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 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-574- 19.67% |
$65K - $70.7K
|
2.34K
$301K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-500- 10.42% |
$56.7K - $61.6K
|
4.3K
$552K
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-434- 16.9% |
$49.2K - $53.5K
|
2.13K
$274K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-350- 63.64% |
$39.7K - $43.1K
|
200
$25.7K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-250- 4.76% |
$28.3K - $30.8K
|
5K
$642K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250- 6.68% |
$28.3K - $30.8K
|
3.49K
$449K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-249- 5.52% |
$28.2K - $30.7K
|
4.26K
$547K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-244- 6.0% |
$27.6K - $30.1K
|
3.83K
$491K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-229- 35.5% |
$25.9K - $28.2K
|
416
$53.4K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-200- 25.97% |
$22.7K - $24.6K
|
570
$73.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
PUT |
-200- 40.0% |
$22.7K - $24.6K
|
300
$38.5K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-142- 10.78% |
$16.1K - $17.5K
|
1.18K
$151K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-123- 63.73% |
$13.9K - $15.2K
|
70
$8.99K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-91- 45.73% |
$10.3K - $11.2K
|
108
$13.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-87- 2.43% |
$9.86K - $10.7K
|
3.5K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-80- 79.21% |
$9.06K - $9.85K
|
21
$2.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-76- 24.44% |
$8.61K - $9.36K
|
235
$30.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-75- 50.0% |
$8.5K - $9.24K
|
75
$9.63K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-73- 2.33% |
$8.27K - $8.99K
|
3.06K
$393K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-60- 2.45% |
$6.8K - $7.39K
|
2.39K
$306K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-53- 39.85% |
$6.01K - $6.53K
|
80
$10.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-25- 1.46% |
$2.83K - $3.08K
|
1.69K
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-5- 0.99% |
$567 - $616
|
502
$64.4K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-34.8K- 8.96% |
$3.58M - $4.14M
|
354K
$45.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-9.2K- 39.7% |
$947K - $1.1M
|
14K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.17K- 65.91% |
$532K - $615K
|
2.67K
$343K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-4.29K- 50.43% |
$442K - $511K
|
4.22K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.55K- 7.44% |
$366K - $423K
|
44.2K
$5.67M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.35K- 27.36% |
$242K - $280K
|
6.25K
$802K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.4K- 52.83% |
$144K - $167K
|
1.25K
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.34K- 7.46% |
$138K - $159K
|
16.6K
$2.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.29K- 5.3% |
$133K - $153K
|
23K
$2.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.27K- 55.95% |
$131K - $151K
|
1K
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.27K- 33.36% |
$131K - $151K
|
2.53K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-993- 59.57% |
$102K - $118K
|
674
$86.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-963- 35.64% |
$99.2K - $115K
|
1.74K
$223K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-959- 9.63% |
$98.7K - $114K
|
9K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-911- 12.48% |
$93.8K - $108K
|
6.39K
$820K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-820- 29.7% |
$84.4K - $97.6K
|
1.94K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-700- 28.4% |
$72.1K - $83.3K
|
1.77K
$227K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-700- 28.7% |
$72.1K - $83.3K
|
1.74K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-620- 3.8% |
$63.8K - $73.8K
|
15.7K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-587- 34.94% |
$60.4K - $69.9K
|
1.09K
$140K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-523- 10.3% |
$53.9K - $62.3K
|
4.56K
$585K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-415- 10.58% |
$42.7K - $49.4K
|
3.51K
$450K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-402- 13.81% |
$41.4K - $47.9K
|
2.51K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-339- 1.65% |
$34.9K - $40.4K
|
20.2K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-296- 12.12% |
$30.5K - $35.2K
|
2.15K
$276K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-283- 11.13% |
$29.1K - $33.7K
|
2.26K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-250- 11.79% |
$25.7K - $29.8K
|
1.87K
$240K
|
|