Purchases and Sales Made in Q4 2021 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
52+ 0.9% |
$5.95K - $6.37K
|
5.82K
$805K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
51+ 31.87% |
$5.83K - $6.25K
|
211
$29.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
50+ 1.85% |
$5.72K - $6.13K
|
2.75K
$381K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
47+ 0.52% |
$5.38K - $5.76K
|
9.07K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
46+ 0.16% |
$5.26K - $5.64K
|
29.5K
$4.07M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
46+ 0.19% |
$5.26K - $5.64K
|
24.6K
$3.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
45+ 0.84% |
$5.15K - $5.52K
|
5.4K
$747K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
43New |
$4.92K - $5.27K
|
43
$5.95K
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
42+ 0.11% |
$4.8K - $5.15K
|
36.8K
$5.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
40+ 1.25% |
$4.57K - $4.9K
|
3.24K
$448K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40+ 0.59% |
$4.57K - $4.9K
|
6.77K
$937K
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
40+ 0.37% |
$4.57K - $4.9K
|
10.7K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
40+ 0.61% |
$4.57K - $4.9K
|
6.64K
$918K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
39+ 0.44% |
$4.46K - $4.78K
|
8.88K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
37+ 0.53% |
$4.23K - $4.54K
|
7.05K
$975K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
36+ 1.56% |
$4.12K - $4.41K
|
2.34K
$323K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
34+ 1.55% |
$3.89K - $4.17K
|
2.22K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
33+ 0.22% |
$3.77K - $4.05K
|
15.2K
$2.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
32+ 1.67% |
$3.66K - $3.92K
|
1.95K
$269K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
32+ 1.07% |
$3.66K - $3.92K
|
3.02K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
29+ 0.72% |
$3.32K - $3.56K
|
4.06K
$562K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.2% |
$3.32K - $3.56K
|
14.3K
$1.97M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
28+ 0.6% |
$3.2K - $3.43K
|
4.72K
$653K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
28+ 0.83% |
$3.2K - $3.43K
|
3.39K
$469K
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28+ 0.5% |
$3.2K - $3.43K
|
5.59K
$773K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
27+ 1.63% |
$3.09K - $3.31K
|
1.69K
$233K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.76% |
$2.86K - $3.06K
|
3.31K
$458K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
25+ 1.12% |
$2.86K - $3.06K
|
2.25K
$312K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
25+ 0.21% |
$2.86K - $3.06K
|
11.8K
$1.63M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
23+ 0.46% |
$2.63K - $2.82K
|
4.99K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.44% |
$2.52K - $2.7K
|
4.99K
$690K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
22+ 0.14% |
$2.52K - $2.7K
|
15.6K
$2.16M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.16% |
$2.29K - $2.45K
|
12.4K
$1.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
19+ 0.22% |
$2.17K - $2.33K
|
8.82K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
18+ 0.95% |
$2.06K - $2.21K
|
1.91K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
17+ 0.91% |
$1.94K - $2.08K
|
1.89K
$261K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
16+ 0.44% |
$1.83K - $1.96K
|
3.66K
$506K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
16+ 0.18% |
$1.83K - $1.96K
|
8.85K
$1.22M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
16+ 1.6% |
$1.83K - $1.96K
|
1.02K
$141K
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
15+ 0.07% |
$1.72K - $1.84K
|
21.3K
$2.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15+ 0.71% |
$1.72K - $1.84K
|
2.12K
$294K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.18% |
$1.72K - $1.84K
|
8.42K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
14+ 0.56% |
$1.6K - $1.72K
|
2.52K
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 0.4% |
$1.6K - $1.72K
|
3.54K
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.59% |
$1.49K - $1.59K
|
2.2K
$305K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
13+ 0.41% |
$1.49K - $1.59K
|
3.22K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
13+ 0.46% |
$1.49K - $1.59K
|
2.82K
$391K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
13+ 0.35% |
$1.49K - $1.59K
|
3.68K
$509K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
12+ 0.02% |
$1.37K - $1.47K
|
65K
$8.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$1.37K - $1.47K
|
3.78K
$523K
|