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 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-188- 8.84% |
$21.5K - $23K
|
1.94K
$256K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-189- 7.67% |
$21.6K - $23.2K
|
2.27K
$300K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-190- 6.14% |
$21.7K - $23.3K
|
2.91K
$383K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-192- 2.04% |
$22K - $23.5K
|
9.22K
$1.22M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-197- 2.33% |
$22.5K - $24.2K
|
8.25K
$1.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-198- 7.06% |
$22.6K - $24.3K
|
2.61K
$344K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-200- 3.0% |
$22.9K - $24.5K
|
6.46K
$852K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-200- 3.16% |
$22.9K - $24.5K
|
6.12K
$808K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-203- 4.38% |
$23.2K - $24.9K
|
4.44K
$585K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-203- 0.66% |
$23.2K - $24.9K
|
30.7K
$4.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-207- 0.47% |
$23.7K - $25.4K
|
44K
$5.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-221- 2.67% |
$25.3K - $27.1K
|
8.05K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-223- 4.34% |
$25.5K - $27.3K
|
4.92K
$649K
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-225- 1.26% |
$25.7K - $27.6K
|
17.7K
$2.33M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-227- 5.71% |
$26K - $27.8K
|
3.75K
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-233- 4.51% |
$26.6K - $28.6K
|
4.93K
$650K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-237- 1.38% |
$27.1K - $29.1K
|
16.9K
$2.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-240- 5.35% |
$27.4K - $29.4K
|
4.25K
$561K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-241- 1.42% |
$27.6K - $29.5K
|
16.8K
$2.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-247- 1.86% |
$28.2K - $30.3K
|
13.1K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-250- 4.13% |
$28.6K - $30.6K
|
5.81K
$766K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$28.6K - $30.6K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-251- 0.43% |
$28.7K - $30.8K
|
58K
$7.65M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-252- 24.8% |
$28.8K - $30.9K
|
764
$101K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-253- 5.72% |
$28.9K - $31K
|
4.17K
$550K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-258- 9.34% |
$29.5K - $31.6K
|
2.5K
$330K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-266- 8.66% |
$30.4K - $32.6K
|
2.81K
$370K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-270- 1.43% |
$30.9K - $33.1K
|
18.6K
$2.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-270- 6.55% |
$30.9K - $33.1K
|
3.86K
$508K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-285- 1.15% |
$32.6K - $34.9K
|
24.4K
$3.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-295- 2.55% |
$33.7K - $36.2K
|
11.3K
$1.49M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-295- 8.0% |
$33.7K - $36.2K
|
3.39K
$448K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-295- 8.0% |
$33.7K - $36.2K
|
3.39K
$448K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-295- 1.01% |
$33.7K - $36.2K
|
28.9K
$3.82M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-297- 1.3% |
$34K - $36.4K
|
22.5K
$2.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-299- 1.34% |
$34.2K - $36.7K
|
22K
$2.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-303- 0.81% |
$34.7K - $37.1K
|
37.2K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-310- 12.59% |
$35.5K - $38K
|
2.15K
$284K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-320- 2.59% |
$36.6K - $39.2K
|
12K
$1.59M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-326- 2.8% |
$37.3K - $40K
|
11.3K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-327- 2.32% |
$37.4K - $40.1K
|
13.8K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-328- 99.7% |
$37.5K - $40.2K
|
1
$132
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-330- 2.03% |
$37.7K - $40.5K
|
15.9K
$2.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-331- 0.5% |
$37.9K - $40.6K
|
65.5K
$8.64M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-349- 16.56% |
$39.9K - $42.8K
|
1.76K
$232K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-352- 1.2% |
$40.3K - $43.2K
|
28.9K
$3.82M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-352- 2.3% |
$40.3K - $43.2K
|
15K
$1.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-363Closed |
$41.5K - $44.5K
|
0
$0
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-365- 9.68% |
$41.7K - $44.7K
|
3.41K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-369- 5.77% |
$42.2K - $45.2K
|
6.03K
$795K
|