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 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
364+ 0.92% |
$41.6K - $44.6K
|
40K
$5.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
350+ 37.15% |
$40K - $42.9K
|
1.29K
$170K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
349+ 4.24% |
$39.9K - $42.8K
|
8.57K
$1.13M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
349+ 4.24% |
$39.9K - $42.8K
|
8.57K
$1.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
348+ 15.43% |
$39.8K - $42.7K
|
2.6K
$344K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
345+ 3.08% |
$39.5K - $42.3K
|
11.5K
$1.52M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
345+ 2.93% |
$39.5K - $42.3K
|
12.1K
$1.6M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
344New |
$39.3K - $42.2K
|
344
$45.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
339+ 2.89% |
$38.8K - $41.6K
|
12.1K
$1.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
336+ 1.63% |
$38.4K - $41.2K
|
21K
$2.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
328+ 2.88% |
$37.5K - $40.2K
|
11.7K
$1.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
327+ 5.66% |
$37.4K - $40.1K
|
6.11K
$806K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
323New |
$36.9K - $39.6K
|
323
$42.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
316+ 1.04% |
$36.1K - $38.7K
|
30.7K
$4.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
315+ 4.32% |
$36K - $38.6K
|
7.61K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
314New |
$35.9K - $38.5K
|
314
$41.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
310+ 8.25% |
$35.5K - $38K
|
4.07K
$537K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
300New |
$34.3K - $36.8K
|
300
$39.6K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
299+ 1.81% |
$34.2K - $36.7K
|
16.9K
$2.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
297+ 1.18% |
$34K - $36.4K
|
25.5K
$3.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
285New |
$32.6K - $34.9K
|
285
$37.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
283+ 0.77% |
$32.4K - $34.7K
|
37K
$4.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
281+ 15.08% |
$32.1K - $34.4K
|
2.14K
$283K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
273+ 5.5% |
$31.2K - $33.5K
|
5.24K
$691K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
273New |
$31.2K - $33.5K
|
273
$36K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
261New |
$29.9K - $32K
|
261
$34.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
260+ 9.27% |
$29.7K - $31.9K
|
3.07K
$405K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
252+ 2.37% |
$28.8K - $30.9K
|
10.9K
$1.44M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$28.6K - $30.6K
|
250
$33K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
250New |
$28.6K - $30.6K
|
250
$33K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
238New |
$27.2K - $29.2K
|
238
$31.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
229+ 0.71% |
$26.2K - $28.1K
|
32.7K
$4.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
221+ 11.85% |
$25.3K - $27.1K
|
2.09K
$275K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
220+ 0.74% |
$25.2K - $27K
|
29.8K
$3.93M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
220+ 4.72% |
$25.2K - $27K
|
4.88K
$644K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
214+ 2.97% |
$24.5K - $26.2K
|
7.41K
$978K
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
213+ 7.98% |
$24.4K - $26.1K
|
2.88K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
210+ 4.16% |
$24K - $25.7K
|
5.26K
$693K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
208+ 3.9% |
$23.8K - $25.5K
|
5.54K
$731K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
206+ 4.24% |
$23.6K - $25.3K
|
5.07K
$668K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
205+ 1.83% |
$23.4K - $25.1K
|
11.4K
$1.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
200+ 2.52% |
$22.9K - $24.5K
|
8.13K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
200+ 1.05% |
$22.9K - $24.5K
|
19.2K
$2.54M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
200+ 1.46% |
$22.9K - $24.5K
|
13.9K
$1.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
194+ 1.08% |
$22.2K - $23.8K
|
18.1K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
185New |
$21.2K - $22.7K
|
185
$24.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
180+ 1.45% |
$20.6K - $22.1K
|
12.6K
$1.67M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
180+ 65.69% |
$20.6K - $22.1K
|
454
$59.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175+ 4.61% |
$20K - $21.5K
|
3.97K
$524K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
170+ 0.9% |
$19.4K - $20.8K
|
19K
$2.51M
|