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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 0.13% |
$572 - $613
|
3.78K
$496K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-7- 0.06% |
$801 - $858
|
12.5K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-9- 0.33% |
$1.03K - $1.1K
|
2.7K
$354K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-9Closed |
$1.03K - $1.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-9- 0.08% |
$1.03K - $1.1K
|
11.2K
$1.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-10- 0.67% |
$1.14K - $1.23K
|
1.49K
$196K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-10- 0.15% |
$1.14K - $1.23K
|
6.81K
$894K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10- 4.17% |
$1.14K - $1.23K
|
230
$30.2K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-11Closed |
$1.26K - $1.35K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-11- 0.16% |
$1.26K - $1.35K
|
7.07K
$929K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-13- 0.36% |
$1.49K - $1.59K
|
3.64K
$478K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-13- 0.36% |
$1.49K - $1.59K
|
3.64K
$478K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-14- 0.69% |
$1.6K - $1.72K
|
2.02K
$266K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-16- 0.7% |
$1.83K - $1.96K
|
2.28K
$300K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-17- 0.16% |
$1.94K - $2.08K
|
10.7K
$1.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-18- 0.43% |
$2.06K - $2.21K
|
4.16K
$546K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-22- 0.16% |
$2.52K - $2.7K
|
13.4K
$1.76M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-23- 0.42% |
$2.63K - $2.82K
|
5.39K
$708K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 0.17% |
$2.86K - $3.06K
|
15K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-25- 0.15% |
$2.86K - $3.06K
|
16.6K
$2.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 1.27% |
$2.86K - $3.06K
|
1.94K
$255K
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
SELL
|
- |
-27- 1.0% |
$3.09K - $3.31K
|
2.68K
$352K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-32- 0.05% |
$3.66K - $3.92K
|
63.3K
$8.31M
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-34- 1.04% |
$3.89K - $4.17K
|
3.22K
$423K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-34- 0.31% |
$3.89K - $4.17K
|
11K
$1.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-35- 18.32% |
$4K - $4.29K
|
156
$20.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-36- 1.54% |
$4.12K - $4.41K
|
2.31K
$303K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-38- 0.89% |
$4.35K - $4.66K
|
4.25K
$558K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-40- 0.79% |
$4.57K - $4.9K
|
5.03K
$660K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-40- 5.0% |
$4.57K - $4.9K
|
760
$99.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-41- 0.11% |
$4.69K - $5.03K
|
38.3K
$5.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-42- 1.76% |
$4.8K - $5.15K
|
2.35K
$309K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-42- 2.03% |
$4.8K - $5.15K
|
2.02K
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-43- 2.01% |
$4.92K - $5.27K
|
2.09K
$275K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-44- 0.31% |
$5.03K - $5.39K
|
14K
$1.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-45- 2.51% |
$5.15K - $5.52K
|
1.75K
$230K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-46- 2.02% |
$5.26K - $5.64K
|
2.23K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-47- 0.95% |
$5.38K - $5.76K
|
4.88K
$641K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-47Closed |
$5.38K - $5.76K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-49- 1.17% |
$5.6K - $6.01K
|
4.14K
$543K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 2.34% |
$5.72K - $6.13K
|
2.09K
$274K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-50- 1.27% |
$5.72K - $6.13K
|
3.88K
$509K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-54- 8.97% |
$6.18K - $6.62K
|
548
$71.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-56- 14.93% |
$6.4K - $6.87K
|
319
$41.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-56- 1.29% |
$6.4K - $6.87K
|
4.28K
$562K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-59Closed |
$6.75K - $7.23K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-69- 1.04% |
$7.89K - $8.46K
|
6.56K
$861K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-72- 0.57% |
$8.23K - $8.83K
|
12.7K
$1.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-72- 2.99% |
$8.23K - $8.83K
|
2.33K
$306K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-73- 0.23% |
$8.35K - $8.95K
|
32.3K
$4.24M
|