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 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.4KNew |
$2.1M - $2.25M
|
18.4K
$2.54M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
18.4KNew |
$2.1M - $2.25M
|
18.4K
$2.53M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
18.1KNew |
$2.07M - $2.22M
|
18.1K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
18KNew |
$2.06M - $2.21M
|
18K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
17.9K+ 10.36% |
$2.04M - $2.19M
|
190K
$26.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
17.6K+ 486.01% |
$2.01M - $2.16M
|
21.2K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
17.5KNew |
$2M - $2.15M
|
17.5K
$2.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
17.2K+ 42.53% |
$1.97M - $2.11M
|
57.6K
$7.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.9K+ 13.07% |
$1.93M - $2.07M
|
146K
$20.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
16.5KNew |
$1.89M - $2.03M
|
16.5K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.5K+ 2.86% |
$1.89M - $2.02M
|
593K
$81.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
16KNew |
$1.83M - $1.96M
|
16K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.8K+ 215.63% |
$1.81M - $1.94M
|
23.1K
$3.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
15.5KNew |
$1.77M - $1.9M
|
15.5K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.2K+ 138.5% |
$1.74M - $1.87M
|
26.2K
$3.62M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
14.6K+ 87.81% |
$1.67M - $1.79M
|
31.2K
$4.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
14.6KNew |
$1.67M - $1.79M
|
14.6K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
14.5KNew |
$1.66M - $1.77M
|
14.5K
$2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13.7KNew |
$1.56M - $1.67M
|
13.7K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13.2KNew |
$1.51M - $1.62M
|
13.2K
$1.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
13.1KNew |
$1.5M - $1.61M
|
13.1K
$1.81M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13KNew |
$1.49M - $1.6M
|
13K
$1.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13K+ 108183.33% |
$1.48M - $1.59M
|
13K
$1.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 5.02% |
$1.48M - $1.58M
|
271K
$37.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
12.8K+ 18.59% |
$1.46M - $1.56M
|
81.4K
$11.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.7KNew |
$1.45M - $1.55M
|
12.7K
$1.75M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12.1K+ 28.18% |
$1.38M - $1.48M
|
54.9K
$7.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$1.32M - $1.41M
|
11.5K
$1.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
11.4KNew |
$1.3M - $1.39M
|
11.4K
$1.57M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
11.1KNew |
$1.27M - $1.36M
|
11.1K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
11KNew |
$1.26M - $1.35M
|
11K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11K+ 43.14% |
$1.26M - $1.35M
|
36.5K
$5.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
11KNew |
$1.26M - $1.35M
|
11K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11K+ 5229.05% |
$1.26M - $1.35M
|
11.2K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 4.22% |
$1.24M - $1.33M
|
269K
$37.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
10.8K+ 23.65% |
$1.23M - $1.32M
|
56.4K
$7.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
10.7KNew |
$1.23M - $1.32M
|
10.7K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10.4KNew |
$1.19M - $1.28M
|
10.4K
$1.44M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 12.77% |
$1.18M - $1.26M
|
90.9K
$12.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2K+ 3.54% |
$1.16M - $1.25M
|
298K
$41.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
9.94K+ 1772.55% |
$1.14M - $1.22M
|
10.5K
$1.45M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
9.54K+ 17.88% |
$1.09M - $1.17M
|
62.9K
$8.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.18K+ 78.1% |
$1.05M - $1.13M
|
20.9K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
9.15K+ 129.18% |
$1.05M - $1.12M
|
16.2K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
9.13K+ 13.74% |
$1.04M - $1.12M
|
75.6K
$10.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
8.93K+ 232.6% |
$1.02M - $1.09M
|
12.8K
$1.76M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
8.87K+ 89.78% |
$1.01M - $1.09M
|
18.8K
$2.59M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
8.82KNew |
$1.01M - $1.08M
|
8.82K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.76K+ 33.18% |
$1M - $1.07M
|
35.1K
$4.85M
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.71K+ 27.22% |
$996K - $1.07M
|
40.7K
$5.62M
|