Purchases and Sales Made in Q3 2021 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-110- 2.57% |
$12.4K - $13.2K
|
4.17K
$541K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-114- 0.6% |
$12.8K - $13.7K
|
18.9K
$2.45M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-115Closed |
$12.9K - $13.8K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-115- 0.6% |
$12.9K - $13.8K
|
18.9K
$2.45M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-117- 1.36% |
$13.2K - $14K
|
8.5K
$1.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-124- 1.69% |
$14K - $14.9K
|
7.2K
$934K
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-125- 3.6% |
$14.1K - $15K
|
3.34K
$434K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-125- 0.97% |
$14.1K - $15K
|
12.8K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-126- 33.16% |
$14.2K - $15.1K
|
254
$32.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-128- 3.17% |
$14.4K - $15.3K
|
3.91K
$507K
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
SELL
|
- |
-129- 0.68% |
$14.5K - $15.5K
|
18.9K
$2.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-130- 0.15% |
$14.6K - $15.6K
|
86.8K
$11.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-130- 2.28% |
$14.6K - $15.6K
|
5.56K
$722K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-132- 0.06% |
$14.9K - $15.8K
|
203K
$26.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-133- 1.23% |
$15K - $15.9K
|
10.7K
$1.39M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-138- 3.36% |
$15.5K - $16.5K
|
3.97K
$515K
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-139- 6.5% |
$15.6K - $16.7K
|
2K
$259K
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-140- 5.85% |
$15.8K - $16.8K
|
2.25K
$292K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-150- 2.22% |
$16.9K - $18K
|
6.62K
$859K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-154- 0.59% |
$17.3K - $18.5K
|
26K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-155Closed |
$17.4K - $18.6K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-159- 2.56% |
$17.9K - $19.1K
|
6.06K
$786K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-162- 5.17% |
$18.2K - $19.4K
|
2.97K
$385K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-163- 6.47% |
$18.3K - $19.5K
|
2.36K
$306K
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-164- 1.1% |
$18.5K - $19.7K
|
14.8K
$1.91M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-166- 17.18% |
$18.7K - $19.9K
|
800
$104K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-170- 1.7% |
$19.1K - $20.4K
|
9.83K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-170- 4.33% |
$19.1K - $20.4K
|
3.76K
$487K
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-178- 6.62% |
$20K - $21.3K
|
2.51K
$326K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-180Closed |
$20.3K - $21.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-184- 0.86% |
$20.7K - $22.1K
|
21.3K
$2.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-188- 7.9% |
$21.2K - $22.5K
|
2.19K
$284K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-193- 7.27% |
$21.7K - $23.1K
|
2.46K
$319K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-198- 0.62% |
$22.3K - $23.7K
|
31.9K
$4.14M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-198- 1.85% |
$22.3K - $23.7K
|
10.5K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-198- 3.83% |
$22.3K - $23.7K
|
4.97K
$644K
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-199- 9.32% |
$22.4K - $23.9K
|
1.94K
$251K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-200- 1.67% |
$22.5K - $24K
|
11.7K
$1.52M
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-200- 5.0% |
$22.5K - $24K
|
3.8K
$493K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-200- 55.56% |
$22.5K - $24K
|
160
$20.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 1.68% |
$22.5K - $24K
|
11.7K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-209- 0.84% |
$23.5K - $25.1K
|
24.6K
$3.19M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-212- 88.33% |
$23.9K - $25.4K
|
28
$3.63K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-213- 4.25% |
$24K - $25.5K
|
4.8K
$623K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-220- 9.32% |
$24.8K - $26.4K
|
2.14K
$278K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-223- 9.09% |
$25.1K - $26.7K
|
2.23K
$289K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-223- 2.66% |
$25.1K - $26.7K
|
8.17K
$1.06M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-224- 4.25% |
$25.2K - $26.9K
|
5.05K
$654K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-225- 5.17% |
$25.3K - $27K
|
4.13K
$535K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-226- 1.14% |
$25.4K - $27.1K
|
19.6K
$2.55M
|