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 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
625+ 17.16% |
$70.8K - $82.6K
|
4.27K
$586K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
617+ 11.63% |
$69.9K - $81.5K
|
5.92K
$813K
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
614+ 76.08% |
$69.5K - $81.1K
|
1.42K
$195K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
606+ 1.11% |
$68.6K - $80.1K
|
55.1K
$7.56M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
595+ 4.72% |
$67.4K - $78.6K
|
13.2K
$1.81M
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
587+ 1.97% |
$66.5K - $77.6K
|
30.4K
$4.18M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
587+ 4.02% |
$66.5K - $77.6K
|
15.2K
$2.08M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
583+ 6.44% |
$66K - $77K
|
9.64K
$1.32M
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
572+ 25.34% |
$64.8K - $75.6K
|
2.83K
$388K
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
570+ 7.7% |
$64.5K - $75.3K
|
7.97K
$1.09M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
565+ 3.23% |
$64K - $74.7K
|
18K
$2.48M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
559+ 0.97% |
$63.3K - $73.9K
|
58.1K
$7.98M
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
558+ 2.33% |
$63.2K - $73.7K
|
24.5K
$3.36M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
549New |
$62.2K - $72.5K
|
549
$75.4K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
543+ 4.24% |
$61.5K - $71.8K
|
13.4K
$1.83M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
542+ 19.26% |
$61.4K - $71.6K
|
3.36K
$461K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
539+ 4.04% |
$61K - $71.2K
|
13.9K
$1.91M
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
533+ 1.23% |
$60.3K - $70.4K
|
43.8K
$6.01M
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
523+ 1046.0% |
$59.2K - $69.1K
|
573
$78.7K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
520New |
$58.9K - $68.7K
|
520
$71.4K
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
513+ 6.75% |
$58.1K - $67.8K
|
8.12K
$1.11M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
509+ 1.37% |
$57.6K - $67.3K
|
37.8K
$5.19M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
507+ 0.87% |
$57.4K - $67K
|
58.8K
$8.07M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
493+ 22.82% |
$55.8K - $65.1K
|
2.65K
$364K
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
486+ 3.41% |
$55K - $64.2K
|
14.7K
$2.02M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
479New |
$54.2K - $63.3K
|
479
$65.8K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
476+ 118.11% |
$53.9K - $62.9K
|
879
$121K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
475+ 2.96% |
$53.8K - $62.8K
|
16.5K
$2.27M
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
470+ 1.43% |
$53.2K - $62.1K
|
33.4K
$4.59M
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
466+ 13.66% |
$52.8K - $61.6K
|
3.88K
$532K
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
457+ 8.6% |
$51.7K - $60.4K
|
5.77K
$793K
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
444+ 6.77% |
$50.3K - $58.7K
|
7K
$962K
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
442+ 3.05% |
$50K - $58.4K
|
14.9K
$2.05M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
432+ 6.37% |
$48.9K - $57.1K
|
7.22K
$991K
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
430+ 0.72% |
$48.7K - $56.8K
|
60.3K
$8.27M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
426+ 2.53% |
$48.2K - $56.3K
|
17.3K
$2.37M
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
422+ 11.23% |
$47.8K - $55.8K
|
4.18K
$574K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
420+ 24.48% |
$47.5K - $55.5K
|
2.14K
$293K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
411+ 22.4% |
$46.5K - $54.3K
|
2.25K
$308K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
411+ 2.36% |
$46.5K - $54.3K
|
17.8K
$2.45M
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
408+ 3.91% |
$46.2K - $53.9K
|
10.8K
$1.49M
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
406+ 0.58% |
$46K - $53.6K
|
70K
$9.61M
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
400+ 123.08% |
$45.3K - $52.9K
|
725
$99.5K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
400+ 13.71% |
$45.3K - $52.9K
|
3.32K
$455K
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
390+ 2.86% |
$44.2K - $51.5K
|
14K
$1.93M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
385+ 1.89% |
$43.6K - $50.9K
|
20.8K
$2.85M
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
380+ 2.1% |
$43K - $50.2K
|
18.5K
$2.53M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
375+ 367.65% |
$42.5K - $49.6K
|
477
$65.5K
|
|
Aug 09, 2022
Q2 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
362+ 1.7% |
$41K - $47.8K
|
21.7K
$2.98M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
360New |
$40.8K - $47.6K
|
360
$49.4K
|