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 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
155+ 155.0% |
$17.5K - $20.5K
|
255
$35K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
153+ 8.28% |
$17.3K - $20.2K
|
2K
$275K
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
150+ 0.63% |
$17K - $19.8K
|
23.8K
$3.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
149+ 0.37% |
$16.9K - $19.7K
|
40.7K
$5.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
145+ 1.32% |
$16.4K - $19.2K
|
11.1K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
142+ 10.66% |
$16.1K - $18.8K
|
1.47K
$202K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
138+ 0.88% |
$15.6K - $18.2K
|
15.9K
$2.18M
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
138+ 0.23% |
$15.6K - $18.2K
|
59.2K
$8.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
135+ 1.69% |
$15.3K - $17.8K
|
8.12K
$1.12M
|
|
|
Feb 04, 2025
Q2 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
133+ 0.76% |
$15.1K - $17.6K
|
17.6K
$2.42M
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
132+ 0.38% |
$14.9K - $17.4K
|
35K
$4.81M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
132+ 2.27% |
$14.9K - $17.4K
|
5.95K
$816K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
129+ 0.49% |
$14.6K - $17K
|
26.6K
$3.66M
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
124+ 3.72% |
$14K - $16.4K
|
3.46K
$475K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124+ 2.0% |
$14K - $16.4K
|
6.34K
$870K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
119+ 0.18% |
$13.5K - $15.7K
|
65.6K
$9.01M
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
116New |
$13.1K - $15.3K
|
116
$15.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
114+ 1.4% |
$12.9K - $15.1K
|
8.24K
$1.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
110+ 0.68% |
$12.5K - $14.5K
|
16.2K
$2.23M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
109+ 32.63% |
$12.3K - $14.4K
|
443
$60.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
101+ 0.81% |
$11.4K - $13.3K
|
12.5K
$1.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
101+ 6.1% |
$11.4K - $13.3K
|
1.76K
$241K
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
100+ 4.17% |
$11.3K - $13.2K
|
2.5K
$343K
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
100New |
$11.3K - $13.2K
|
100
$13.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
100+ 2.19% |
$11.3K - $13.2K
|
4.66K
$640K
|
|
|
Jul 28, 2022
Q2 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
100+ 2.24% |
$11.3K - $13.2K
|
4.57K
$628K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
100+ 6.02% |
$11.3K - $13.2K
|
1.76K
$242K
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
98+ 0.37% |
$11.1K - $12.9K
|
26.3K
$3.61M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
97+ 0.86% |
$11K - $12.8K
|
11.4K
$1.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
97+ 0.52% |
$11K - $12.8K
|
18.9K
$2.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
95+ 2.16% |
$10.8K - $12.6K
|
4.5K
$617K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
88+ 0.36% |
$9.96K - $11.6K
|
24.6K
$3.38M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
85+ 1.8% |
$9.62K - $11.2K
|
4.82K
$662K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
79+ 8.14% |
$8.94K - $10.4K
|
1.05K
$144K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
78+ 9.64% |
$8.83K - $10.3K
|
887
$122K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
76+ 1.5% |
$8.6K - $10K
|
5.15K
$707K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
73+ 0.48% |
$8.26K - $9.65K
|
15.2K
$2.09M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
72+ 0.51% |
$8.15K - $9.51K
|
14.1K
$1.93M
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
71+ 1.3% |
$8.04K - $9.38K
|
5.54K
$760K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
71+ 0.3% |
$8.04K - $9.38K
|
23.4K
$3.22M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
70New |
$7.92K - $9.25K
|
70
$9.61K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70+ 1.9% |
$7.92K - $9.25K
|
3.75K
$514K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
65+ 0.79% |
$7.36K - $8.59K
|
8.32K
$1.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
BUY
|
- |
63+ 3.06% |
$7.13K - $8.32K
|
2.12K
$291K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
63+ 1.47% |
$7.13K - $8.32K
|
4.36K
$599K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
62+ 7.16% |
$7.02K - $8.19K
|
928
$127K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
62+ 0.37% |
$7.02K - $8.19K
|
17K
$2.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
59+ 0.43% |
$6.68K - $7.8K
|
13.7K
$1.88M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
55+ 6.04% |
$6.23K - $7.27K
|
966
$133K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
52+ 17.87% |
$5.89K - $6.87K
|
343
$47.1K
|