Purchases and Sales Made in Q1 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
12+ 0.79% |
$1.44K - $1.56K
|
1.53K
$212K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12New |
$1.44K - $1.56K
|
12
$1.66K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
12+ 0.71% |
$1.44K - $1.56K
|
1.71K
$236K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 0.65% |
$1.32K - $1.43K
|
1.7K
$234K
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
11+ 0.14% |
$1.32K - $1.43K
|
8.06K
$1.11M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
11+ 0.57% |
$1.32K - $1.43K
|
1.96K
$270K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.25% |
$1.2K - $1.3K
|
4.08K
$563K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
10+ 0.44% |
$1.2K - $1.3K
|
2.29K
$317K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10New |
$1.2K - $1.3K
|
10
$1.38K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
9+ 0.12% |
$1.08K - $1.17K
|
7.67K
$1.06M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
8+ 0.42% |
$960 - $1.04K
|
1.92K
$265K
|
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
8+ 0.24% |
$960 - $1.04K
|
3.34K
$461K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
8+ 0.16% |
$960 - $1.04K
|
5K
$690K
|
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
BUY
|
- |
8+ 0.13% |
$960 - $1.04K
|
6.01K
$830K
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$960 - $1.04K
|
5.28K
$730K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
7+ 0.38% |
$840 - $908
|
1.83K
$253K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7+ 0.22% |
$840 - $908
|
3.14K
$433K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.08% |
$840 - $908
|
8.82K
$1.22M
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
7+ 0.69% |
$840 - $908
|
1.02K
$141K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6+ 0.23% |
$720 - $779
|
2.59K
$357K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.12% |
$720 - $779
|
5.07K
$700K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6+ 0.23% |
$720 - $779
|
2.63K
$363K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.06% |
$600 - $649
|
8.36K
$1.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
5+ 0.03% |
$600 - $649
|
16.5K
$2.28M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
5+ 0.26% |
$600 - $649
|
1.93K
$267K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.03% |
$600 - $649
|
15.1K
$2.09M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5+ 0.09% |
$600 - $649
|
5.81K
$803K
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
5+ 0.29% |
$600 - $649
|
1.73K
$238K
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5+ 0.16% |
$600 - $649
|
3.16K
$437K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 0.67% |
$600 - $649
|
749
$103K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.17% |
$480 - $519
|
2.38K
$328K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$480 - $519
|
13.1K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
4+ 0.23% |
$480 - $519
|
1.76K
$242K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$480 - $519
|
2.11K
$291K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 0.29% |
$480 - $519
|
1.38K
$190K
|
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
4+ 0.16% |
$480 - $519
|
2.51K
$346K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4+ 0.18% |
$480 - $519
|
2.23K
$307K
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
3+ 0.06% |
$360 - $389
|
4.77K
$659K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3+ 0.21% |
$360 - $389
|
1.4K
$193K
|
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
3New |
$360 - $389
|
3
$414
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.75% |
$360 - $389
|
403
$55.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.55% |
$360 - $389
|
551
$76.1K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.14% |
$360 - $389
|
2.08K
$288K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.06% |
$360 - $389
|
5.45K
$753K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3+ 0.16% |
$360 - $389
|
1.84K
$254K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.35% |
$360 - $389
|
859
$119K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
3+ 0.05% |
$360 - $389
|
5.79K
$800K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.32% |
$360 - $389
|
942
$130K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.52% |
$240 - $260
|
383
$52.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.18% |
$240 - $260
|
1.12K
$155K
|