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 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.63KNew |
$300K - $322K
|
2.63K
$347K
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.61K+ 43.04% |
$299K - $320K
|
8.69K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.59K+ 3.87% |
$296K - $317K
|
69.4K
$9.16M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.59KNew |
$296K - $317K
|
2.59K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.58KNew |
$295K - $317K
|
2.58K
$341K
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
2.55KNew |
$291K - $312K
|
2.55K
$336K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
2.53KNew |
$290K - $310K
|
2.53K
$334K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.51KNew |
$287K - $308K
|
2.51K
$331K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
2.5KNew |
$286K - $307K
|
2.5K
$330K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.48K+ 13.87% |
$284K - $304K
|
20.4K
$2.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.47KNew |
$283K - $303K
|
2.47K
$326K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.45KNew |
$280K - $300K
|
2.45K
$323K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2.44KNew |
$279K - $299K
|
2.44K
$322K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$274K - $293K
|
2.39K
$316K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.37KNew |
$271K - $290K
|
2.37K
$313K
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
BUY
|
- |
2.35KNew |
$268K - $288K
|
2.35K
$310K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
2.32K+ 23.05% |
$265K - $284K
|
12.4K
$1.63M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
2.31K+ 77.35% |
$264K - $283K
|
5.3K
$699K
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.28K+ 17.04% |
$261K - $279K
|
15.7K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
2.26KNew |
$258K - $277K
|
2.26K
$298K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.26KNew |
$258K - $277K
|
2.26K
$298K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
2.26KNew |
$258K - $276K
|
2.26K
$298K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.17KNew |
$248K - $265K
|
2.17K
$286K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.15KNew |
$246K - $264K
|
2.15K
$284K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.15KNew |
$246K - $264K
|
2.15K
$284K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
2.15K+ 39.28% |
$245K - $263K
|
7.61K
$1M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.14KNew |
$245K - $262K
|
2.14K
$282K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.14KNew |
$245K - $262K
|
2.14K
$282K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
2.13K+ 5.47% |
$243K - $261K
|
41K
$5.41M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.12KNew |
$243K - $260K
|
2.12K
$280K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
2.11K+ 62.96% |
$241K - $258K
|
5.45K
$719K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.05KNew |
$235K - $252K
|
2.05K
$271K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
2.05KNew |
$235K - $252K
|
2.05K
$271K
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
2.05KNew |
$235K - $252K
|
2.05K
$271K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
2.01KNew |
$229K - $246K
|
2.01K
$265K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2K+ 19.63% |
$229K - $245K
|
12.2K
$1.61M
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$229K - $245K
|
2K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2KNew |
$229K - $245K
|
2K
$264K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
1.98KNew |
$227K - $243K
|
1.98K
$262K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.94KNew |
$222K - $238K
|
1.94K
$256K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.94K+ 6.96% |
$221K - $237K
|
29.8K
$3.93M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.92K+ 5.26% |
$220K - $236K
|
38.5K
$5.08M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.92K+ 25.54% |
$220K - $235K
|
9.44K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
1.89KNew |
$216K - $232K
|
1.89K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.88KNew |
$215K - $230K
|
1.88K
$248K
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.88K+ 4.19% |
$215K - $230K
|
46.7K
$6.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.85K+ 18.24% |
$211K - $226K
|
12K
$1.58M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
1.84K+ 25.64% |
$211K - $226K
|
9.02K
$1.19M
|
|
|
Jun 28, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.82K+ 5.25% |
$209K - $224K
|
36.6K
$4.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.82KNew |
$208K - $223K
|
1.82K
$240K
|