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 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
13+ 0.46% |
$1.49K - $1.59K
|
2.82K
$390K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
12+ 0.62% |
$1.37K - $1.47K
|
1.95K
$269K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$1.37K - $1.47K
|
3.78K
$522K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
12+ 0.02% |
$1.37K - $1.47K
|
65K
$8.98M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
12+ 1.33% |
$1.37K - $1.47K
|
912
$126K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.48% |
$1.14K - $1.23K
|
2.1K
$290K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10+ 0.14% |
$1.14K - $1.23K
|
7.04K
$972K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.04% |
$1.03K - $1.1K
|
24.7K
$3.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
9+ 0.18% |
$1.03K - $1.1K
|
4.99K
$689K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
9+ 0.66% |
$1.03K - $1.1K
|
1.37K
$189K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.03K - $1.1K
|
9
$1.24K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$1.03K - $1.1K
|
5.28K
$729K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 0.07% |
$915 - $981
|
11.7K
$1.62M
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.54% |
$801 - $858
|
462
$63.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7+ 0.22% |
$801 - $858
|
3.13K
$432K
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.54% |
$801 - $858
|
462
$63.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$801 - $858
|
14.7K
$2.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
7+ 0.12% |
$801 - $858
|
5.79K
$799K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
7+ 0.39% |
$801 - $858
|
1.82K
$252K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6+ 0.81% |
$686 - $736
|
744
$103K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.45% |
$572 - $613
|
1.12K
$155K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 1.72% |
$572 - $613
|
296
$40.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
4+ 0.12% |
$457 - $490
|
3.24K
$447K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.17% |
$457 - $490
|
2.37K
$328K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.17% |
$457 - $490
|
2.33K
$322K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
4+ 0.03% |
$457 - $490
|
14.7K
$2.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
4New |
$457 - $490
|
4
$552
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3+ 0.14% |
$343 - $368
|
2.13K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3+ 0.12% |
$343 - $368
|
2.58K
$356K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.14% |
$343 - $368
|
2.08K
$287K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.32% |
$343 - $368
|
939
$130K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.33% |
$343 - $368
|
909
$126K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.6% |
$343 - $368
|
503
$69.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.76% |
$343 - $368
|
400
$55.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.1% |
$229 - $245
|
2.04K
$282K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.74% |
$229 - $245
|
271
$37.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$229 - $245
|
6.27K
$866K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.23% |
$229 - $245
|
856
$118K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$114 - $123
|
5.92K
$817K
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.02% |
$114 - $123
|
4.97K
$687K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 7.14% |
$114 - $123
|
15
$2.07K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1+ 0.04% |
$114 - $123
|
2.42K
$334K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.0% |
$114 - $123
|
24.5K
$3.39M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $123
|
13.7K
$1.89M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.03% |
$114 - $123
|
3.05K
$422K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1- 0.03% |
$114 - $123
|
3.16K
$436K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1- 0.03% |
$114 - $123
|
3.8K
$525K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.02% |
$114 - $123
|
6.26K
$864K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2- 0.13% |
$229 - $245
|
1.52K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2- 0.06% |
$229 - $245
|
3.34K
$461K
|