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 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-73- 1.12% |
$8.35K - $8.95K
|
6.42K
$847K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-73- 0.26% |
$8.35K - $8.95K
|
27.8K
$3.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-75- 1.96% |
$8.58K - $9.19K
|
3.74K
$494K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-75- 33.33% |
$8.58K - $9.19K
|
150
$19.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-75- 50.0% |
$8.58K - $9.19K
|
75
$9.89K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-79- 4.08% |
$9.04K - $9.68K
|
1.86K
$245K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-80- 0.2% |
$9.15K - $9.81K
|
40.6K
$5.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-80- 3.44% |
$9.15K - $9.81K
|
2.25K
$296K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-82- 2.18% |
$9.38K - $10.1K
|
3.68K
$486K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-83- 2.94% |
$9.49K - $10.2K
|
2.74K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-84- 0.79% |
$9.61K - $10.3K
|
10.5K
$1.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-85- 3.88% |
$9.72K - $10.4K
|
2.11K
$278K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-86- 4.71% |
$9.84K - $10.5K
|
1.74K
$230K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-89- 6.77% |
$10.2K - $10.9K
|
1.23K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-90- 1.22% |
$10.3K - $11K
|
7.3K
$963K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-92- 0.49% |
$10.5K - $11.3K
|
18.8K
$2.48M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-92- 0.49% |
$10.5K - $11.3K
|
18.8K
$2.48M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-100- 2.74% |
$11.4K - $12.3K
|
3.55K
$468K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 1.18% |
$11.4K - $12.3K
|
8.35K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 2.36% |
$11.4K - $12.3K
|
4.14K
$546K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-100- 0.48% |
$11.4K - $12.3K
|
20.8K
$2.75M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-100- 2.01% |
$11.4K - $12.3K
|
4.88K
$644K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100- 0.48% |
$11.4K - $12.3K
|
20.8K
$2.75M
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-101- 2.61% |
$11.6K - $12.4K
|
3.77K
$498K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-104- 2.29% |
$11.9K - $12.7K
|
4.44K
$585K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-122Closed |
$14K - $15K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-125- 11.73% |
$14.3K - $15.3K
|
941
$124K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-125- 2.57% |
$14.3K - $15.3K
|
4.75K
$626K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-125- 7.76% |
$14.3K - $15.3K
|
1.49K
$196K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-131- 2.4% |
$15K - $16.1K
|
5.32K
$702K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-138- 0.98% |
$15.8K - $16.9K
|
13.9K
$1.83M
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-145- 7.32% |
$16.6K - $17.8K
|
1.84K
$242K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-148- 0.78% |
$16.9K - $18.1K
|
18.8K
$2.48M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-149- 13.41% |
$17K - $18.3K
|
962
$127K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-150- 7.06% |
$17.2K - $18.4K
|
1.98K
$261K
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
SELL
|
- |
-150- 2.44% |
$17.2K - $18.4K
|
6K
$791K
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-150- 1.27% |
$17.2K - $18.4K
|
11.7K
$1.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-150- 3.98% |
$17.2K - $18.4K
|
3.62K
$477K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-152- 0.23% |
$17.4K - $18.6K
|
65.9K
$8.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-153- 1.15% |
$17.5K - $18.8K
|
13.2K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-154- 0.06% |
$17.6K - $18.9K
|
259K
$34.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-156- 6.51% |
$17.8K - $19.1K
|
2.24K
$295K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-159- 4.52% |
$18.2K - $19.5K
|
3.36K
$443K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-162- 1.75% |
$18.5K - $19.9K
|
9.11K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-165- 3.52% |
$18.9K - $20.2K
|
4.53K
$597K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-168- 2.19% |
$19.2K - $20.6K
|
7.51K
$990K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-171- 2.24% |
$19.6K - $21K
|
7.45K
$982K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-174- 1.04% |
$19.9K - $21.3K
|
16.6K
$2.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-180- 8.53% |
$20.6K - $22.1K
|
1.93K
$255K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-185- 1.4% |
$21.2K - $22.7K
|
13K
$1.71M
|