ 9.38% |
$76.7K - $91.3K
|
8.33K
$1.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
700+ 5.05% |
$75.1K - $89.4K
|
14.6K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
670+ 1.78% |
$71.8K - $85.6K
|
38.4K
$5.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
660+ 52.26% |
$70.8K - $84.3K
|
1.92K
$257K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
658+ 9.48% |
$70.6K - $84K
|
7.6K
$1.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
647+ 10.13% |
$69.4K - $82.6K
|
7.03K
$940K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
647+ 10.13% |
$69.4K - $82.6K
|
7.03K
$940K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
630+ 17.57% |
$67.5K - $80.5K
|
4.22K
$563K
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
BUY
|
- |
600+ 3.25% |
$64.3K - $76.6K
|
19.1K
$2.55M
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
583+ 25.8% |
$62.5K - $74.5K
|
2.84K
$380K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
565+ 2.9% |
$60.6K - $72.2K
|
20K
$2.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
561+ 6.29% |
$60.2K - $71.6K
|
9.48K
$1.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
560New |
$60K - $71.5K
|
560
$74.8K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
554+ 13.87% |
$59.4K - $70.8K
|
4.55K
$608K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
553+ 15.6% |
$59.3K - $70.6K
|
4.1K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
540+ 6.49% |
$57.9K - $69K
|
8.86K
$1.18M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
531+ 4.9% |
$56.9K - $67.8K
|
11.4K
$1.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
530+ 2.44% |
$56.8K - $67.7K
|
22.3K
$2.98M
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
527+ 1.73% |
$56.5K - $67.3K
|
31K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
526+ 22.16% |
$56.4K - $67.2K
|
2.9K
$388K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
522+ 2.05% |
$56K - $66.7K
|
26K
$3.48M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
520+ 5.92% |
$55.8K - $66.4K
|
9.3K
$1.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
516+ 0.69% |
$55.3K - $65.9K
|
74.8K
$10M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
515+ 8.8% |
$55.2K - $65.8K
|
6.37K
$851K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
513+ 14.0% |
$55K - $65.5K
|
4.18K
$558K
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
504+ 2.63% |
$54K - $64.4K
|
19.7K
$2.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
500+ 15.18% |
$53.6K - $63.9K
|
3.79K
$507K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
500+ 9.32% |
$53.6K - $63.9K
|
5.87K
$784K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
500+ 38.31% |
$53.6K - $63.9K
|
1.81K
$241K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
496+ 2.78% |
$53.2K - $63.3K
|
18.3K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
489+ 9.05% |
$52.4K - $62.5K
|
5.9K
$788K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
484+ 5.64% |
$51.9K - $61.8K
|
9.06K
$1.21M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
479+ 14.27% |
$51.4K - $61.2K
|
3.84K
$513K
|