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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.49K- 41.17% |
$577K - $620K
|
6.41K
$870K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.24K- 1.6% |
$545K - $585K
|
260K
$35.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.08K- 59.16% |
$525K - $564K
|
2.82K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.07K- 6.59% |
$524K - $562K
|
57.7K
$7.83M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.02K- 92.55% |
$516K - $554K
|
323
$43.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.94K- 4.42% |
$507K - $544K
|
85.2K
$11.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.93K- 13.24% |
$505K - $542K
|
25.7K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.81K- 21.7% |
$490K - $526K
|
13.8K
$1.87M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.69K- 13.24% |
$475K - $510K
|
24.2K
$3.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.69K- 17.74% |
$474K - $509K
|
17.1K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.41K- 15.45% |
$438K - $471K
|
18.7K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.41K- 1.17% |
$438K - $470K
|
288K
$39.1M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.39K- 12.55% |
$435K - $468K
|
23.6K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.24K- 24.56% |
$417K - $448K
|
9.96K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.21K- 60.13% |
$413K - $443K
|
2.13K
$289K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.14K- 7.92% |
$403K - $433K
|
36.5K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.93K- 32.46% |
$377K - $405K
|
6.1K
$829K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.89K- 5.92% |
$372K - $399K
|
45.9K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.86K- 52.57% |
$368K - $395K
|
2.58K
$350K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.79K- 11.58% |
$359K - $386K
|
21.3K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.79K- 20.28% |
$359K - $386K
|
11K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 22.91% |
$353K - $380K
|
9.25K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.72K- 19.13% |
$349K - $375K
|
11.5K
$1.56M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.7K- 12.55% |
$347K - $373K
|
18.8K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.64K- 10.26% |
$339K - $364K
|
23.1K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.63K- 0.23% |
$338K - $363K
|
1.12M
$153M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 4.01% |
$330K - $355K
|
61.5K
$8.35M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.56K- 2.77% |
$330K - $354K
|
90.1K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 0.83% |
$321K - $344K
|
299K
$40.6M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.45K- 3.69% |
$315K - $339K
|
64K
$8.69M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.41K- 30.56% |
$310K - $333K
|
5.48K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.39K- 7.36% |
$307K - $330K
|
30.1K
$4.08M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.37K- 16.02% |
$304K - $327K
|
12.4K
$1.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-2.26K- 40.9% |
$290K - $311K
|
3.26K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.17K- 11.33% |
$279K - $299K
|
17K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.15K- 3.44% |
$276K - $296K
|
60.2K
$8.18M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.08K- 1.7% |
$267K - $287K
|
120K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 25.88% |
$267K - $286K
|
5.94K
$806K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.91K- 23.48% |
$246K - $264K
|
6.24K
$847K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.91K- 10.66% |
$245K - $263K
|
16K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.78K- 4.83% |
$229K - $246K
|
35K
$4.76M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.77K- 19.45% |
$228K - $245K
|
7.35K
$998K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.75K- 52.03% |
$225K - $241K
|
1.61K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.71K- 2.85% |
$220K - $236K
|
58.2K
$7.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.7K- 50.0% |
$219K - $235K
|
1.7K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.68K- 7.65% |
$216K - $232K
|
20.3K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.61K- 36.62% |
$208K - $223K
|
2.79K
$379K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.6K- 8.74% |
$206K - $221K
|
16.7K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.55K- 0.97% |
$200K - $214K
|
158K
$21.5M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.55K- 36.94% |
$199K - $214K
|
2.65K
$360K
|