Latest Institutional Sells of Ishares Tr (DVY)
This list provides information on the latest institutional transactions involving Ishares Tr (DVY) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-30- 0.25% |
$3.86K - $4.14K
|
11.9K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-30- 1.47% |
$3.86K - $4.14K
|
2.01K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-30- 0.28% |
$3.86K - $4.14K
|
10.7K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-28- 0.55% |
$3.6K - $3.87K
|
5.03K
$683K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-28- 0.14% |
$3.6K - $3.87K
|
19.3K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-25- 0.19% |
$3.21K - $3.45K
|
13K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-25- 1.54% |
$3.21K - $3.45K
|
1.6K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-25- 1.05% |
$3.21K - $3.45K
|
2.36K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-25- 1.3% |
$3.21K - $3.45K
|
1.9K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.51% |
$3.21K - $3.45K
|
4.86K
$660K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-23- 0.26% |
$2.96K - $3.18K
|
8.89K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-20- 1.38% |
$2.57K - $2.76K
|
1.43K
$194K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-20- 0.7% |
$2.57K - $2.76K
|
2.84K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-15- 0.53% |
$1.93K - $2.07K
|
2.82K
$383K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-15- 0.44% |
$1.93K - $2.07K
|
3.42K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-15- 0.05% |
$1.93K - $2.07K
|
33K
$4.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-15- 0.51% |
$1.93K - $2.07K
|
2.9K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13- 0.21% |
$1.67K - $1.8K
|
6.31K
$856K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-13- 0.31% |
$1.67K - $1.8K
|
4.24K
$575K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-13- 0.75% |
$1.67K - $1.8K
|
1.71K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-11- 0.03% |
$1.41K - $1.52K
|
31.6K
$4.3M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.29% |
$1.03K - $1.1K
|
2.71K
$369K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.23% |
$1.03K - $1.1K
|
3.5K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.12% |
$643 - $691
|
4.26K
$578K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4- 3.15% |
$514 - $552
|
123
$16.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-3- 0.01% |
$386 - $414
|
25.9K
$3.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-3- 0.02% |
$386 - $414
|
12.6K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$257 - $276
|
2.17K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 0.15% |
$129 - $138
|
660
$89.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.39% |
$129 - $138
|
254
$34.5K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.5K- 16.37% |
$6.42M - $7.11M
|
253K
$34.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.3K- 99.16% |
$1.46M - $1.62M
|
95
$12.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.35K- 46.35% |
$952K - $1.05M
|
8.5K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.31K- 12.6% |
$818K - $905K
|
43.8K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-4.8K- 65.0% |
$621K - $688K
|
2.58K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 13.55% |
$372K - $412K
|
18.3K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.32K- 41.87% |
$300K - $333K
|
3.22K
$437K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.32K- 24.68% |
$300K - $332K
|
7.07K
$960K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.9K- 11.14% |
$246K - $273K
|
15.2K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.2K- 9.74% |
$155K - $172K
|
11.1K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.17K- 36.63% |
$152K - $168K
|
2.03K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.06K- 31.52% |
$138K - $153K
|
2.31K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.05K- 18.95% |
$135K - $150K
|
4.47K
$607K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 48.16% |
$132K - $147K
|
1.1K
$149K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-961- 37.05% |
$124K - $138K
|
1.63K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-900- 26.22% |
$117K - $129K
|
2.53K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-760- 29.02% |
$98.5K - $109K
|
1.86K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-625- 21.6% |
$81K - $89.6K
|
2.27K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-514- 24.81% |
$66.6K - $73.7K
|
1.56K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-350- 18.26% |
$45.3K - $50.2K
|
1.57K
$213K
|
|