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 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-38.6KClosed |
$4.41M - $4.73M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-10.1KClosed |
$1.16M - $1.24M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-8.55KClosed |
$978K - $1.05M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.39KClosed |
$387K - $415K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-2.81KClosed |
$321K - $344K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-2.3KClosed |
$262K - $281K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-2.28KClosed |
$261K - $280K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.19KClosed |
$250K - $268K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.9KClosed |
$218K - $233K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.8KClosed |
$206K - $221K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.8KClosed |
$206K - $221K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-730Closed |
$83.5K - $89.5K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-527Closed |
$60.3K - $64.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-521Closed |
$59.6K - $63.9K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-363Closed |
$41.5K - $44.5K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-150- 7.06% |
$17.2K - $18.4K
|
1.98K
$273K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-122Closed |
$14K - $15K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-47Closed |
$5.38K - $5.76K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-100KClosed |
$11.3M - $12M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-30.5KClosed |
$3.43M - $3.65M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-12.1KClosed |
$1.36M - $1.45M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.43KClosed |
$499K - $531K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.05KClosed |
$231K - $246K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.98KClosed |
$223K - $238K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.87KClosed |
$210K - $224K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-1.77KClosed |
$199K - $212K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.76KClosed |
$198K - $211K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.75KClosed |
$196K - $209K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.2KClosed |
$135K - $144K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-830Closed |
$93.4K - $99.5K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-535Closed |
$60.2K - $64.1K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-334- 21.33% |
$37.6K - $40K
|
1.23K
$170K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-267Closed |
$30K - $32K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-250- 41.67% |
$28.1K - $30K
|
350
$48.4K
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-115Closed |
$12.9K - $13.8K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-105Closed |
$11.8K - $12.6K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-74- 3.08% |
$8.33K - $8.87K
|
2.33K
$322K
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-25- 33.33% |
$2.81K - $3K
|
50
$6.92K
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-9- 1.97% |
$1.01K - $1.08K
|
447
$61.8K
|
|
Q2 2021 | |||||||
Jul 27, 2021
Q2 2021
|
Monument Capital Management
|
SELL
|
- |
-22.3KClosed |
$2.54M - $2.74M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$1.83M - $1.97M
|
0
$0
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-13K- 99.12% |
$1.48M - $1.6M
|
115
$15.9K
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10.7KClosed |
$1.23M - $1.32M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-9.17KClosed |
$1.05M - $1.13M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.19KClosed |
$250K - $270K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Univest Financial Corp
|
SELL
|
- |
-1.95KClosed |
$222K - $240K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-1.83KClosed |
$209K - $225K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.08KClosed |
$123K - $132K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-925Closed |
$106K - $114K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-684Closed |
$78.1K - $84.2K
|
0
$0
|