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 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.61KNew |
$194K - $209K
|
1.61K
$223K
|
|
|
Apr 27, 2022
Q1 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1.61KNew |
$193K - $208K
|
1.61K
$222K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
1.6KNew |
$192K - $208K
|
1.6K
$221K
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
BUY
|
- |
1.6KNew |
$192K - $208K
|
1.6K
$221K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$192K - $207K
|
1.6K
$221K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.6KNew |
$192K - $207K
|
1.6K
$221K
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.59KNew |
$190K - $206K
|
1.59K
$219K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.58KNew |
$190K - $205K
|
1.58K
$218K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1.56KNew |
$188K - $203K
|
1.56K
$216K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.54K+ 27.86% |
$185K - $200K
|
7.08K
$978K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
1.54K+ 7.14% |
$185K - $200K
|
23.2K
$3.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.49K+ 54.14% |
$179K - $193K
|
4.24K
$586K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.48K+ 12.35% |
$178K - $193K
|
13.5K
$1.86M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.47K+ 7.01% |
$176K - $190K
|
22.4K
$3.09M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.44K+ 9.6% |
$173K - $187K
|
16.5K
$2.27M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.43KNew |
$172K - $186K
|
1.43K
$197K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.4K+ 40.73% |
$168K - $182K
|
4.84K
$668K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.39K+ 25.83% |
$167K - $181K
|
6.79K
$937K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.37K+ 8.6% |
$164K - $177K
|
17.2K
$2.38M
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 22.93% |
$161K - $174K
|
7.19K
$993K
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
1.33K+ 52.06% |
$159K - $172K
|
3.87K
$534K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 53.51% |
$154K - $166K
|
3.68K
$508K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.24K+ 13.15% |
$149K - $161K
|
10.7K
$1.47M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$147K - $159K
|
1.23K
$170K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.23K+ 23.89% |
$147K - $159K
|
6.35K
$877K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.22K+ 43.87% |
$146K - $158K
|
4K
$553K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.2K+ 3.42% |
$144K - $156K
|
36.3K
$5.02M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.2K+ 62.16% |
$144K - $156K
|
3.13K
$433K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.19K+ 11.38% |
$143K - $155K
|
11.7K
$1.61M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.19K+ 5.03% |
$142K - $154K
|
24.8K
$3.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
1.18K+ 23.76% |
$142K - $153K
|
6.16K
$850K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.18K+ 15.9% |
$142K - $153K
|
8.61K
$1.19M
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.18K+ 15.8% |
$142K - $153K
|
8.65K
$1.19M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.17K+ 129.44% |
$140K - $151K
|
2.07K
$285K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.14K+ 7.79% |
$137K - $148K
|
15.8K
$2.18M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.13K+ 13.04% |
$135K - $146K
|
9.75K
$1.35M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.13K+ 6.88% |
$135K - $146K
|
17.5K
$2.41M
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.12K+ 5.1% |
$134K - $145K
|
23.1K
$3.19M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.11K+ 5.29% |
$133K - $144K
|
22.1K
$3.05M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.09K+ 2.84% |
$131K - $142K
|
39.6K
$5.46M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.08K+ 6.79% |
$129K - $140K
|
17K
$2.34M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.07K+ 2.66% |
$128K - $139K
|
41.3K
$5.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.03K+ 17.52% |
$124K - $134K
|
6.94K
$958K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.02K+ 21.69% |
$123K - $133K
|
5.74K
$793K
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
934+ 7.77% |
$112K - $121K
|
12.9K
$1.79M
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
864+ 222.11% |
$104K - $112K
|
1.25K
$173K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
853+ 16.37% |
$102K - $111K
|
6.06K
$837K
|
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
852+ 3.55% |
$102K - $111K
|
24.8K
$3.43M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
835+ 15.53% |
$100K - $108K
|
6.21K
$858K
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
832+ 49.49% |
$99.8K - $108K
|
2.51K
$347K
|