Purchases and Sales Made in Q4 2021 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 2021. 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 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
13+ 0.35% |
$1.49K - $1.59K
|
3.68K
$463K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
13+ 0.41% |
$1.49K - $1.59K
|
3.22K
$405K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
12+ 1.33% |
$1.37K - $1.47K
|
912
$115K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
12+ 0.62% |
$1.37K - $1.47K
|
1.95K
$245K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
12+ 0.02% |
$1.37K - $1.47K
|
65K
$8.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$1.37K - $1.47K
|
3.78K
$476K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.48% |
$1.14K - $1.23K
|
2.1K
$265K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10+ 0.14% |
$1.14K - $1.23K
|
7.04K
$886K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.04% |
$1.03K - $1.1K
|
24.7K
$3.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
9+ 0.66% |
$1.03K - $1.1K
|
1.37K
$173K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$1.03K - $1.1K
|
5.28K
$664K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.03K - $1.1K
|
9
$1.13K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
9+ 0.18% |
$1.03K - $1.1K
|
4.99K
$628K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 0.07% |
$915 - $981
|
11.7K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
7+ 0.39% |
$801 - $858
|
1.82K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7+ 0.22% |
$801 - $858
|
3.13K
$394K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$801 - $858
|
14.7K
$1.85M
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.54% |
$801 - $858
|
462
$58.1K
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.54% |
$801 - $858
|
462
$58.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
7+ 0.12% |
$801 - $858
|
5.79K
$728K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6+ 0.81% |
$686 - $736
|
744
$93.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 1.72% |
$572 - $613
|
296
$37.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.45% |
$572 - $613
|
1.12K
$141K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
4+ 0.12% |
$457 - $490
|
3.24K
$407K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.17% |
$457 - $490
|
2.33K
$294K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.17% |
$457 - $490
|
2.37K
$299K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
4New |
$457 - $490
|
4
$503
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
4+ 0.03% |
$457 - $490
|
14.7K
$1.85M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.32% |
$343 - $368
|
939
$118K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.14% |
$343 - $368
|
2.08K
$262K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.76% |
$343 - $368
|
400
$50.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.33% |
$343 - $368
|
909
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3+ 0.14% |
$343 - $368
|
2.13K
$267K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3+ 0.12% |
$343 - $368
|
2.58K
$325K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.6% |
$343 - $368
|
503
$63.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$229 - $245
|
6.27K
$789K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.74% |
$229 - $245
|
271
$34.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.23% |
$229 - $245
|
856
$108K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.1% |
$229 - $245
|
2.04K
$257K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1+ 0.04% |
$114 - $123
|
2.42K
$304K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$114 - $123
|
5.92K
$744K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 7.14% |
$114 - $123
|
15
$1.89K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.0% |
$114 - $123
|
24.5K
$3.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.02% |
$114 - $123
|
4.97K
$626K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $123
|
13.7K
$1.72M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.03% |
$114 - $123
|
3.05K
$384K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.02% |
$114 - $123
|
6.26K
$787K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1- 0.03% |
$114 - $123
|
3.8K
$479K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1- 0.03% |
$114 - $123
|
3.16K
$397K
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2- 0.06% |
$229 - $245
|
3.34K
$420K
|