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 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-393- 12.33% |
$44.9K - $48.2K
|
2.8K
$387K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-395- 7.21% |
$45.2K - $48.4K
|
5.08K
$703K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-395- 2.11% |
$45.2K - $48.4K
|
18.3K
$2.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-399- 11.51% |
$45.6K - $48.9K
|
3.07K
$425K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-400- 7.09% |
$45.7K - $49K
|
5.24K
$725K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-407- 5.7% |
$46.5K - $49.9K
|
6.73K
$931K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-424- 2.66% |
$48.5K - $52K
|
15.5K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-428- 12.9% |
$49K - $52.5K
|
2.89K
$400K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-428- 22.63% |
$49K - $52.5K
|
1.46K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-447- 1.42% |
$51.1K - $54.8K
|
31K
$4.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-447- 1.52% |
$51.1K - $54.8K
|
28.9K
$4M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-449- 6.29% |
$51.4K - $55K
|
6.69K
$925K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-453- 4.36% |
$51.8K - $55.5K
|
9.94K
$1.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-460- 0.52% |
$52.6K - $56.4K
|
88.7K
$12.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-470- 11.61% |
$53.8K - $57.6K
|
3.58K
$495K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
SELL
|
- |
-475- 12.04% |
$54.3K - $58.2K
|
3.47K
$480K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-477- 5.82% |
$54.6K - $58.5K
|
7.72K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-484- 63.68% |
$55.4K - $59.3K
|
276
$38.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$57.2K - $61.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-521Closed |
$59.6K - $63.9K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-523- 20.67% |
$59.8K - $64.1K
|
2.01K
$278K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-527Closed |
$60.3K - $64.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-533- 0.81% |
$61K - $65.3K
|
65.1K
$9.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-566- 3.39% |
$64.7K - $69.4K
|
16.2K
$2.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-586- 13.41% |
$67K - $71.8K
|
3.79K
$524K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-614- 4.02% |
$70.2K - $75.3K
|
14.6K
$2.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-627- 1.92% |
$71.7K - $76.9K
|
32K
$4.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-636- 7.66% |
$72.7K - $78K
|
7.66K
$1.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-637- 2.86% |
$72.9K - $78.1K
|
21.6K
$2.99M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-640- 1.54% |
$73.2K - $78.5K
|
41K
$5.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-650- 16.62% |
$74.3K - $79.7K
|
3.26K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-651Closed |
$74.5K - $79.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-666- 13.29% |
$76.2K - $81.6K
|
4.35K
$601K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-675- 8.7% |
$77.2K - $82.7K
|
7.08K
$980K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-686- 5.36% |
$78.5K - $84.1K
|
12.1K
$1.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-686- 1.79% |
$78.5K - $84.1K
|
37.6K
$5.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-690- 6.45% |
$78.9K - $84.6K
|
10K
$1.38M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-697- 2.68% |
$79.7K - $85.4K
|
25.3K
$3.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-700- 4.46% |
$80.1K - $85.8K
|
15K
$2.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-711- 1.15% |
$81.3K - $87.2K
|
60.9K
$8.42M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-730Closed |
$83.5K - $89.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-759- 13.92% |
$86.8K - $93K
|
4.7K
$649K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-768- 1.26% |
$87.8K - $94.1K
|
60.3K
$8.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-772- 5.04% |
$88.3K - $94.6K
|
14.5K
$2.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-785- 22.37% |
$89.8K - $96.2K
|
2.72K
$377K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-785- 1.03% |
$89.8K - $96.2K
|
75.2K
$10.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-810- 9.41% |
$92.6K - $99.3K
|
7.8K
$1.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-846- 2.34% |
$96.8K - $104K
|
35.2K
$4.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-850- 0.27% |
$97.2K - $104K
|
316K
$43.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-853- 1.54% |
$97.6K - $105K
|
54.6K
$7.55M
|