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 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-204- 4.44% |
$21K - $24.3K
|
4.39K
$564K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-197- 15.19% |
$20.3K - $23.5K
|
1.1K
$141K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-150- 42.86% |
$15.4K - $17.9K
|
200
$25.7K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-130- 19.49% |
$13.4K - $15.5K
|
537
$68.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-105- 0.85% |
$10.8K - $12.5K
|
12.3K
$1.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-65- 2.63% |
$6.69K - $7.74K
|
2.4K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-55- 2.2% |
$5.66K - $6.55K
|
2.45K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-44- 1.31% |
$4.53K - $5.24K
|
3.3K
$424K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-41- 1.52% |
$4.22K - $4.88K
|
2.66K
$341K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-34- 0.21% |
$3.5K - $4.05K
|
16.4K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-13- 0.31% |
$1.34K - $1.55K
|
4.2K
$539K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-247K- 39.42% |
$26.6M - $29.2M
|
380K
$48.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-82.3K- 99.28% |
$8.84M - $9.73M
|
600
$77K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-48K- 95.26% |
$5.15M - $5.67M
|
2.39K
$306K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-17.2K- 34.44% |
$1.84M - $2.03M
|
32.7K
$4.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-6.14K- 76.09% |
$660K - $726K
|
1.93K
$248K
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-5.4K- 31.63% |
$580K - $638K
|
11.7K
$1.5M
|
|
|
Apr 10, 2025
Q3 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-4.18KClosed |
$450K - $494K
|
0
$0
|
|
|
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.21KClosed |
$237K - $261K
|
0
$0
|
|
|
Apr 28, 2025
Q3 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.79KClosed |
$193K - $212K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 20.56% |
$161K - $177K
|
5.8K
$744K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.19K- 34.8% |
$127K - $140K
|
2.22K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-851- 5.93% |
$91.4K - $101K
|
13.5K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-824- 21.67% |
$88.5K - $97.4K
|
2.98K
$382K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-765- 23.04% |
$82.2K - $90.4K
|
2.56K
$328K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-728- 20.8% |
$78.2K - $86K
|
2.77K
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-700- 68.29% |
$75.2K - $82.7K
|
325
$41.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-444- 18.87% |
$47.7K - $52.5K
|
1.91K
$245K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-426- 8.45% |
$45.8K - $50.3K
|
4.61K
$592K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-305- 13.02% |
$32.8K - $36K
|
2.04K
$262K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-279- 36.42% |
$30K - $33K
|
487
$62.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-213- 41.52% |
$22.9K - $25.2K
|
300
$38.5K
|
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 8.0% |
$21.5K - $23.6K
|
2.3K
$295K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-178- 3.28% |
$19.1K - $21K
|
5.25K
$674K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-155- 6.14% |
$16.7K - $18.3K
|
2.37K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-90- 4.43% |
$9.67K - $10.6K
|
1.94K
$249K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75- 6.42% |
$8.06K - $8.86K
|
1.09K
$140K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-62- 3.11% |
$6.66K - $7.33K
|
1.93K
$248K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-56- 0.06% |
$6.02K - $6.62K
|
87.4K
$11.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-51- 1.02% |
$5.48K - $6.03K
|
4.93K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-31- 0.12% |
$3.33K - $3.66K
|
26K
$3.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.02% |
$215 - $236
|
11.3K
$1.45M
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-62.1K- 86.58% |
$6.74M - $7.41M
|
9.62K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-23.6K- 92.25% |
$2.56M - $2.81M
|
1.98K
$254K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9.96K- 42.98% |
$1.08M - $1.19M
|
13.2K
$1.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.96K- 42.98% |
$1.08M - $1.19M
|
13.2K
$1.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-6.53K- 28.61% |
$709K - $779K
|
16.3K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-5.15K- 36.12% |
$558K - $614K
|
9.1K
$1.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 91.47% |
$349K - $384K
|
300
$38.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.81K- 58.74% |
$305K - $335K
|
1.97K
$253K
|
|