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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
603KNew |
$69M - $73.9M
|
603K
$79.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
348K+ 25.17% |
$39.8M - $42.7M
|
1.73M
$228M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
319K+ 6.24% |
$36.5M - $39.1M
|
5.43M
$717M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
272KNew |
$31.1M - $33.4M
|
272K
$35.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
246K+ 2076.75% |
$28.1M - $30.1M
|
257K
$34M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
232K+ 868.93% |
$26.6M - $28.5M
|
259K
$34.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
199K+ 8.08% |
$22.8M - $24.4M
|
2.66M
$351M
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
147K+ 76.24% |
$16.8M - $18.1M
|
341K
$44.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
133K+ 7.62% |
$15.2M - $16.3M
|
1.88M
$248M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
127KNew |
$14.5M - $15.6M
|
127K
$16.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
127K+ 2317.2% |
$14.5M - $15.5M
|
132K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
108K+ 7.49% |
$12.3M - $13.2M
|
1.55M
$204M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
96.2K+ 597.42% |
$11M - $11.8M
|
112K
$14.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.8K+ 10.27% |
$10.8M - $11.6M
|
1.02M
$134M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.2K+ 1.22% |
$10.4M - $11.2M
|
7.56M
$998M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
87.5K+ 27.66% |
$10M - $10.7M
|
404K
$53.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
84.5K+ 486.94% |
$9.67M - $10.4M
|
102K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
83.5K+ 122.94% |
$9.55M - $10.2M
|
151K
$20M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
81.5K+ 30.92% |
$9.32M - $9.99M
|
345K
$45.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
71.6KNew |
$8.19M - $8.78M
|
71.6K
$9.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68.4K+ 33.71% |
$7.83M - $8.39M
|
271K
$35.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
58KNew |
$6.63M - $7.11M
|
58K
$7.65M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.3K+ 21.87% |
$6.21M - $6.65M
|
302K
$39.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.8K+ 12.11% |
$6.04M - $6.47M
|
489K
$64.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
50.4KNew |
$5.76M - $6.17M
|
50.4K
$6.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.7K+ 0.79% |
$5.11M - $5.48M
|
5.73M
$755M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
43.8K+ 5.32% |
$5.01M - $5.37M
|
866K
$114M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
42.1K+ 4.02% |
$4.81M - $5.16M
|
1.09M
$144M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
38.4K+ 36.29% |
$4.4M - $4.71M
|
144K
$19M
|
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
33.2KNew |
$3.8M - $4.07M
|
33.2K
$4.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
32.9K+ 123.98% |
$3.76M - $4.03M
|
59.4K
$7.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32.7K+ 0.83% |
$3.74M - $4.01M
|
4M
$527M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
32.7K+ 28.17% |
$3.74M - $4.01M
|
149K
$19.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.3KNew |
$3.58M - $3.84M
|
31.3K
$4.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.1K+ 2.5% |
$3.45M - $3.7M
|
1.23M
$163M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
28.8K+ 74.64% |
$3.29M - $3.53M
|
67.4K
$8.89M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.5K+ 4.83% |
$3.26M - $3.5M
|
619K
$81.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
28.2KNew |
$3.23M - $3.46M
|
28.2K
$3.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.2KNew |
$3.23M - $3.46M
|
28.2K
$3.72M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
27.9KNew |
$3.19M - $3.42M
|
27.9K
$3.68M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26.9KNew |
$3.07M - $3.29M
|
26.9K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.8K+ 352.9% |
$3.06M - $3.28M
|
34.4K
$4.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
25.2KNew |
$2.88M - $3.08M
|
25.2K
$3.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
23.7KNew |
$2.71M - $2.91M
|
23.7K
$3.13M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
22.2KNew |
$2.54M - $2.72M
|
22.2K
$2.93M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
21.8KNew |
$2.5M - $2.67M
|
21.8K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
21.1KNew |
$2.41M - $2.58M
|
21.1K
$2.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
19.2K+ 4.8% |
$2.2M - $2.36M
|
420K
$55.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
18.5KNew |
$2.11M - $2.26M
|
18.5K
$2.43M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.4KNew |
$2.1M - $2.25M
|
18.4K
$2.42M
|