Purchases and Sales Made in Q3 2021 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.68MNew |
$639M - $681M
|
5.68M
$750M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
923KNew |
$104M - $111M
|
923K
$122M
|
|
|
Nov 10, 2021
Q3 2021
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
611K+ 470.0% |
$68.8M - $73.3M
|
741K
$97.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
436KNew |
$49.1M - $52.3M
|
436K
$57.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
154K+ 396.06% |
$17.4M - $18.5M
|
193K
$25.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
121K+ 1246.38% |
$13.6M - $14.5M
|
130K
$17.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
106KNew |
$11.9M - $12.7M
|
106K
$14M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.2K+ 1.24% |
$10.3M - $10.9M
|
7.47M
$985M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
86.3K+ 299.29% |
$9.71M - $10.3M
|
115K
$15.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
74.6K+ 622.89% |
$8.39M - $8.94M
|
86.5K
$11.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70.6K+ 8.44% |
$7.94M - $8.46M
|
907K
$120M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.2K+ 4.79% |
$7.11M - $7.58M
|
1.38M
$182M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
56.6K+ 2.35% |
$6.37M - $6.78M
|
2.46M
$325M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50.2K+ 1251.78% |
$5.64M - $6.01M
|
54.2K
$7.15M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
49.6K+ 269.84% |
$5.58M - $5.94M
|
67.9K
$8.96M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.7K+ 124.53% |
$5.03M - $5.36M
|
80.6K
$10.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.7K+ 9.99% |
$4.8M - $5.11M
|
470K
$62M
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
39.6KNew |
$4.46M - $4.75M
|
39.6K
$5.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
38.6KNew |
$4.34M - $4.63M
|
38.6K
$5.09M
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
BUY
|
- |
38.5K+ 538.18% |
$4.33M - $4.61M
|
45.6K
$6.02M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
34.7K+ 4.4% |
$3.9M - $4.16M
|
823K
$109M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.5K+ 14.43% |
$3.66M - $3.9M
|
258K
$34M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.3KNew |
$3.3M - $3.51M
|
29.3K
$3.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.7K+ 1.87% |
$3.12M - $3.32M
|
1.51M
$199M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
22.7KNew |
$2.55M - $2.72M
|
22.7K
$2.99M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
22.5K+ 9.88% |
$2.54M - $2.7M
|
251K
$33.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19.1K+ 184.01% |
$2.14M - $2.28M
|
29.4K
$3.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18.8K+ 363.53% |
$2.12M - $2.26M
|
24K
$3.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
17.8KNew |
$2M - $2.13M
|
17.8K
$2.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$1.89M - $2.02M
|
16.8K
$2.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.4K+ 15.5% |
$1.84M - $1.96M
|
122K
$16.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
15.1K+ 1.06% |
$1.7M - $1.82M
|
1.44M
$190M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
15K+ 597.25% |
$1.69M - $1.8M
|
17.5K
$2.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.3K+ 0.36% |
$1.61M - $1.72M
|
3.96M
$523M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.2KNew |
$1.6M - $1.71M
|
14.2K
$1.88M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.8K+ 5.05% |
$1.55M - $1.66M
|
287K
$37.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
13.7K+ 34.05% |
$1.54M - $1.64M
|
53.9K
$7.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
13.1K+ 55.43% |
$1.48M - $1.57M
|
36.8K
$4.85M
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
12.8KNew |
$1.44M - $1.53M
|
12.8K
$1.68M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.7K+ 463.27% |
$1.43M - $1.53M
|
15.5K
$2.04M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12.4K+ 47.49% |
$1.4M - $1.49M
|
38.6K
$5.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.1K+ 22.42% |
$1.36M - $1.45M
|
66K
$8.71M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
12K+ 45.78% |
$1.35M - $1.44M
|
38.3K
$5.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
12K+ 45.78% |
$1.35M - $1.44M
|
38.3K
$5.05M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$1.3M - $1.39M
|
11.6K
$1.52M
|
|
|
Oct 21, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
11.4K+ 111.37% |
$1.28M - $1.37M
|
21.6K
$2.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
11.3K+ 2313.06% |
$1.28M - $1.36M
|
11.8K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.27M - $1.35M
|
11.3K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11K+ 75.86% |
$1.24M - $1.32M
|
25.5K
$3.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11KNew |
$1.24M - $1.32M
|
11K
$1.45M
|