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 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$205K - $219K
|
1.79K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.79K+ 12.45% |
$205K - $219K
|
16.2K
$2.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.77K+ 13.84% |
$202K - $216K
|
14.5K
$2.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Searle & Co.
|
BUY
|
- |
1.73KNew |
$197K - $211K
|
1.73K
$239K
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
1.72KNew |
$197K - $211K
|
1.72K
$238K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.72KNew |
$197K - $211K
|
1.72K
$238K
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
1.71KNew |
$195K - $210K
|
1.71K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.71KNew |
$195K - $209K
|
1.71K
$236K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.7KNew |
$195K - $209K
|
1.7K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.7KNew |
$194K - $208K
|
1.7K
$235K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
1.7KNew |
$194K - $208K
|
1.7K
$235K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
1.69KNew |
$193K - $207K
|
1.69K
$234K
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
1.68KNew |
$192K - $206K
|
1.68K
$233K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.68KNew |
$192K - $206K
|
1.68K
$232K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.68KNew |
$192K - $206K
|
1.68K
$232K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.67KNew |
$191K - $205K
|
1.67K
$232K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.67KNew |
$191K - $205K
|
1.67K
$232K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.67KNew |
$191K - $205K
|
1.67K
$231K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.67KNew |
$191K - $205K
|
1.67K
$231K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.67KNew |
$190K - $204K
|
1.67K
$230K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$190K - $203K
|
1.66K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$190K - $203K
|
1.66K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$190K - $203K
|
1.66K
$229K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.66K+ 29.21% |
$189K - $203K
|
7.33K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.65K+ 5.72% |
$189K - $203K
|
30.6K
$4.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
1.65KNew |
$189K - $203K
|
1.65K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.65KNew |
$189K - $202K
|
1.65K
$228K
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.64KNew |
$187K - $201K
|
1.64K
$227K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.63KNew |
$186K - $200K
|
1.63K
$225K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 29.65% |
$186K - $199K
|
7.09K
$981K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
1.62KNew |
$185K - $199K
|
1.62K
$224K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.61K+ 4.85% |
$185K - $198K
|
34.9K
$4.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.61KNew |
$184K - $197K
|
1.61K
$223K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.55K+ 4.01% |
$177K - $190K
|
40.2K
$5.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.54K+ 6.57% |
$176K - $188K
|
24.9K
$3.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.52K+ 42.2% |
$174K - $186K
|
5.12K
$709K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.52K+ 8.53% |
$174K - $186K
|
19.3K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.5K+ 9.58% |
$172K - $184K
|
17.2K
$2.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.47KNew |
$168K - $180K
|
1.47K
$203K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.38K+ 32.1% |
$158K - $169K
|
5.67K
$784K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 34.22% |
$157K - $168K
|
5.38K
$744K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.34K+ 4.65% |
$154K - $165K
|
30.3K
$4.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.3K+ 0.22% |
$149K - $160K
|
582K
$80.5M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.29K+ 3.2% |
$148K - $158K
|
41.6K
$5.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1.28K+ 10.77% |
$146K - $157K
|
13.1K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.25K+ 0.84% |
$143K - $154K
|
151K
$20.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
1.24K+ 3.31% |
$142K - $152K
|
38.7K
$5.36M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.23K+ 3.37% |
$141K - $151K
|
37.8K
$5.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.21K+ 0.42% |
$139K - $148K
|
287K
$39.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.2KNew |
$137K - $147K
|
1.2K
$166K
|