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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
397New |
$44.7K - $47.6K
|
397
$51.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
378+ 3.06% |
$42.5K - $45.3K
|
12.7K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
365+ 16.51% |
$41.1K - $43.8K
|
2.58K
$334K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
360+ 15.24% |
$40.5K - $43.2K
|
2.72K
$353K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
356+ 2.94% |
$40.1K - $42.7K
|
12.5K
$1.62M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
354+ 6.66% |
$39.8K - $42.4K
|
5.67K
$735K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
348+ 1.26% |
$39.2K - $41.7K
|
27.9K
$3.62M
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
347+ 19.89% |
$39K - $41.6K
|
2.09K
$271K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
345+ 5.49% |
$38.8K - $41.4K
|
6.63K
$860K
|
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
337+ 2.0% |
$37.9K - $40.4K
|
17.2K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
321+ 3.93% |
$36.1K - $38.5K
|
8.49K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
316New |
$35.6K - $37.9K
|
316
$41K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
312+ 1.28% |
$35.1K - $37.4K
|
24.7K
$3.21M
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
300+ 7.14% |
$33.8K - $36K
|
4.5K
$584K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
295+ 1.75% |
$33.2K - $35.4K
|
17.2K
$2.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
289+ 5.6% |
$32.5K - $34.7K
|
5.45K
$707K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
285+ 0.89% |
$32.1K - $34.2K
|
32.5K
$4.21M
|
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
266+ 12.35% |
$29.9K - $31.9K
|
2.42K
$314K
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
265+ 2.69% |
$29.8K - $31.8K
|
10.1K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
254+ 12.4% |
$28.6K - $30.5K
|
2.3K
$299K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
251+ 5.32% |
$28.2K - $30.1K
|
4.97K
$644K
|
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
BUY
|
- |
250+ 1.06% |
$28.1K - $30K
|
23.9K
$3.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
250New |
$28.1K - $30K
|
250
$32.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
250+ 3.33% |
$28.1K - $30K
|
7.76K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
229+ 0.87% |
$25.8K - $27.5K
|
26.5K
$3.44M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
229+ 2.13% |
$25.8K - $27.5K
|
11K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
227+ 1.23% |
$25.5K - $27.2K
|
18.7K
$2.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
212+ 0.51% |
$23.9K - $25.4K
|
41.6K
$5.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
212+ 757.14% |
$23.9K - $25.4K
|
240
$31.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
205+ 10.92% |
$23.1K - $24.6K
|
2.08K
$270K
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
204+ 0.31% |
$23K - $24.5K
|
66.7K
$8.66M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
188+ 25.37% |
$21.2K - $22.5K
|
929
$120K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
186+ 2.77% |
$20.9K - $22.3K
|
6.89K
$894K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
185+ 8.57% |
$20.8K - $22.2K
|
2.34K
$304K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
181+ 0.63% |
$20.4K - $21.7K
|
28.9K
$3.75M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
180+ 3.99% |
$20.3K - $21.6K
|
4.69K
$609K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
176+ 0.15% |
$19.8K - $21.1K
|
120K
$15.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
170+ 2.13% |
$19.1K - $20.4K
|
8.16K
$1.06M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
164+ 1.85% |
$18.5K - $19.7K
|
9.02K
$1.17M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
150+ 0.37% |
$16.9K - $18K
|
40.7K
$5.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
150New |
$16.9K - $18K
|
150
$19.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
149+ 1.78% |
$16.8K - $17.9K
|
8.51K
$1.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
145+ 0.43% |
$16.3K - $17.4K
|
34K
$4.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
143New |
$16.1K - $17.1K
|
143
$18.5K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
140New |
$15.8K - $16.8K
|
140
$18.2K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
140+ 0.92% |
$15.8K - $16.8K
|
15.3K
$1.99M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135+ 2.39% |
$15.2K - $16.2K
|
5.8K
$752K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135+ 2.39% |
$15.2K - $16.2K
|
5.8K
$752K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
135+ 1.2% |
$15.2K - $16.2K
|
11.4K
$1.48M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
133+ 28.36% |
$15K - $15.9K
|
602
$78.1K
|