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 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
169+ 9.59% |
$19.3K - $20.7K
|
1.93K
$254K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
168+ 1.62% |
$19.2K - $20.6K
|
10.5K
$1.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
166+ 0.99% |
$19K - $20.3K
|
17K
$2.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
163+ 3.57% |
$18.6K - $20K
|
4.73K
$620K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
161+ 8.68% |
$18.4K - $19.7K
|
2.02K
$265K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
153+ 1.02% |
$17.5K - $18.8K
|
15.1K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 0.45% |
$17.2K - $18.4K
|
33.7K
$4.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
150New |
$17.2K - $18.4K
|
150
$19.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
148+ 2.65% |
$16.9K - $18.1K
|
5.74K
$753K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
147+ 1.31% |
$16.8K - $18K
|
11.3K
$1.49M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
145+ 3.02% |
$16.6K - $17.8K
|
4.95K
$649K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
140New |
$16K - $17.2K
|
140
$18.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
136+ 4.41% |
$15.6K - $16.7K
|
3.22K
$423K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
135+ 6.87% |
$15.4K - $16.5K
|
2.1K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
135+ 1.59% |
$15.4K - $16.5K
|
8.63K
$1.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
132+ 2.36% |
$15.1K - $16.2K
|
5.72K
$750K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
127New |
$14.5K - $15.6K
|
127
$16.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
118+ 2.34% |
$13.5K - $14.5K
|
5.16K
$678K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
110+ 1.9% |
$12.6K - $13.5K
|
5.9K
$775K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
108+ 3.05% |
$12.4K - $13.2K
|
3.65K
$479K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
106+ 88.33% |
$12.1K - $13K
|
226
$29.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
105+ 19.96% |
$12K - $12.9K
|
631
$82.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
105+ 0.97% |
$12K - $12.9K
|
10.9K
$1.44M
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
104+ 0.44% |
$11.9K - $12.7K
|
24K
$3.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
104+ 4.96% |
$11.9K - $12.7K
|
2.2K
$289K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$11.4K - $12.3K
|
100
$13.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
100+ 1.92% |
$11.4K - $12.3K
|
5.3K
$696K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
99+ 0.66% |
$11.3K - $12.1K
|
15.1K
$1.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
98+ 0.65% |
$11.2K - $12K
|
15.3K
$2.01M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
95New |
$10.9K - $11.6K
|
95
$12.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
93+ 0.75% |
$10.6K - $11.4K
|
12.6K
$1.65M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
92+ 1.11% |
$10.5K - $11.3K
|
8.34K
$1.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
92+ 0.62% |
$10.5K - $11.3K
|
14.8K
$1.95M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
90+ 0.36% |
$10.3K - $11K
|
24.8K
$3.26M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
86+ 1.15% |
$9.84K - $10.5K
|
7.56K
$992K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
79+ 3.72% |
$9.04K - $9.68K
|
2.2K
$289K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
79+ 0.66% |
$9.04K - $9.68K
|
12K
$1.58M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
76+ 0.74% |
$8.69K - $9.32K
|
10.4K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
75+ 0.65% |
$8.58K - $9.19K
|
11.6K
$1.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
74New |
$8.46K - $9.07K
|
74
$9.72K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
71+ 0.38% |
$8.12K - $8.7K
|
18.5K
$2.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
71+ 2.51% |
$8.12K - $8.7K
|
2.9K
$381K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
71+ 0.51% |
$8.12K - $8.7K
|
14K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
70New |
$8.01K - $8.58K
|
70
$9.19K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
68+ 0.9% |
$7.78K - $8.34K
|
7.64K
$1M
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
68+ 3.4% |
$7.78K - $8.34K
|
2.07K
$272K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
61+ 2.93% |
$6.98K - $7.48K
|
2.14K
$281K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
60+ 1.73% |
$6.86K - $7.36K
|
3.54K
$465K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
55+ 0.78% |
$6.29K - $6.74K
|
7.07K
$928K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
55+ 1.7% |
$6.29K - $6.74K
|
3.29K
$432K
|