Purchases and Sales Made in Q2 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-205- 6.52% |
$23.2K - $27.1K
|
2.94K
$402K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-210Closed |
$23.8K - $27.7K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-210- 9.97% |
$23.8K - $27.7K
|
1.9K
$259K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-227- 4.28% |
$25.7K - $30K
|
5.08K
$695K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-230- 15.65% |
$26K - $30.4K
|
1.24K
$169K
|
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-230- 4.35% |
$26K - $30.4K
|
5.05K
$691K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-243- 2.13% |
$27.5K - $32.1K
|
11.2K
$1.53M
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-250- 1.94% |
$28.3K - $33K
|
12.6K
$1.73M
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-250- 1.65% |
$28.3K - $33K
|
14.9K
$2.04M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$28.3K - $33K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-264- 1.1% |
$29.9K - $34.9K
|
23.7K
$3.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-264- 5.21% |
$29.9K - $34.9K
|
4.8K
$657K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-265- 1.19% |
$30K - $35K
|
21.9K
$3M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-271- 2.54% |
$30.7K - $35.8K
|
10.4K
$1.42M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-281- 1.78% |
$31.8K - $37.1K
|
15.5K
$2.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-295- 5.72% |
$33.4K - $39K
|
4.86K
$665K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-296- 1.62% |
$33.5K - $39.1K
|
17.9K
$2.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-299- 3.78% |
$33.8K - $39.5K
|
7.62K
$1.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-300- 5.14% |
$34K - $39.6K
|
5.54K
$757K
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-300- 3.72% |
$34K - $39.6K
|
7.76K
$1.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-300- 0.34% |
$34K - $39.6K
|
88.4K
$12.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-305- 2.33% |
$34.5K - $40.3K
|
12.8K
$1.75M
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-307- 9.33% |
$34.8K - $40.6K
|
2.98K
$408K
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-310- 2.8% |
$35.1K - $41K
|
10.7K
$1.47M
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
SELL
|
- |
-315- 0.48% |
$35.7K - $41.6K
|
65.3K
$8.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-317- 1.51% |
$35.9K - $41.9K
|
20.7K
$2.82M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-324- 7.78% |
$36.7K - $42.8K
|
3.84K
$525K
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-326- 4.27% |
$36.9K - $43.1K
|
7.31K
$999K
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-333- 23.01% |
$37.7K - $44K
|
1.11K
$152K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-338- 5.91% |
$38.3K - $44.7K
|
5.39K
$736K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-338- 5.54% |
$38.3K - $44.7K
|
5.77K
$788K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-339- 7.86% |
$38.4K - $44.8K
|
3.98K
$543K
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-339- 3.16% |
$38.4K - $44.8K
|
10.4K
$1.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-341- 1.55% |
$38.6K - $45.1K
|
21.6K
$2.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-343- 8.17% |
$38.8K - $45.3K
|
3.86K
$527K
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-362- 6.47% |
$41K - $47.8K
|
5.23K
$715K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-374- 14.47% |
$42.3K - $49.4K
|
2.21K
$302K
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-377- 5.07% |
$42.7K - $49.8K
|
7.06K
$965K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-383- 3.91% |
$43.4K - $50.6K
|
9.41K
$1.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-386- 9.17% |
$43.7K - $51K
|
3.82K
$523K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-390- 17.27% |
$44.2K - $51.5K
|
1.87K
$255K
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-398- 9.6% |
$45.1K - $52.6K
|
3.75K
$512K
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 3.16% |
$45.3K - $52.9K
|
12.3K
$1.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-400- 7.19% |
$45.3K - $52.9K
|
5.16K
$705K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-402- 9.96% |
$45.5K - $53.1K
|
3.64K
$497K
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-410- 6.69% |
$46.4K - $54.2K
|
5.71K
$781K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-428- 10.5% |
$48.5K - $56.6K
|
3.65K
$499K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-431- 50.0% |
$48.8K - $57K
|
431
$58.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-433- 8.21% |
$49K - $57.2K
|
4.84K
$661K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-436- 3.78% |
$49.4K - $57.6K
|
11.1K
$1.52M
|