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 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7- 0.04% |
$752 - $879
|
16.4K
$2.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-7- 0.2% |
$752 - $879
|
3.54K
$488K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7- 0.08% |
$752 - $879
|
8.27K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$1.29K - $1.51K
|
17.1K
$2.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-12- 0.08% |
$1.29K - $1.51K
|
14.5K
$2M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-14- 0.32% |
$1.5K - $1.76K
|
4.32K
$597K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-14- 0.53% |
$1.5K - $1.76K
|
2.63K
$363K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15- 0.51% |
$1.61K - $1.88K
|
2.93K
$404K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-17- 1.88% |
$1.83K - $2.13K
|
888
$123K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 1.13% |
$1.83K - $2.13K
|
1.49K
$206K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-18- 0.31% |
$1.93K - $2.26K
|
5.81K
$802K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-18- 0.54% |
$1.93K - $2.26K
|
3.32K
$459K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-20- 0.67% |
$2.15K - $2.51K
|
2.95K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-20- 1.02% |
$2.15K - $2.51K
|
1.94K
$268K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-25Closed |
$2.68K - $3.14K
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-25- 0.26% |
$2.68K - $3.14K
|
9.67K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25- 0.61% |
$2.68K - $3.14K
|
4.07K
$562K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-27- 0.28% |
$2.9K - $3.39K
|
9.45K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-29- 1.34% |
$3.11K - $3.64K
|
2.14K
$296K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-30- 0.36% |
$3.22K - $3.77K
|
8.32K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-31- 0.18% |
$3.33K - $3.89K
|
17K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-33- 1.36% |
$3.54K - $4.14K
|
2.4K
$331K
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-33- 49.25% |
$3.54K - $4.14K
|
34
$4.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-34- 1.28% |
$3.65K - $4.27K
|
2.61K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-36- 1.12% |
$3.87K - $4.52K
|
3.17K
$438K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-40- 0.63% |
$4.3K - $5.02K
|
6.33K
$874K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-40- 2.03% |
$4.3K - $5.02K
|
1.94K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-41- 0.86% |
$4.4K - $5.15K
|
4.7K
$649K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-44- 2.21% |
$4.73K - $5.52K
|
1.94K
$268K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-45- 0.79% |
$4.83K - $5.65K
|
5.67K
$783K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-46- 0.28% |
$4.94K - $5.77K
|
16.2K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-47- 1.72% |
$5.05K - $5.9K
|
2.69K
$372K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-47- 2.14% |
$5.05K - $5.9K
|
2.15K
$297K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-47- 0.7% |
$5.05K - $5.9K
|
6.7K
$925K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49- -0.0% |
$5.26K - $6.15K
|
1.72M
$237M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-49- 0.4% |
$5.26K - $6.15K
|
12.1K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-50- 0.29% |
$5.37K - $6.28K
|
17.3K
$2.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-50- 6.09% |
$5.37K - $6.28K
|
771
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-50- 0.81% |
$5.37K - $6.28K
|
6.09K
$841K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-50- 1.88% |
$5.37K - $6.28K
|
2.6K
$359K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-52- 0.21% |
$5.58K - $6.53K
|
24.2K
$3.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-52- 0.53% |
$5.58K - $6.53K
|
9.71K
$1.34M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-60- 0.14% |
$6.44K - $7.53K
|
43.9K
$6.07M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-60- 1.92% |
$6.44K - $7.53K
|
3.07K
$423K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-60- 0.06% |
$6.44K - $7.53K
|
102K
$14.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-62- 3.17% |
$6.66K - $7.78K
|
1.9K
$262K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-67- 1.49% |
$7.2K - $8.41K
|
4.44K
$614K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-70- 5.65% |
$7.52K - $8.79K
|
1.17K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-76- 0.48% |
$8.16K - $9.54K
|
15.8K
$2.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-79- 3.5% |
$8.48K - $9.91K
|
2.18K
$301K
|