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 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 26.02% |
$1.23M - $1.31M
|
53K
$6.87M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
10.6K+ 60.91% |
$1.19M - $1.27M
|
27.9K
$3.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.5K+ 202.1% |
$1.18M - $1.26M
|
15.7K
$2.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.2KNew |
$1.15M - $1.22M
|
10.2K
$1.32M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.74K+ 11.52% |
$1.1M - $1.17M
|
94.3K
$12.2M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.54K+ 47.09% |
$1.07M - $1.14M
|
29.8K
$3.87M
|
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
9.15KNew |
$1.03M - $1.1M
|
9.15K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.83K+ 33.85% |
$993K - $1.06M
|
34.9K
$4.53M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.82K+ 49.8% |
$993K - $1.06M
|
26.5K
$3.44M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.7K+ 1.49% |
$979K - $1.04M
|
591K
$76.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8.35K+ 60.04% |
$939K - $1M
|
22.3K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.91K+ 5.29% |
$891K - $949K
|
158K
$20.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.83K+ 6.45% |
$881K - $939K
|
129K
$16.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.77K+ 8.47% |
$875K - $932K
|
99.6K
$12.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
7.62KNew |
$857K - $914K
|
7.62K
$988K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.37K+ 195.41% |
$829K - $884K
|
11.1K
$1.45M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.37KNew |
$829K - $883K
|
7.37K
$955K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.9K+ 13.38% |
$776K - $827K
|
58.5K
$7.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.89K+ 11.59% |
$775K - $826K
|
66.3K
$8.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
6.62K+ 93.53% |
$745K - $794K
|
13.7K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.61KNew |
$744K - $793K
|
6.61K
$858K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.59K+ 14.95% |
$741K - $790K
|
50.6K
$6.57M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.47K+ 25.33% |
$728K - $776K
|
32K
$4.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.29K+ 3.06% |
$708K - $755K
|
212K
$27.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.9K+ 15.3% |
$664K - $708K
|
44.5K
$5.77M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
5.85K+ 2.02% |
$658K - $701K
|
295K
$38.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.78K+ 14.82% |
$651K - $693K
|
44.8K
$5.81M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.71K+ 1.84% |
$642K - $684K
|
317K
$41.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
5.65K+ 17.74% |
$636K - $677K
|
37.5K
$4.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.49K+ 188.4% |
$618K - $658K
|
8.4K
$1.09M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.23K+ 9.27% |
$588K - $627K
|
61.6K
$7.99M
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
BUY
|
- |
5.2KNew |
$585K - $623K
|
5.2K
$674K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.17K+ 6.66% |
$581K - $619K
|
82.7K
$10.7M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
4.98KNew |
$560K - $597K
|
4.98K
$646K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.83K+ 7.6% |
$543K - $579K
|
68.3K
$8.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.71KNew |
$530K - $565K
|
4.71K
$611K
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.53K+ 9.12% |
$509K - $543K
|
54.2K
$7.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.42K+ 250.85% |
$497K - $530K
|
6.18K
$802K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.18KNew |
$471K - $502K
|
4.18K
$543K
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.06KNew |
$456K - $486K
|
4.06K
$526K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4KNew |
$450K - $479K
|
4K
$518K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.92K+ 1.54% |
$441K - $470K
|
259K
$33.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.9KNew |
$439K - $468K
|
3.9K
$506K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
3.88K+ 34.45% |
$437K - $466K
|
15.2K
$1.97M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
3.87K+ 2.99% |
$435K - $464K
|
133K
$17.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.82K+ 5.58% |
$430K - $458K
|
72.3K
$9.37M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.81KNew |
$428K - $456K
|
3.81K
$494K
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
3.8K+ 7.67% |
$428K - $456K
|
53.4K
$6.92M
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
3.77K+ 9.0% |
$424K - $452K
|
45.6K
$5.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.75K+ 1.33% |
$422K - $449K
|
286K
$37.1M
|