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
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
8.55KNew |
$977K - $1.05M
|
8.55K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.47K+ 7.79% |
$969K - $1.04M
|
117K
$16.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.03KNew |
$918K - $984K
|
8.03K
$1.11M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.89KNew |
$903K - $968K
|
7.89K
$1.09M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
7.79KNew |
$891K - $955K
|
7.79K
$1.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.68K+ 6.31% |
$878K - $942K
|
129K
$17.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7.62K+ 9.21% |
$871K - $934K
|
90.4K
$12.5M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
7.47KNew |
$854K - $916K
|
7.47K
$1.03M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.4KNew |
$846K - $907K
|
7.4K
$1.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.39K+ 3.49% |
$845K - $906K
|
219K
$30.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
7.22K+ 17.49% |
$826K - $885K
|
48.5K
$6.71M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
6.84KNew |
$782K - $838K
|
6.84K
$945K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.7KNew |
$766K - $821K
|
6.7K
$927K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.66KNew |
$762K - $816K
|
6.66K
$921K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6.61KNew |
$756K - $811K
|
6.61K
$915K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.52K+ 16.22% |
$745K - $799K
|
46.7K
$6.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.49K+ 14.15% |
$742K - $795K
|
52.3K
$7.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
6.41KNew |
$733K - $786K
|
6.41K
$887K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
6.32KNew |
$722K - $774K
|
6.32K
$874K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
6.25KNew |
$715K - $766K
|
6.25K
$865K
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
6.13KNew |
$701K - $751K
|
6.13K
$847K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.07K+ 25.74% |
$694K - $744K
|
29.7K
$4.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.79K+ 10.69% |
$662K - $710K
|
60K
$8.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.61K+ 3.1% |
$642K - $688K
|
187K
$25.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.54KNew |
$634K - $679K
|
5.54K
$767K
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
5.49KNew |
$628K - $673K
|
5.49K
$759K
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.41KNew |
$618K - $663K
|
5.41K
$748K
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.37KNew |
$615K - $659K
|
5.37K
$743K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
5.33KNew |
$609K - $653K
|
5.33K
$737K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.31K+ 30.99% |
$607K - $651K
|
22.4K
$3.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.29KNew |
$605K - $649K
|
5.29K
$732K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
5.29KNew |
$604K - $648K
|
5.29K
$731K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5.21KNew |
$596K - $639K
|
5.21K
$721K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.21KNew |
$596K - $639K
|
5.21K
$721K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.17KNew |
$591K - $633K
|
5.17K
$715K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
5.16K+ 7.73% |
$590K - $632K
|
71.9K
$9.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.13KNew |
$586K - $629K
|
5.13K
$709K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
5.04K+ 77.79% |
$577K - $618K
|
11.5K
$1.59M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.97KNew |
$569K - $610K
|
4.97K
$688K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.97K+ 19.82% |
$568K - $609K
|
30K
$4.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.88K+ 16.32% |
$558K - $598K
|
34.8K
$4.81M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.63KNew |
$529K - $567K
|
4.63K
$640K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
4.57KNew |
$522K - $560K
|
4.57K
$632K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.51K+ 38.07% |
$516K - $553K
|
16.4K
$2.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.42K+ 127.64% |
$506K - $542K
|
7.89K
$1.09M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.35KNew |
$497K - $533K
|
4.35K
$601K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
4.32K+ 112.19% |
$494K - $529K
|
8.16K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
4.2K+ 37.17% |
$480K - $515K
|
15.5K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.14KNew |
$473K - $508K
|
4.14K
$573K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.12K+ 2.06% |
$471K - $505K
|
204K
$28.2M
|