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 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12+ 0.1% |
$1.35K - $1.44K
|
11.6K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
11+ 0.09% |
$1.24K - $1.32K
|
12K
$1.58M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10+ 0.07% |
$1.13K - $1.2K
|
14.7K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$1.13K - $1.2K
|
5.27K
$695K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 2.36% |
$1.01K - $1.08K
|
391
$51.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.06% |
$1.01K - $1.08K
|
14.1K
$1.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9New |
$1.01K - $1.08K
|
9
$1.19K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
9+ 0.29% |
$1.01K - $1.08K
|
3.12K
$412K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8+ 0.32% |
$900 - $959
|
2.51K
$331K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.12% |
$788 - $839
|
5.78K
$763K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7+ 0.1% |
$788 - $839
|
6.82K
$900K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 0.06% |
$788 - $839
|
11.6K
$1.54M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.06% |
$788 - $839
|
11.7K
$1.55M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.14% |
$788 - $839
|
4.86K
$641K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.02% |
$675 - $719
|
24.7K
$3.26M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6+ 0.82% |
$675 - $719
|
738
$97.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.25% |
$675 - $719
|
2.37K
$313K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$675 - $719
|
13.3K
$1.76M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4+ 0.42% |
$450 - $480
|
967
$128K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.43% |
$450 - $480
|
936
$124K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3+ 0.57% |
$338 - $360
|
527
$69.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.35% |
$338 - $360
|
854
$113K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.14% |
$338 - $360
|
2.08K
$274K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.75% |
$225 - $240
|
269
$35.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.09% |
$225 - $240
|
2.13K
$281K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$225 - $240
|
6.27K
$827K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.01% |
$225 - $240
|
24.5K
$3.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.83% |
$113 - $120
|
121
$16K
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.03% |
$113 - $120
|
3.05K
$403K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.83% |
$113 - $120
|
122
$16.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 0.05% |
$113 - $120
|
1.97K
$259K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.11% |
$113 - $120
|
906
$120K
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.05% |
$113 - $120
|
2.19K
$288K
|
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $120
|
9.27K
$1.22M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.1% |
$113 - $120
|
1.02K
$134K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
SELL
|
- |
-1- 0.05% |
$113 - $120
|
1.92K
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3- 0.06% |
$338 - $360
|
4.87K
$643K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 0.53% |
$338 - $360
|
561
$74K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3- 0.06% |
$338 - $360
|
5.43K
$717K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-4Closed |
$450 - $480
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7- 0.19% |
$788 - $839
|
3.6K
$475K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8- 0.05% |
$900 - $959
|
15K
$1.98M
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-9- 1.97% |
$1.01K - $1.08K
|
447
$59K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-10- 0.75% |
$1.13K - $1.2K
|
1.32K
$174K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-12- 1.32% |
$1.35K - $1.44K
|
900
$119K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14- 0.3% |
$1.58K - $1.68K
|
4.69K
$619K
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19- 0.37% |
$2.14K - $2.28K
|
5.07K
$669K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-19- 0.28% |
$2.14K - $2.28K
|
6.89K
$909K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-20- 0.3% |
$2.25K - $2.4K
|
6.69K
$882K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-21Closed |
$2.36K - $2.52K
|
0
$0
|