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 |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-300- 4.31% |
$38.9K - $43K
|
6.66K
$905K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 11.38% |
$36.4K - $40.3K
|
2.19K
$297K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-278- 11.78% |
$36K - $39.9K
|
2.08K
$283K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-277- 1.63% |
$35.9K - $39.7K
|
16.7K
$2.27M
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-268- 5.67% |
$34.7K - $38.4K
|
4.46K
$606K
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-219- 5.42% |
$28.4K - $31.4K
|
3.82K
$519K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-216- 1.55% |
$28K - $31K
|
13.7K
$1.86M
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 9.24% |
$25.9K - $28.7K
|
1.97K
$267K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-180- 10.51% |
$23.3K - $25.8K
|
1.53K
$208K
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-175- 7.65% |
$22.7K - $25.1K
|
2.11K
$287K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-175- 1.46% |
$22.7K - $25.1K
|
11.8K
$1.6M
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-165- 1.15% |
$21.4K - $23.7K
|
14.2K
$1.93M
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-158- 6.87% |
$20.5K - $22.7K
|
2.14K
$291K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-143- 9.69% |
$18.5K - $20.5K
|
1.33K
$181K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-140- 4.23% |
$18.1K - $20.1K
|
3.17K
$431K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-139- 15.39% |
$18K - $19.9K
|
764
$104K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.46% |
$17.1K - $18.9K
|
8.88K
$1.21M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-129- 3.05% |
$16.7K - $18.5K
|
4.1K
$557K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-110- 6.65% |
$14.3K - $15.8K
|
1.54K
$210K
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-109- 4.12% |
$14.1K - $15.6K
|
2.54K
$344K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-107- 6.29% |
$13.9K - $15.3K
|
1.59K
$216K
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-106- 0.93% |
$13.7K - $15.2K
|
11.3K
$1.53M
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-105- 1.11% |
$13.6K - $15.1K
|
9.39K
$1.28M
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-100- 4.0% |
$13K - $14.3K
|
2.4K
$326K
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 5.08% |
$13K - $14.3K
|
1.87K
$254K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-98- 1.33% |
$12.7K - $14.1K
|
7.28K
$989K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-90- 1.85% |
$11.7K - $12.9K
|
4.77K
$648K
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-84- 2.29% |
$10.9K - $12K
|
3.59K
$488K
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-83- 4.12% |
$10.8K - $11.9K
|
1.93K
$263K
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-80- 2.79% |
$10.4K - $11.5K
|
2.79K
$378K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 3.32% |
$9.72K - $10.8K
|
2.18K
$296K
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-73- 3.22% |
$9.46K - $10.5K
|
2.2K
$298K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-73- 4.38% |
$9.46K - $10.5K
|
1.59K
$216K
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-70- 1.87% |
$9.07K - $10K
|
3.67K
$498K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-59- 1.42% |
$7.64K - $8.46K
|
4.09K
$556K
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-55- 1.14% |
$7.13K - $7.89K
|
4.75K
$645K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 2.58% |
$6.48K - $7.17K
|
1.89K
$257K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-48- 32.0% |
$6.22K - $6.88K
|
102
$13.9K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-40- 1.04% |
$5.18K - $5.74K
|
3.81K
$517K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-37- 0.76% |
$4.79K - $5.31K
|
4.81K
$653K
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-29- 1.18% |
$3.76K - $4.16K
|
2.43K
$330K
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-20- 0.76% |
$2.59K - $2.87K
|
2.61K
$355K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 4.96% |
$2.59K - $2.87K
|
383
$52K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15- 0.41% |
$1.94K - $2.15K
|
3.62K
$491K
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-12- 0.2% |
$1.55K - $1.72K
|
6.12K
$832K
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-7- 0.11% |
$907 - $1K
|
6.55K
$890K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-31.3K- 82.58% |
$3.75M - $4.24M
|
6.6K
$896K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-25.6K- 81.01% |
$3.07M - $3.47M
|
6K
$815K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.6K- 50.79% |
$2.24M - $2.53M
|
18.1K
$2.45M
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-13.1K- 46.53% |
$1.57M - $1.78M
|
15.1K
$2.04M
|