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
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.87KNew |
$210K - $224K
|
1.87K
$242K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 38.85% |
$201K - $215K
|
6.4K
$830K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.77K+ 11.93% |
$199K - $212K
|
16.6K
$2.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.76K+ 4.93% |
$199K - $212K
|
37.5K
$4.87M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.72K+ 4.46% |
$193K - $206K
|
40.3K
$5.23M
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.7K+ 0.99% |
$191K - $204K
|
173K
$22.4M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.67K+ 4.33% |
$188K - $200K
|
40.2K
$5.21M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 3.66% |
$186K - $198K
|
46.7K
$6.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.63K+ 5.73% |
$183K - $195K
|
30.1K
$3.9M
|
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.63K+ 5.08% |
$183K - $195K
|
33.6K
$4.36M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.61K+ 36.1% |
$181K - $193K
|
6.07K
$788K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.61K+ 42.84% |
$181K - $193K
|
5.36K
$695K
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.61K+ 11.25% |
$181K - $193K
|
15.9K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.6KNew |
$180K - $192K
|
1.6K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.6K+ 73.98% |
$180K - $192K
|
3.76K
$487K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.6K+ 17.64% |
$180K - $191K
|
10.7K
$1.38M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.58K+ 55.34% |
$177K - $189K
|
4.42K
$573K
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 5.72% |
$176K - $187K
|
28.9K
$3.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.5K+ 40.93% |
$169K - $180K
|
5.17K
$670K
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
BUY
|
- |
1.48K+ 6.38% |
$167K - $178K
|
24.7K
$3.21M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.48K+ 0.7% |
$166K - $177K
|
214K
$27.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.47K+ 3.78% |
$166K - $176K
|
40.4K
$5.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.45K+ 9.91% |
$163K - $174K
|
16.1K
$2.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.44K+ 72.45% |
$162K - $173K
|
3.44K
$446K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.43K+ 79.72% |
$161K - $172K
|
3.23K
$418K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
1.42K+ 0.4% |
$160K - $170K
|
360K
$46.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.4KNew |
$157K - $167K
|
1.4K
$181K
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
1.36K+ 124.23% |
$153K - $164K
|
2.46K
$319K
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.35K+ 2.07% |
$152K - $162K
|
66.8K
$8.66M
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
1.35K+ 11.25% |
$152K - $162K
|
13.3K
$1.73M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.33K+ 2.18% |
$150K - $159K
|
62.2K
$8.07M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.21K+ 4.91% |
$136K - $145K
|
25.9K
$3.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.2K+ 10.66% |
$135K - $144K
|
12.5K
$1.62M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 19.97% |
$131K - $140K
|
6.99K
$907K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.11KNew |
$125K - $133K
|
1.11K
$144K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.08K+ 6.44% |
$122K - $130K
|
17.9K
$2.32M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.06K+ 32.74% |
$119K - $127K
|
4.29K
$556K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.04K+ 7.3% |
$117K - $124K
|
15.3K
$1.98M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 58.71% |
$117K - $124K
|
2.81K
$364K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.03K+ 50.0% |
$116K - $123K
|
3.09K
$400K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.03K+ 3.19% |
$116K - $123K
|
33.3K
$4.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1K+ 9.8% |
$113K - $120K
|
11.2K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 66.67% |
$113K - $120K
|
2.5K
$324K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
1K+ 19.03% |
$113K - $120K
|
6.26K
$811K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
995+ 36.92% |
$112K - $119K
|
3.69K
$479K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
981+ 8.55% |
$110K - $118K
|
12.5K
$1.62M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
967+ 1.45% |
$109K - $116K
|
67.7K
$8.78M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
963+ 41.74% |
$108K - $115K
|
3.27K
$424K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
954+ 46.56% |
$107K - $114K
|
3K
$389K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
918+ 5.37% |
$103K - $110K
|
18K
$2.33M
|