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 02, 2021
Q3 2021
|
Florin Court Capital LLP
|
SELL
|
- |
-12.9K- 70.49% |
$1.45M - $1.55M
|
5.4K
$700K
|
|
|
Oct 14, 2021
Q3 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-13K- 2.02% |
$1.47M - $1.56M
|
633K
$82.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-13K- 56.03% |
$1.47M - $1.56M
|
10.2K
$1.33M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.5K- 45.64% |
$1.52M - $1.62M
|
16.1K
$2.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-14.1KClosed |
$1.58M - $1.69M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.5K- 66.43% |
$1.63M - $1.74M
|
7.33K
$951K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-16.2K- 51.69% |
$1.82M - $1.94M
|
15.1K
$1.96M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.3K- 28.72% |
$1.83M - $1.95M
|
40.4K
$5.24M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16.6KClosed |
$1.87M - $1.99M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19.1KClosed |
$2.15M - $2.29M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-20.6K- 80.67% |
$2.32M - $2.47M
|
4.93K
$640K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.9K- 1.79% |
$2.47M - $2.63M
|
1.2M
$156M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.3K- 8.16% |
$2.51M - $2.68M
|
252K
$32.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-22.6K- 1.53% |
$2.54M - $2.71M
|
1.45M
$188M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-22.8KClosed |
$2.56M - $2.73M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-23.8KClosed |
$2.67M - $2.85M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26.3K- 4.44% |
$2.96M - $3.15M
|
566K
$73.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-26.8K- 42.34% |
$3.02M - $3.22M
|
36.5K
$4.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.7K- 4.55% |
$3.12M - $3.32M
|
581K
$75.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
SELL
|
- |
-29.4KClosed |
$3.31M - $3.52M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-30.5KClosed |
$3.43M - $3.65M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-31.9K- 15.79% |
$3.6M - $3.83M
|
170K
$22.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-32.3KClosed |
$3.63M - $3.87M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33.7K- 22.48% |
$3.79M - $4.04M
|
116K
$15.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-38.5K- 3.54% |
$4.33M - $4.61M
|
1.05M
$136M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-40.7KClosed |
$4.58M - $4.88M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-42.4K- 93.01% |
$4.78M - $5.09M
|
3.19K
$414K
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-42.4KClosed |
$4.78M - $5.09M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42.7K- 27.53% |
$4.81M - $5.13M
|
113K
$14.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-43.8K- 88.91% |
$4.93M - $5.25M
|
5.47K
$709K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.1K- 92.5% |
$5.64M - $6.01M
|
4.06K
$527K
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-54.1KClosed |
$6.09M - $6.49M
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-71.2K- 82.29% |
$8.01M - $8.54M
|
15.3K
$1.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-74.5K- 95.36% |
$8.38M - $8.93M
|
3.62K
$470K
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-85.2K- 74.03% |
$9.59M - $10.2M
|
29.9K
$3.88M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-93.7K- 26.68% |
$10.5M - $11.2M
|
258K
$33.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-96.6K- 1.85% |
$10.9M - $11.6M
|
5.12M
$663M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-103K- 52.03% |
$11.5M - $12.3M
|
94.5K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-107K- 75.36% |
$12.1M - $12.9M
|
35.1K
$4.55M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-121K- 92.42% |
$13.6M - $14.5M
|
9.89K
$1.28M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-123KClosed |
$13.8M - $14.7M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-125K- 99.0% |
$14.1M - $15M
|
1.26K
$163K
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-214K- 88.87% |
$24M - $25.6M
|
26.8K
$3.47M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-214K- 34.76% |
$24.1M - $25.6M
|
401K
$52M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-398K- 18.58% |
$44.8M - $47.7M
|
1.74M
$226M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-781K- 99.5% |
$87.8M - $93.6M
|
3.95K
$512K
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-925KClosed |
$104M - $111M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.18MClosed |
$245M - $261M
|
0
$0
|