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 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-589Closed |
$67.2K - $72.5K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-435- 25.35% |
$49.7K - $53.5K
|
1.28K
$177K
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-260- 1.36% |
$29.7K - $32K
|
18.9K
$2.61M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-178Closed |
$20.3K - $21.9K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-100- 43.29% |
$11.4K - $12.3K
|
131
$18.1K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-50Closed |
$5.71K - $6.15K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-45.2KClosed |
$4.28M - $5.22M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-33.7KClosed |
$3.2M - $3.89M
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Stolper CO
|
SELL
|
- |
-18KClosed |
$1.71M - $2.08M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-13.1KClosed |
$1.24M - $1.52M
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-12.9KClosed |
$1.22M - $1.49M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7KClosed |
$663K - $808K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-4.15KClosed |
$393K - $479K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.79KClosed |
$359K - $438K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.9KClosed |
$275K - $335K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Granger Management LLC
|
SELL
|
- |
-2.82KClosed |
$267K - $325K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.42KClosed |
$229K - $279K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.35KClosed |
$223K - $271K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.24KClosed |
$212K - $258K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.5KClosed |
$142K - $173K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-964Closed |
$91.3K - $111K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-719Closed |
$68.1K - $83K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-565Closed |
$53.5K - $65.2K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-500Closed |
$47.4K - $57.7K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-449Closed |
$42.5K - $51.8K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-261Closed |
$24.7K - $30.1K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Field & Main Bank
|
SELL
|
- |
-260Closed |
$24.6K - $30K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-212Closed |
$20.1K - $24.5K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-212Closed |
$20.1K - $24.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-194Closed |
$18.4K - $22.4K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-150Closed |
$14.2K - $17.3K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-118Closed |
$11.2K - $13.6K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 50.0% |
$9.48K - $11.5K
|
100
$13.8K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-50Closed |
$4.74K - $5.77K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-50Closed |
$4.74K - $5.77K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14Closed |
$1.33K - $1.62K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-5- 1.03% |
$474 - $577
|
482
$66.7K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-40KClosed |
$3.25M - $3.9M
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-23.8KClosed |
$1.94M - $2.32M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.95KClosed |
$565K - $678K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-5.48KClosed |
$446K - $535K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5.35KClosed |
$435K - $522K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.68KClosed |
$218K - $261K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.5KClosed |
$203K - $244K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.35KClosed |
$191K - $229K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 13.04% |
$85.4K - $102K
|
7K
$968K
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1KClosed |
$81.3K - $97.5K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-574Closed |
$46.7K - $56K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-440Closed |
$35.8K - $42.9K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Franklin Street Advisors Inc
|
SELL
|
- |
-385- 2.35% |
$31.3K - $37.6K
|
16K
$2.21M
|