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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
173+ 1.22% |
$18.6K - $21.7K
|
14.4K
$1.85M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
170+ 2.79% |
$18.3K - $21.3K
|
6.25K
$804K
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
BUY
|
- |
166+ 2.98% |
$17.8K - $20.8K
|
5.73K
$737K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
165New |
$17.7K - $20.7K
|
165
$21.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
163+ 1.25% |
$17.5K - $20.5K
|
13.2K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
160+ 7.84% |
$17.2K - $20.1K
|
2.2K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
158+ 2.33% |
$17K - $19.8K
|
6.94K
$892K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
158+ 3.39% |
$17K - $19.8K
|
4.82K
$620K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
156+ 0.3% |
$16.8K - $19.6K
|
52.2K
$6.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
155+ 6.72% |
$16.6K - $19.5K
|
2.46K
$316K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
153+ 0.19% |
$16.4K - $19.2K
|
81.1K
$10.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
152+ 20.82% |
$16.3K - $19.1K
|
882
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
150+ 0.94% |
$16.1K - $18.8K
|
16.2K
$2.08M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
149+ 167.42% |
$16K - $18.7K
|
238
$30.6K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
149+ 167.42% |
$16K - $18.7K
|
238
$30.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
138+ 2.57% |
$14.8K - $17.3K
|
5.5K
$708K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
130+ 4.0% |
$14K - $16.3K
|
3.38K
$434K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
129+ 2.14% |
$13.9K - $16.2K
|
6.14K
$790K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
128+ 2.53% |
$13.7K - $16.1K
|
5.18K
$666K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
127+ 5.94% |
$13.6K - $15.9K
|
2.26K
$291K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
123+ 2.29% |
$13.2K - $15.4K
|
5.51K
$708K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
121+ 13.0% |
$13K - $15.2K
|
1.05K
$135K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
120+ 18.46% |
$12.9K - $15.1K
|
770
$99K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
111+ 0.8% |
$11.9K - $13.9K
|
14K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
110+ 5.55% |
$11.8K - $13.8K
|
2.09K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
109+ 3.71% |
$11.7K - $13.7K
|
3.05K
$392K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
108+ 5.19% |
$11.6K - $13.6K
|
2.19K
$281K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
108+ 0.31% |
$11.6K - $13.6K
|
35.4K
$4.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
106+ 14.62% |
$11.4K - $13.3K
|
831
$107K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
106+ 4.59% |
$11.4K - $13.3K
|
2.41K
$310K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
105+ 0.72% |
$11.3K - $13.2K
|
14.7K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
100+ 3.27% |
$10.7K - $12.6K
|
3.16K
$406K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$10.7K - $12.6K
|
100
$12.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
97New |
$10.4K - $12.2K
|
97
$12.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
95+ 1.22% |
$10.2K - $11.9K
|
7.87K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
95+ 3.2% |
$10.2K - $11.9K
|
3.06K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
93+ 0.66% |
$9.99K - $11.7K
|
14.2K
$1.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
91+ 16.58% |
$9.77K - $11.4K
|
640
$82.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
91+ 3.86% |
$9.77K - $11.4K
|
2.45K
$315K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
90New |
$9.67K - $11.3K
|
90
$11.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
89+ 0.03% |
$9.56K - $11.2K
|
342K
$44M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
88New |
$9.45K - $11K
|
88
$11.3K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
86New |
$9.24K - $10.8K
|
86
$11.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
86+ 0.03% |
$9.24K - $10.8K
|
263K
$33.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
85+ 4.51% |
$9.13K - $10.7K
|
1.97K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
85+ 0.74% |
$9.13K - $10.7K
|
11.6K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
84+ 1.07% |
$9.02K - $10.5K
|
7.92K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
81+ 2.11% |
$8.7K - $10.2K
|
3.92K
$504K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
76+ 1.98% |
$8.16K - $9.54K
|
3.91K
$503K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76+ 0.65% |
$8.16K - $9.54K
|
11.7K
$1.51M
|