Purchases and Sales Made in Q4 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
376New |
$40.4K - $47.2K
|
376
$50.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
375New |
$40.3K - $47.1K
|
375
$50.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
374+ 2.07% |
$40.2K - $46.9K
|
18.4K
$2.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
373+ 10.86% |
$40.1K - $46.8K
|
3.81K
$514K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
364+ 2.47% |
$39.1K - $45.7K
|
15.1K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
364+ 6.02% |
$39.1K - $45.7K
|
6.41K
$867K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
355+ 14.57% |
$38.1K - $44.6K
|
2.79K
$377K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
352+ 1.43% |
$37.8K - $44.2K
|
25K
$3.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
352+ 9.55% |
$37.8K - $44.2K
|
4.04K
$546K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
349+ 1836.84% |
$37.5K - $43.8K
|
368
$49.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
342+ 8.87% |
$36.7K - $42.9K
|
4.2K
$567K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
327+ 1.3% |
$35.1K - $41K
|
25.4K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
322+ 2.11% |
$34.6K - $40.4K
|
15.6K
$2.1M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
320+ 3.48% |
$34.4K - $40.2K
|
9.52K
$1.29M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
318+ 1.74% |
$34.2K - $39.9K
|
18.6K
$2.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
310+ 1.22% |
$33.3K - $38.9K
|
25.6K
$3.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
308+ 1.9% |
$33.1K - $38.7K
|
16.5K
$2.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
303+ 4.89% |
$32.5K - $38K
|
6.5K
$878K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
300New |
$32.2K - $37.7K
|
300
$40.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
295+ 7.58% |
$31.7K - $37K
|
4.19K
$566K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
286+ 55.86% |
$30.7K - $35.9K
|
798
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
284+ 189.33% |
$30.5K - $35.6K
|
434
$58.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
281+ 2.37% |
$30.2K - $35.3K
|
12.1K
$1.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
271+ 0.76% |
$29.1K - $34K
|
35.8K
$4.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
270+ 4.62% |
$29K - $33.9K
|
6.11K
$825K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
266+ 0.4% |
$28.6K - $33.4K
|
67.2K
$9.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
265+ 4.52% |
$28.5K - $33.3K
|
6.13K
$828K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
261+ 1.72% |
$28K - $32.8K
|
15.4K
$2.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
261+ 1.74% |
$28K - $32.8K
|
15.3K
$2.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
260+ 10.4% |
$27.9K - $32.6K
|
2.76K
$373K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
253+ 9.09% |
$27.2K - $31.8K
|
3.04K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
251+ 2.52% |
$27K - $31.5K
|
10.2K
$1.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
247New |
$26.5K - $31K
|
247
$33.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
243+ 6.49% |
$26.1K - $30.5K
|
3.99K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
233+ 0.85% |
$25K - $29.2K
|
27.6K
$3.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
210+ 2.94% |
$22.6K - $26.4K
|
7.35K
$992K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
210+ 4.11% |
$22.6K - $26.4K
|
5.32K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
207+ 0.23% |
$22.2K - $26K
|
88.6K
$12M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
204+ 4.64% |
$21.9K - $25.6K
|
4.6K
$621K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200New |
$21.5K - $25.1K
|
200
$27K
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
200+ 2.11% |
$21.5K - $25.1K
|
9.67K
$1.31M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190+ 8.54% |
$20.4K - $23.8K
|
2.42K
$326K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
186+ 6200.0% |
$20K - $23.3K
|
189
$25.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
180+ 0.76% |
$19.3K - $22.6K
|
23.9K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
180+ 0.16% |
$19.3K - $22.6K
|
111K
$15M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
178+ 3.22% |
$19.1K - $22.3K
|
5.71K
$771K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
176+ 2.89% |
$18.9K - $22.1K
|
6.27K
$847K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
176New |
$18.9K - $22.1K
|
176
$23.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
175+ 2.92% |
$18.8K - $22K
|
6.18K
$834K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
173+ 8.03% |
$18.6K - $21.7K
|
2.33K
$315K
|