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
|
Lincoln National Corp
|
SELL
|
- |
-562- 6.38% |
$63.2K - $67.4K
|
8.25K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-571- 1.92% |
$64.3K - $68.5K
|
29.2K
$3.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-572- 27.3% |
$64.4K - $68.6K
|
1.52K
$198K
|
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-580Closed |
$65.3K - $69.5K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-585- 12.35% |
$65.8K - $70.1K
|
4.15K
$538K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-586- 4.12% |
$65.9K - $70.3K
|
13.6K
$1.77M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-598- 9.93% |
$67.3K - $71.7K
|
5.43K
$704K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-602- 4.83% |
$67.7K - $72.2K
|
11.9K
$1.54M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-608- 3.98% |
$68.4K - $72.9K
|
14.7K
$1.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-617- 2.06% |
$69.4K - $74K
|
29.3K
$3.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-637- 76.38% |
$71.7K - $76.4K
|
197
$25.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-646- 1.99% |
$72.7K - $77.5K
|
31.8K
$4.12M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
SELL
|
- |
-649- 1.54% |
$73K - $77.8K
|
41.6K
$5.4M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-650- 2.54% |
$73.1K - $77.9K
|
24.9K
$3.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-663- 26.23% |
$74.6K - $79.5K
|
1.87K
$242K
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-671- 13.39% |
$75.5K - $80.5K
|
4.34K
$563K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-675- 33.14% |
$76K - $80.9K
|
1.36K
$177K
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-679- 29.05% |
$76.4K - $81.4K
|
1.66K
$215K
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-682- 4.74% |
$76.7K - $81.8K
|
13.7K
$1.78M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-706- 1.15% |
$79.4K - $84.6K
|
60.4K
$7.84M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-709- 0.27% |
$79.8K - $85K
|
264K
$34.2M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-717- 3.05% |
$80.7K - $86K
|
22.8K
$2.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-720- 2.39% |
$81K - $86.3K
|
29.4K
$3.81M
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-728Closed |
$81.9K - $87.3K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-750- 0.68% |
$84.4K - $89.9K
|
109K
$14.1M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-751- 29.14% |
$84.5K - $90K
|
1.83K
$237K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-757- 7.12% |
$85.2K - $90.8K
|
9.88K
$1.28M
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-799- 0.35% |
$89.9K - $95.8K
|
228K
$29.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-800- 1.45% |
$90K - $95.9K
|
54.4K
$7.06M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-803- 2.36% |
$90.4K - $96.3K
|
33.2K
$4.31M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-816- 23.18% |
$91.8K - $97.8K
|
2.7K
$351K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-825- 7.4% |
$92.8K - $98.9K
|
10.3K
$1.34M
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-830Closed |
$93.4K - $99.5K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-831- 14.64% |
$93.5K - $99.6K
|
4.85K
$629K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-847- 1.05% |
$95.3K - $102K
|
79.6K
$10.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-856- 8.84% |
$96.3K - $103K
|
8.83K
$1.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-888- 11.65% |
$99.9K - $106K
|
6.73K
$873K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-892- 29.58% |
$100K - $107K
|
2.12K
$275K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-900- 6.3% |
$101K - $108K
|
13.4K
$1.74M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-900Closed |
$101K - $108K
|
0
$0
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-994- 4.33% |
$112K - $119K
|
22K
$2.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.03K- 1.21% |
$116K - $123K
|
83.6K
$10.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.05K- 1.16% |
$118K - $126K
|
89.1K
$11.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.06K- 3.8% |
$119K - $126K
|
26.7K
$3.47M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.06K- 12.88% |
$120K - $127K
|
7.19K
$932K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 21.31% |
$122K - $130K
|
4.01K
$520K
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 8.09% |
$123K - $131K
|
12.4K
$1.61M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.11K- 38.28% |
$125K - $134K
|
1.8K
$233K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.14K- 2.51% |
$129K - $137K
|
44.3K
$5.74M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.15K- 6.03% |
$130K - $138K
|
18K
$2.33M
|