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 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
650+ 17.52% |
$74.3K - $79.7K
|
4.36K
$602K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
603+ 1.03% |
$69K - $73.9K
|
59.1K
$8.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
600+ 30.85% |
$68.6K - $73.6K
|
2.55K
$351K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
591+ 10.2% |
$67.6K - $72.5K
|
6.39K
$882K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
591+ 10.2% |
$67.6K - $72.5K
|
6.39K
$882K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
582+ 6.73% |
$66.6K - $71.3K
|
9.23K
$1.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
581+ 11.61% |
$66.4K - $71.2K
|
5.59K
$772K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
581+ 294.92% |
$66.4K - $71.2K
|
778
$107K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
578+ 4.27% |
$66.1K - $70.9K
|
14.1K
$1.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
555+ 4.25% |
$63.5K - $68K
|
13.6K
$1.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
550+ 13.56% |
$62.9K - $67.4K
|
4.61K
$636K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
530New |
$60.6K - $65K
|
530
$73.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
523+ 7.59% |
$59.8K - $64.1K
|
7.41K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
516+ 7.0% |
$59K - $63.3K
|
7.88K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
512+ 6.02% |
$58.6K - $62.8K
|
9.02K
$1.25M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
512+ 6.53% |
$58.6K - $62.8K
|
8.36K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
509+ 0.26% |
$58.2K - $62.4K
|
194K
$26.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 20.0% |
$57.2K - $61.3K
|
3K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
500+ 17.66% |
$57.2K - $61.3K
|
3.33K
$460K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
500+ 666.67% |
$57.2K - $61.3K
|
575
$79.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
498New |
$57K - $61K
|
498
$68.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
497New |
$56.8K - $60.9K
|
497
$68.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
490+ 0.56% |
$56K - $60.1K
|
87.3K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
462+ 4.48% |
$52.8K - $56.6K
|
10.8K
$1.49M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
459+ 0.19% |
$52.5K - $56.3K
|
248K
$34.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
458+ 20.28% |
$52.4K - $56.1K
|
2.72K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
455+ 8.9% |
$52K - $55.8K
|
5.57K
$769K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
455+ 3.8% |
$52K - $55.8K
|
12.4K
$1.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
450New |
$51.5K - $55.2K
|
450
$62.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
445+ 18.88% |
$50.9K - $54.6K
|
2.8K
$387K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
443New |
$50.7K - $54.3K
|
443
$61.2K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
438New |
$50.1K - $53.7K
|
438
$60.5K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
436+ 1.98% |
$49.9K - $53.4K
|
22.4K
$3.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
435+ 19.02% |
$49.8K - $53.3K
|
2.72K
$376K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
433+ 2.83% |
$49.5K - $53.1K
|
15.8K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
432+ 8.59% |
$49.4K - $53K
|
5.46K
$754K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
432+ 13.21% |
$49.4K - $53K
|
3.7K
$511K
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
432+ 2.72% |
$49.4K - $53K
|
16.3K
$2.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
427+ 13.37% |
$48.8K - $52.3K
|
3.62K
$500K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
425+ 4.47% |
$48.6K - $52.1K
|
9.94K
$1.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
421+ 11.53% |
$48.1K - $51.6K
|
4.07K
$562K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
418+ 92.89% |
$47.8K - $51.2K
|
868
$120K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
410+ 3.29% |
$46.9K - $50.3K
|
12.9K
$1.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
409+ 9.49% |
$46.8K - $50.1K
|
4.72K
$652K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
400+ 1.33% |
$45.7K - $49K
|
30.5K
$4.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
395+ 5.91% |
$45.2K - $48.4K
|
7.08K
$978K
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
394+ 18.62% |
$45.1K - $48.3K
|
2.51K
$347K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
391+ 4.81% |
$44.7K - $47.9K
|
8.52K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
385+ 2.49% |
$44K - $47.2K
|
15.9K
$2.19M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
381New |
$43.6K - $46.7K
|
381
$52.6K
|