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 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 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
$12.8K
|
|
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
$61.9K
|
|
Q4 2020 | |||||||
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
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1KClosed |
$81.3K - $97.5K
|
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
$2.05M
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-180Closed |
$14.6K - $17.6K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-150Closed |
$12.2K - $14.6K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-102Closed |
$8.3K - $9.95K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-100Closed |
$8.13K - $9.75K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-19- 65.52% |
$1.55K - $1.85K
|
10
$1.28K
|
|
Q3 2020 | |||||||
Nov 03, 2020
Q3 2020
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-146KClosed |
$11.3M - $12.7M
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-57.5K- 88.82% |
$4.45M - $4.99M
|
7.25K
$930K
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-48.3KClosed |
$3.74M - $4.19M
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-22.7KClosed |
$1.76M - $1.97M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Barings LLC
|
SELL
|
- |
-9.1KClosed |
$705K - $789K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Jsf Financial, LLC
|
SELL
|
- |
-8.61KClosed |
$667K - $747K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.2KClosed |
$480K - $537K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.66KClosed |
$438K - $491K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Td Asset Management Inc
|
SELL
|
- |
-5.29KClosed |
$410K - $459K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.76KClosed |
$291K - $326K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-2.88KClosed |
$223K - $250K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.84KClosed |
$220K - $246K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bell Bank
|
SELL
|
- |
-2.66KClosed |
$206K - $230K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.45K- 35.37% |
$112K - $126K
|
2.65K
$340K
|
|
Oct 14, 2020
Q3 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-811- 73.0% |
$62.8K - $70.3K
|
300
$38.5K
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-570Closed |
$44.1K - $49.4K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-500Closed |
$38.7K - $43.4K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-400Closed |
$31K - $34.7K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-399Closed |
$30.9K - $34.6K
|
0
$0
|