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 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
869+ 44.86% |
$97.8K - $104K
|
2.81K
$370K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
855+ 2.39% |
$96.2K - $103K
|
36.6K
$4.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
850+ 60.37% |
$95.7K - $102K
|
2.26K
$298K
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
840+ 2.5% |
$94.5K - $101K
|
34.4K
$4.54M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
837+ 4.22% |
$94.2K - $100K
|
20.7K
$2.72M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
781+ 4.71% |
$87.9K - $93.6K
|
17.4K
$2.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
750+ 13.12% |
$84.4K - $89.9K
|
6.47K
$853K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
730New |
$82.1K - $87.5K
|
730
$96.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
726+ 7.7% |
$81.7K - $87K
|
10.2K
$1.34M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
725+ 3.21% |
$81.6K - $86.9K
|
23.3K
$3.08M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
717+ 8.86% |
$80.7K - $86K
|
8.81K
$1.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
701+ 10.28% |
$78.9K - $84K
|
7.52K
$992K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
687+ 10.74% |
$77.3K - $82.4K
|
7.08K
$935K
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
680+ 5.36% |
$76.5K - $81.5K
|
13.4K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
679+ 8.9% |
$76.4K - $81.4K
|
8.31K
$1.1M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
679+ 8.9% |
$76.4K - $81.4K
|
8.31K
$1.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
664+ 13.81% |
$74.7K - $79.6K
|
5.47K
$722K
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
636+ 371.93% |
$71.6K - $76.3K
|
807
$106K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
634+ 15.83% |
$71.3K - $76K
|
4.64K
$612K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
621+ 8.2% |
$69.9K - $74.5K
|
8.19K
$1.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
615+ 0.47% |
$69.2K - $73.7K
|
132K
$17.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
611+ 25.69% |
$68.8K - $73.3K
|
2.99K
$394K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
604+ 1.03% |
$68K - $72.4K
|
59.5K
$7.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
600+ 3.46% |
$67.5K - $71.9K
|
17.9K
$2.37M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
598+ 1.37% |
$67.3K - $71.7K
|
44.2K
$5.83M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
597+ 4.62% |
$67.2K - $71.6K
|
13.5K
$1.78M
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
592+ 1.64% |
$66.6K - $71K
|
36.7K
$4.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
590+ 2.9% |
$66.4K - $70.7K
|
20.9K
$2.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
569+ 2.19% |
$64K - $68.2K
|
26.6K
$3.51M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
564+ 31.94% |
$63.5K - $67.6K
|
2.33K
$307K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
558+ 159.43% |
$62.8K - $66.9K
|
908
$120K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
554+ 3.48% |
$62.3K - $66.4K
|
16.5K
$2.18M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
552+ 3.89% |
$62.1K - $66.2K
|
14.7K
$1.95M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
542+ 4.02% |
$61K - $65K
|
14K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
525+ 19.71% |
$59.1K - $62.9K
|
3.19K
$421K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
509+ 3.02% |
$57.3K - $61K
|
17.4K
$2.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
505+ 6.2% |
$56.8K - $60.5K
|
8.65K
$1.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
500New |
$56.3K - $60K
|
500
$66K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
486+ 27.0% |
$54.7K - $58.3K
|
2.29K
$302K
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
485+ 12.11% |
$54.6K - $58.2K
|
4.49K
$592K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
483+ 3.6% |
$54.4K - $57.9K
|
13.9K
$1.83M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
477+ 14.86% |
$53.7K - $57.2K
|
3.69K
$487K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
477+ 14.86% |
$53.7K - $57.2K
|
3.69K
$487K
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
475+ 13.69% |
$53.5K - $57K
|
3.95K
$521K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
467+ 3.68% |
$52.6K - $56K
|
13.2K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
457+ 150.83% |
$51.4K - $54.8K
|
760
$100K
|
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
450+ 15.87% |
$50.6K - $54K
|
3.29K
$433K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
420+ 2.33% |
$47.3K - $50.4K
|
18.5K
$2.44M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400+ 27.61% |
$45K - $48K
|
1.85K
$244K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
398+ 2.85% |
$44.8K - $47.7K
|
14.4K
$1.9M
|