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 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
133+ 2.36% |
$15K - $15.9K
|
5.76K
$748K
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
127+ 2.88% |
$14.3K - $15.2K
|
4.54K
$589K
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
120+ 1.54% |
$13.5K - $14.4K
|
7.93K
$1.03M
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
108+ 0.93% |
$12.2K - $12.9K
|
11.7K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
106+ 4.63% |
$11.9K - $12.7K
|
2.4K
$311K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
100+ 4.32% |
$11.3K - $12K
|
2.42K
$313K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$11.3K - $12K
|
100
$13K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
100+ 0.31% |
$11.3K - $12K
|
32.7K
$4.24M
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
90+ 120.0% |
$10.1K - $10.8K
|
165
$21.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
81+ 3.79% |
$9.11K - $9.71K
|
2.22K
$288K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
75New |
$8.44K - $8.99K
|
75
$9.73K
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
75+ 1.53% |
$8.44K - $8.99K
|
4.99K
$648K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
73+ 0.33% |
$8.21K - $8.75K
|
22.2K
$2.89M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
67+ 0.89% |
$7.54K - $8.03K
|
7.58K
$983K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
64+ 3.19% |
$7.2K - $7.67K
|
2.07K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
63+ 0.8% |
$7.09K - $7.55K
|
7.91K
$1.03M
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
60+ 0.51% |
$6.75K - $7.19K
|
11.8K
$1.53M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
57+ 1.24% |
$6.41K - $6.83K
|
4.66K
$605K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
53+ 2.48% |
$5.96K - $6.35K
|
2.19K
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.04% |
$5.74K - $6.11K
|
4.97K
$644K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50+ 1.29% |
$5.63K - $6K
|
3.93K
$510K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
50+ 1.45% |
$5.63K - $6K
|
3.51K
$455K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
47+ 391.67% |
$5.29K - $5.64K
|
59
$7.65K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
47New |
$5.29K - $5.64K
|
47
$6.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
47+ 0.38% |
$5.29K - $5.64K
|
12.3K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
45+ 0.32% |
$5.06K - $5.4K
|
14K
$1.82M
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
45+ 0.15% |
$5.06K - $5.4K
|
29.6K
$3.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44+ 0.75% |
$4.95K - $5.28K
|
5.89K
$764K
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
44+ 0.17% |
$4.95K - $5.28K
|
26.6K
$3.45M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
42+ 0.57% |
$4.73K - $5.04K
|
7.47K
$969K
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
40+ 0.31% |
$4.5K - $4.8K
|
13.1K
$1.69M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
40+ 1.5% |
$4.5K - $4.8K
|
2.7K
$350K
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
37+ 0.72% |
$4.16K - $4.44K
|
5.14K
$667K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
35+ 0.88% |
$3.94K - $4.2K
|
4.03K
$523K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
34+ 0.63% |
$3.83K - $4.08K
|
5.45K
$707K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
33+ 0.91% |
$3.71K - $3.96K
|
3.65K
$473K
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
31+ 0.35% |
$3.49K - $3.72K
|
8.84K
$1.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30+ 0.7% |
$3.38K - $3.6K
|
4.31K
$559K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
28+ 0.05% |
$3.15K - $3.36K
|
52.4K
$6.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 1.21% |
$2.81K - $3K
|
2.1K
$272K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
22+ 0.72% |
$2.48K - $2.64K
|
3.1K
$402K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
22+ 0.21% |
$2.48K - $2.64K
|
10.3K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
21+ 0.11% |
$2.36K - $2.52K
|
19.8K
$2.57M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
20+ 0.24% |
$2.25K - $2.4K
|
8.41K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 0.57% |
$2.25K - $2.4K
|
3.53K
$457K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
19+ 0.05% |
$2.14K - $2.28K
|
36.7K
$4.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.05% |
$1.69K - $1.8K
|
30.9K
$4.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
15+ 0.06% |
$1.69K - $1.8K
|
23.6K
$3.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
14+ 0.2% |
$1.58K - $1.68K
|
7.03K
$912K
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
14+ 0.02% |
$1.58K - $1.68K
|
65K
$8.43M
|