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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.12K+ 2.06% |
$471K - $505K
|
204K
$27.5M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.09KNew |
$468K - $501K
|
4.09K
$552K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.02K+ 98.97% |
$460K - $493K
|
8.08K
$1.09M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
4.02K+ 8.81% |
$459K - $492K
|
49.6K
$6.7M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.95K+ 8.45% |
$452K - $484K
|
50.7K
$6.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.91KNew |
$447K - $479K
|
3.91K
$528K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
3.77KNew |
$431K - $462K
|
3.77K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.64KNew |
$417K - $447K
|
3.64K
$492K
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.61K+ 12.5% |
$413K - $443K
|
32.5K
$4.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.6K+ 6.8% |
$412K - $442K
|
56.6K
$7.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.6KNew |
$412K - $442K
|
3.6K
$487K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.57KNew |
$409K - $438K
|
3.57K
$483K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
3.54KNew |
$405K - $434K
|
3.54K
$479K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.54KNew |
$405K - $434K
|
3.54K
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.51K+ 4.2% |
$401K - $430K
|
87.1K
$11.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.48K+ 1.52% |
$398K - $427K
|
232K
$31.3M
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
3.43K+ 8.01% |
$392K - $420K
|
46.2K
$6.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
3.35K+ 7.95% |
$383K - $410K
|
45.4K
$6.14M
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
3.33KNew |
$381K - $408K
|
3.33K
$450K
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.31KNew |
$378K - $406K
|
3.31K
$447K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.3K+ 40.44% |
$377K - $405K
|
11.5K
$1.55M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.2K+ 7.22% |
$366K - $392K
|
47.5K
$6.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.1K+ 11.61% |
$355K - $380K
|
29.8K
$4.03M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.1KNew |
$354K - $380K
|
3.1K
$419K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.02KNew |
$346K - $370K
|
3.02K
$408K
|
|
|
Feb 02, 2022
Q4 2021
|
Florin Court Capital LLP
|
BUY
|
- |
3K+ 55.56% |
$343K - $368K
|
8.4K
$1.13M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$343K - $368K
|
3K
$405K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3K+ 6.74% |
$343K - $367K
|
47.5K
$6.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.97K+ 28.41% |
$339K - $363K
|
13.4K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.95K+ 1395.73% |
$337K - $361K
|
3.16K
$426K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.93KNew |
$335K - $359K
|
2.93K
$395K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.91K+ 0.96% |
$333K - $357K
|
307K
$41.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.91K+ 136.13% |
$332K - $356K
|
5.04K
$681K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.9KNew |
$332K - $356K
|
2.9K
$392K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.86K+ 7.37% |
$327K - $350K
|
41.7K
$5.63M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.85KNew |
$326K - $349K
|
2.85K
$385K
|
|
|
Feb 10, 2022
Q4 2021
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.81KNew |
$321K - $344K
|
2.81K
$379K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.8KNew |
$320K - $343K
|
2.8K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$320K - $343K
|
2.8K
$378K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.79K+ 16.07% |
$319K - $342K
|
20.2K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.77K+ 5.1% |
$317K - $340K
|
57.2K
$7.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.76KNew |
$315K - $338K
|
2.76K
$372K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.75K+ 90.85% |
$315K - $337K
|
5.78K
$780K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.73K+ 32.88% |
$312K - $335K
|
11K
$1.49M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.73K+ 32.88% |
$312K - $335K
|
11K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.71KNew |
$310K - $332K
|
2.71K
$366K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.7KNew |
$309K - $331K
|
2.7K
$365K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
2.66KNew |
$304K - $326K
|
2.66K
$359K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.65K+ 7.69% |
$303K - $325K
|
37.1K
$5.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.64K+ 55.63% |
$302K - $323K
|
7.38K
$997K
|