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 |
---|---|---|---|---|---|---|---|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.34K+ 16.32% |
$152K - $177K
|
9.54K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.33K+ 16.95% |
$151K - $176K
|
9.18K
$1.26M
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.31K+ 1.47% |
$149K - $173K
|
90.9K
$12.5M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 0.38% |
$148K - $173K
|
342K
$47M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.31K+ 15.34% |
$148K - $173K
|
9.85K
$1.35M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.3K+ 7.76% |
$147K - $172K
|
18K
$2.48M
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.28K+ 3.42% |
$145K - $170K
|
38.8K
$5.33M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 8.54% |
$145K - $169K
|
16.3K
$2.24M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.26KNew |
$143K - $167K
|
1.26K
$173K
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
1.21K+ 19.59% |
$137K - $159K
|
7.36K
$1.01M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.2K+ 32.92% |
$136K - $159K
|
4.85K
$666K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.2K+ 2.67% |
$136K - $159K
|
46.3K
$6.36M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.2K+ 3.98% |
$136K - $159K
|
31.4K
$4.31M
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 26.93% |
$135K - $158K
|
5.63K
$773K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.17KNew |
$133K - $155K
|
1.17K
$161K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.17K+ 5.87% |
$132K - $154K
|
21.1K
$2.9M
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1.15K+ 2.35% |
$130K - $151K
|
50K
$6.86M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.1K+ 19.15% |
$125K - $145K
|
6.84K
$940K
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.09K+ 1.76% |
$123K - $144K
|
63K
$8.65M
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.08K+ 55.83% |
$122K - $142K
|
3.01K
$413K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 24.81% |
$121K - $141K
|
5.38K
$739K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.03K+ 9.15% |
$116K - $136K
|
12.2K
$1.68M
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
986+ 2.97% |
$112K - $130K
|
34.2K
$4.7M
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
985+ 5.27% |
$112K - $130K
|
19.7K
$2.7M
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
981New |
$111K - $130K
|
981
$135K
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
955+ 24.68% |
$108K - $126K
|
4.83K
$663K
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
943+ 8.67% |
$107K - $125K
|
11.8K
$1.62M
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
923+ 56.63% |
$104K - $122K
|
2.55K
$351K
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
916+ 49.33% |
$104K - $121K
|
2.77K
$381K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
913+ 13.32% |
$103K - $121K
|
7.77K
$1.07M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
898+ 2.88% |
$102K - $119K
|
32K
$4.4M
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
832+ 213.88% |
$94.2K - $110K
|
1.22K
$168K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
827+ 7.79% |
$93.6K - $109K
|
11.4K
$1.57M
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
805+ 42.48% |
$91.1K - $106K
|
2.7K
$371K
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
800+ 2.06% |
$90.6K - $106K
|
39.6K
$5.43M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
795+ 12.38% |
$90K - $105K
|
7.22K
$991K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
788New |
$89.2K - $104K
|
788
$108K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
776+ 5.65% |
$87.9K - $103K
|
14.5K
$1.99M
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
770+ 1.69% |
$87.2K - $102K
|
46.2K
$6.35M
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
746+ 1.5% |
$84.5K - $98.6K
|
50.3K
$6.91M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
733+ 19.71% |
$83K - $96.9K
|
4.45K
$611K
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
700New |
$79.2K - $92.5K
|
700
$96.1K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
700+ 1.77% |
$79.2K - $92.5K
|
40.3K
$5.53M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
698+ 6.86% |
$79K - $92.2K
|
10.9K
$1.49M
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
670+ 1.35% |
$75.9K - $88.5K
|
50.4K
$6.91M
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
670+ 531.75% |
$75.9K - $88.5K
|
796
$109K
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
651+ 2.07% |
$73.7K - $86K
|
32.1K
$4.41M
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
644New |
$72.9K - $85.1K
|
644
$88.4K
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
636+ 30.96% |
$72K - $84K
|
2.69K
$369K
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
BUY
|
- |
628+ 5.15% |
$71.1K - $83K
|
12.8K
$1.76M
|