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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
81+ 2.11% |
$8.7K - $10.2K
|
3.92K
$541K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76+ 0.65% |
$8.16K - $9.54K
|
11.7K
$1.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
76+ 1.98% |
$8.16K - $9.54K
|
3.91K
$540K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
75+ 2.06% |
$8.05K - $9.41K
|
3.72K
$514K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 7.02% |
$7.62K - $8.91K
|
1.08K
$150K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
66+ 2.32% |
$7.09K - $8.28K
|
2.91K
$402K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
66+ 3.74% |
$7.09K - $8.28K
|
1.83K
$253K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
63+ 5.3% |
$6.77K - $7.91K
|
1.25K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
60+ 1.78% |
$6.44K - $7.53K
|
3.44K
$475K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
59+ 0.21% |
$6.34K - $7.4K
|
28.8K
$3.98M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57New |
$6.12K - $7.15K
|
57
$7.87K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
55+ 1.15% |
$5.91K - $6.9K
|
4.85K
$670K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
54+ 1.65% |
$5.8K - $6.78K
|
3.33K
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
51+ 1.61% |
$5.48K - $6.4K
|
3.21K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 0.65% |
$5.37K - $6.28K
|
7.75K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50New |
$5.37K - $6.28K
|
50
$6.91K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$5.37K - $6.28K
|
50
$6.91K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
49+ 1.74% |
$5.26K - $6.15K
|
2.87K
$396K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
49+ 2.57% |
$5.26K - $6.15K
|
1.96K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
46+ 0.37% |
$4.94K - $5.77K
|
12.3K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43+ 0.35% |
$4.62K - $5.4K
|
12.4K
$1.71M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
40+ 0.83% |
$4.3K - $5.02K
|
4.86K
$671K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
38+ 1.14% |
$4.08K - $4.77K
|
3.38K
$467K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
37+ 1.22% |
$3.97K - $4.64K
|
3.08K
$425K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
36+ 0.86% |
$3.87K - $4.52K
|
4.21K
$581K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
36+ 1.12% |
$3.87K - $4.52K
|
3.24K
$448K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
36+ 2.11% |
$3.87K - $4.52K
|
1.75K
$241K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
35+ 0.6% |
$3.76K - $4.39K
|
5.83K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
34+ 0.13% |
$3.65K - $4.27K
|
26.2K
$3.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
31+ 0.88% |
$3.33K - $3.89K
|
3.55K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
30+ 0.79% |
$3.22K - $3.77K
|
3.82K
$528K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
28New |
$3.01K - $3.51K
|
28
$3.87K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
28+ 0.7% |
$3.01K - $3.51K
|
4.02K
$556K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
27+ 0.23% |
$2.9K - $3.39K
|
12K
$1.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
27+ 0.51% |
$2.9K - $3.39K
|
5.3K
$732K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
24+ 1.2% |
$2.58K - $3.01K
|
2.03K
$280K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
23+ 0.15% |
$2.47K - $2.89K
|
15.7K
$2.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
22+ 0.55% |
$2.36K - $2.76K
|
3.99K
$550K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
21+ 0.88% |
$2.26K - $2.64K
|
2.4K
$332K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
21+ 0.67% |
$2.26K - $2.64K
|
3.15K
$435K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
21+ 0.86% |
$2.26K - $2.64K
|
2.47K
$340K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
20+ 0.69% |
$2.15K - $2.51K
|
2.91K
$401K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
20+ 0.24% |
$2.15K - $2.51K
|
8.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.8% |
$2.15K - $2.51K
|
2.52K
$348K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
19+ 0.76% |
$2.04K - $2.38K
|
2.53K
$350K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19+ 0.87% |
$2.04K - $2.38K
|
2.2K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.14% |
$1.93K - $2.26K
|
12.7K
$1.75M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18+ 0.84% |
$1.93K - $2.26K
|
2.17K
$300K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
18+ 0.81% |
$1.93K - $2.26K
|
2.25K
$310K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
17+ 0.72% |
$1.83K - $2.13K
|
2.37K
$328K
|