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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.15K- 19.41% |
$133K - $144K
|
4.76K
$610K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.12K- 73.64% |
$130K - $141K
|
401
$51.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-898- 28.62% |
$104K - $113K
|
2.24K
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-708- 7.37% |
$81.9K - $89K
|
8.9K
$1.14M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-561- 6.64% |
$64.9K - $70.5K
|
7.89K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-533- 33.33% |
$61.7K - $67K
|
1.07K
$137K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-445- 16.37% |
$51.5K - $56K
|
2.27K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-432- 3.8% |
$50K - $54.3K
|
10.9K
$1.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-356- 9.84% |
$41.2K - $44.8K
|
3.26K
$419K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-344- 74.14% |
$39.8K - $43.3K
|
120
$15.4K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-244- 12.04% |
$28.2K - $30.7K
|
1.78K
$229K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-236- 3.66% |
$27.3K - $29.7K
|
6.21K
$797K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-200- 2.07% |
$23.1K - $25.2K
|
9.47K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 31.38% |
$17.4K - $18.9K
|
328
$42.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-131- 2.06% |
$15.2K - $16.5K
|
6.23K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-117- 2.87% |
$13.5K - $14.7K
|
3.96K
$508K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-100- 8.7% |
$11.6K - $12.6K
|
1.05K
$135K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 7.77% |
$8.68K - $9.43K
|
890
$114K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-66- 9.42% |
$7.64K - $8.3K
|
635
$81.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-54- 16.22% |
$6.25K - $6.79K
|
279
$35.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-50- 1.96% |
$5.79K - $6.29K
|
2.5K
$321K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-40- 1.45% |
$4.63K - $5.03K
|
2.71K
$348K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-38- 2.19% |
$4.4K - $4.78K
|
1.7K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-35- 3.33% |
$4.05K - $4.4K
|
1.02K
$130K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-35- 3.33% |
$4.05K - $4.4K
|
1.02K
$130K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-34- 2.87% |
$3.93K - $4.28K
|
1.15K
$148K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-32- 0.99% |
$3.7K - $4.02K
|
3.19K
$410K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-32- 1.01% |
$3.7K - $4.02K
|
3.13K
$401K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-30- 54.55% |
$3.47K - $3.77K
|
25
$3.21K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-27- 0.99% |
$3.12K - $3.4K
|
2.7K
$346K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-25- 0.88% |
$2.89K - $3.14K
|
2.81K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-17- 0.28% |
$1.97K - $2.14K
|
6.1K
$782K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-5- 1.42% |
$579 - $629
|
348
$44.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-572K- 49.07% |
$64.8M - $70.4M
|
594K
$76.2M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-59.5K- 94.03% |
$6.74M - $7.33M
|
3.78K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.9K- 5.88% |
$1.69M - $1.83M
|
238K
$30.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-4.61K- 26.75% |
$522K - $567K
|
12.6K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-3.07K- 51.19% |
$347K - $378K
|
2.92K
$375K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.04K- 17.71% |
$344K - $374K
|
14.1K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.3K- 37.0% |
$260K - $283K
|
3.91K
$502K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.28K- 19.09% |
$258K - $280K
|
9.65K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 34.32% |
$239K - $260K
|
4.04K
$519K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.83K- 42.6% |
$208K - $226K
|
2.47K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.25K- 53.15% |
$142K - $154K
|
1.1K
$141K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.15K- 14.84% |
$131K - $142K
|
6.62K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 7.21% |
$127K - $139K
|
14.5K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.11K- 19.76% |
$126K - $137K
|
4.52K
$580K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-628- 23.58% |
$71.2K - $77.4K
|
2.04K
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-600- 5.37% |
$68K - $73.9K
|
10.6K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-593- 42.12% |
$67.2K - $73K
|
815
$105K
|
|