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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.17KNew |
$134K - $143K
|
1.17K
$162K
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.14K+ 1.58% |
$130K - $140K
|
73.4K
$10.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.14K+ 1.68% |
$130K - $139K
|
68.8K
$9.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.13K+ 6.58% |
$129K - $139K
|
18.3K
$2.53M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.11K+ 5.07% |
$127K - $137K
|
23.1K
$3.19M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.1K+ 56.83% |
$126K - $135K
|
3.04K
$421K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.1K+ 50.07% |
$125K - $134K
|
3.29K
$455K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.08K+ 2.83% |
$124K - $133K
|
39.4K
$5.45M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.08K+ 2.83% |
$124K - $133K
|
39.4K
$5.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.06K+ 0.49% |
$121K - $129K
|
215K
$29.7M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
1.05KNew |
$120K - $129K
|
1.05K
$145K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.03K+ 5.72% |
$118K - $126K
|
19K
$2.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.03KNew |
$117K - $126K
|
1.03K
$142K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1K+ 101.52% |
$114K - $123K
|
1.99K
$275K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
952+ 0.78% |
$109K - $117K
|
123K
$17M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
943+ 4.04% |
$108K - $116K
|
24.3K
$3.36M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
935New |
$107K - $115K
|
935
$129K
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
935+ 18.73% |
$107K - $115K
|
5.93K
$820K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
930+ 2.67% |
$106K - $114K
|
35.8K
$4.96M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
909New |
$104K - $111K
|
909
$126K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
900New |
$103K - $110K
|
900
$124K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
900+ 1.51% |
$103K - $110K
|
60.4K
$8.35M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
899New |
$103K - $110K
|
899
$124K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
888+ 7.72% |
$102K - $109K
|
12.4K
$1.71M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
873+ 3.2% |
$99.8K - $107K
|
28.2K
$3.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
832+ 37.58% |
$95.2K - $102K
|
3.05K
$421K
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
801+ 14.66% |
$91.6K - $98.2K
|
6.26K
$866K
|
|
|
Feb 10, 2022
Q4 2021
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
800New |
$91.5K - $98.1K
|
800
$111K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
791+ 14.56% |
$90.5K - $97K
|
6.22K
$861K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
788+ 2.31% |
$90.1K - $96.6K
|
34.9K
$4.83M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
765New |
$87.5K - $93.8K
|
765
$106K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
760+ 1.41% |
$86.9K - $93.2K
|
54.7K
$7.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
745+ 26.67% |
$85.2K - $91.3K
|
3.54K
$489K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
739+ 8.79% |
$84.5K - $90.6K
|
9.14K
$1.26M
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
739+ 0.9% |
$84.5K - $90.6K
|
82.9K
$11.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
734New |
$83.9K - $90K
|
734
$102K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
734New |
$83.9K - $90K
|
734
$102K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
734+ 9.08% |
$83.9K - $90K
|
8.82K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
730New |
$83.5K - $89.5K
|
730
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
730+ 5.44% |
$83.5K - $89.5K
|
14.1K
$1.96M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
704New |
$80.5K - $86.3K
|
704
$97.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
701+ 4.25% |
$80.2K - $85.9K
|
17.2K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
700+ 13.55% |
$80.1K - $85.8K
|
5.87K
$811K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
695New |
$79.5K - $85.2K
|
695
$96.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
694+ 30.8% |
$79.4K - $85.1K
|
2.95K
$408K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
689+ 27.13% |
$78.8K - $84.5K
|
3.23K
$447K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
657+ 21.88% |
$75.1K - $80.5K
|
3.66K
$506K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
650+ 17.52% |
$74.3K - $79.7K
|
4.36K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
603+ 1.03% |
$69K - $73.9K
|
59.1K
$8.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
600+ 30.85% |
$68.6K - $73.6K
|
2.55K
$352K
|