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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.75K+ 2.11% |
$421K - $449K
|
181K
$23.8M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.65KNew |
$411K - $438K
|
3.65K
$479K
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.56K+ 99.22% |
$400K - $427K
|
7.15K
$939K
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.55KNew |
$399K - $426K
|
3.55K
$466K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.55K+ 2.42% |
$399K - $425K
|
150K
$19.7M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.54KNew |
$399K - $425K
|
3.54K
$465K
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
3.51K+ 98.87% |
$395K - $421K
|
7.06K
$928K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
3.47K+ 24.84% |
$391K - $416K
|
17.5K
$2.29M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.41K+ 44.97% |
$384K - $409K
|
11K
$1.44M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.23KNew |
$364K - $388K
|
3.23K
$425K
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.18K+ 158.64% |
$358K - $382K
|
5.19K
$682K
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.17K+ 65.22% |
$356K - $380K
|
8.02K
$1.05M
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
3.04K+ 4.64% |
$342K - $364K
|
68.6K
$9.01M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.04K+ 1.24% |
$342K - $364K
|
248K
$32.6M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.93K+ 14.17% |
$329K - $351K
|
23.6K
$3.1M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.85K+ 463.58% |
$321K - $342K
|
3.47K
$455K
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.83KNew |
$319K - $340K
|
2.83K
$372K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.8K+ 5.19% |
$315K - $336K
|
56.8K
$7.46M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.79KNew |
$314K - $335K
|
2.79K
$367K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.77K+ 12.42% |
$312K - $332K
|
25.1K
$3.29M
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.75K+ 2.31% |
$309K - $330K
|
122K
$16M
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.73K+ 1.39% |
$307K - $327K
|
199K
$26.2M
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
2.66K+ 1.4% |
$299K - $318K
|
193K
$25.4M
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.54KNew |
$286K - $305K
|
2.54K
$334K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.53K+ 0.44% |
$284K - $303K
|
577K
$75.8M
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.51K+ 3.15% |
$282K - $301K
|
82.2K
$10.8M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.49K+ 75.54% |
$280K - $299K
|
5.79K
$761K
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
2.47K+ 6.79% |
$278K - $297K
|
38.9K
$5.11M
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
2.44K+ 6.05% |
$274K - $292K
|
42.8K
$5.62M
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 66.66% |
$270K - $288K
|
6K
$789K
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.37K+ 89.62% |
$266K - $284K
|
5.01K
$658K
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.33KNew |
$262K - $279K
|
2.33K
$306K
|
|
Nov 04, 2021
Q3 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.33KNew |
$262K - $279K
|
2.33K
$306K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.32K+ 9.62% |
$261K - $278K
|
26.4K
$3.47M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.25K+ 5.61% |
$253K - $269K
|
42.3K
$5.55M
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
2.21KNew |
$249K - $265K
|
2.21K
$291K
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.13KNew |
$240K - $256K
|
2.13K
$280K
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.11K+ 77.72% |
$238K - $253K
|
4.83K
$634K
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.11KNew |
$237K - $253K
|
2.11K
$277K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.08K+ 15.65% |
$233K - $249K
|
15.3K
$2.01M
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
2.06K+ 60.33% |
$231K - $247K
|
5.46K
$718K
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.02K+ 773.56% |
$227K - $242K
|
2.28K
$300K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.97K+ 2.32% |
$222K - $236K
|
86.8K
$11.4M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.94K+ 5.29% |
$219K - $233K
|
38.7K
$5.08M
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.94KNew |
$218K - $233K
|
1.94K
$255K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.93KNew |
$218K - $232K
|
1.93K
$254K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.92K+ 23.38% |
$216K - $230K
|
10.1K
$1.33M
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.91KNew |
$214K - $228K
|
1.91K
$250K
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.9KNew |
$214K - $228K
|
1.9K
$250K
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.88KNew |
$211K - $225K
|
1.88K
$246K
|