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 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 30.71% |
$8.63K - $9.86K
|
176
$22.6K
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-34- 0.4% |
$3.76K - $4.3K
|
8.51K
$1.09M
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-32- 1.63% |
$3.54K - $4.04K
|
1.93K
$247K
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-30- 0.1% |
$3.32K - $3.79K
|
29.3K
$3.76M
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-17- 0.19% |
$1.88K - $2.15K
|
8.97K
$1.15M
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4- 0.06% |
$443 - $506
|
6.72K
$862K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-850K- 99.17% |
$91.2M - $107M
|
7.1K
$912K
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-8.38K- 14.19% |
$900K - $1.05M
|
50.7K
$6.51M
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-6.61K- 65.61% |
$710K - $830K
|
3.47K
$445K
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.1K- 40.48% |
$333K - $389K
|
4.56K
$585K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.72K- 95.71% |
$292K - $342K
|
122
$15.7K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.76K- 67.73% |
$189K - $221K
|
839
$108K
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.66KClosed |
$178K - $208K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-889Closed |
$95.5K - $112K
|
0
$0
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-414- 54.98% |
$44.5K - $52K
|
339
$43.5K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-361- 3.35% |
$38.8K - $45.3K
|
10.4K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-300- 11.61% |
$32.2K - $37.7K
|
2.29K
$293K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-254- 46.01% |
$27.3K - $31.9K
|
298
$38.3K
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-180- 25.35% |
$19.3K - $22.6K
|
530
$68K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-175- 6.48% |
$18.8K - $22K
|
2.53K
$324K
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-100- 2.83% |
$10.7K - $12.6K
|
3.43K
$440K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-62- 3.17% |
$6.66K - $7.78K
|
1.9K
$243K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-60- 0.06% |
$6.44K - $7.53K
|
102K
$13.1M
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-60- 1.92% |
$6.44K - $7.53K
|
3.07K
$393K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-50- 1.88% |
$5.37K - $6.28K
|
2.6K
$334K
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-50- 6.09% |
$5.37K - $6.28K
|
771
$99K
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-47- 2.14% |
$5.05K - $5.9K
|
2.15K
$276K
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-34- 1.28% |
$3.65K - $4.27K
|
2.61K
$335K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-75.9KClosed |
$8.14M - $9.7M
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-26.9K- 65.34% |
$2.89M - $3.44M
|
14.3K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-13.7KClosed |
$1.47M - $1.75M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-8.84K- 79.6% |
$948K - $1.13M
|
2.27K
$291K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.43K- 62.97% |
$153K - $183K
|
841
$108K
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 99.79% |
$150K - $178K
|
3
$385
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-939- 2.5% |
$101K - $120K
|
36.7K
$4.71M
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-630- 44.06% |
$67.5K - $80.5K
|
800
$103K
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-595- 85.61% |
$63.8K - $76K
|
100
$12.8K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-464- 5.27% |
$49.8K - $59.3K
|
8.34K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-403- 3.8% |
$43.2K - $51.5K
|
10.2K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-400- 55.17% |
$42.9K - $51.1K
|
325
$41.7K
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-394- 61.18% |
$42.2K - $50.3K
|
250
$32.1K
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-359- 1.36% |
$38.5K - $45.8K
|
26K
$3.33M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-300- 13.3% |
$32.2K - $38.3K
|
1.96K
$251K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-200- 7.72% |
$21.4K - $25.5K
|
2.39K
$307K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-152- 13.64% |
$16.3K - $19.4K
|
962
$124K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-114- 1.98% |
$12.2K - $14.6K
|
5.66K
$726K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-81- 18.79% |
$8.68K - $10.3K
|
350
$44.9K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-34- 1.28% |
$3.65K - $4.34K
|
2.63K
$338K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-30- 14.22% |
$3.22K - $3.83K
|
181
$23.2K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-13- 0.6% |
$1.39K - $1.66K
|
2.14K
$274K
|