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, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-196- 3.25% |
$25.2K - $27.1K
|
5.84K
$793K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-196- 1.42% |
$25.2K - $27.1K
|
13.6K
$1.85M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-191- 1.73% |
$24.6K - $26.4K
|
10.9K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-191- 12.4% |
$24.6K - $26.4K
|
1.35K
$183K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-191- 6.63% |
$24.6K - $26.4K
|
2.69K
$365K
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-180- 0.51% |
$23.1K - $24.9K
|
34.9K
$4.74M
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-179- 5.12% |
$23K - $24.7K
|
3.31K
$450K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-179- 2.65% |
$23K - $24.7K
|
6.59K
$895K
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-175- 4.88% |
$22.5K - $24.2K
|
3.41K
$463K
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-175- 1.97% |
$22.5K - $24.2K
|
8.72K
$1.18M
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-175- 9.62% |
$22.5K - $24.2K
|
1.65K
$223K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-175- 0.66% |
$22.5K - $24.2K
|
26.3K
$3.57M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 26.08% |
$21.7K - $23.3K
|
479
$65.1K
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-166- 9.4% |
$21.3K - $22.9K
|
1.6K
$217K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-161- 9.71% |
$20.7K - $22.2K
|
1.5K
$203K
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-159- 8.34% |
$20.4K - $22K
|
1.75K
$237K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-152- 1.08% |
$19.5K - $21K
|
13.9K
$1.89M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-151- 1.81% |
$19.4K - $20.9K
|
8.21K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-151- 4.57% |
$19.4K - $20.9K
|
3.15K
$428K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-150- 5.48% |
$19.3K - $20.7K
|
2.59K
$352K
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-150- 4.26% |
$19.3K - $20.7K
|
3.37K
$458K
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-149- 8.72% |
$19.2K - $20.6K
|
1.56K
$212K
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-142- 2.15% |
$18.3K - $19.6K
|
6.46K
$877K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-140- 4.73% |
$18K - $19.3K
|
2.82K
$383K
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 3.06% |
$17.7K - $19.1K
|
4.37K
$593K
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-132- 3.64% |
$17K - $18.2K
|
3.5K
$475K
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-132- 5.47% |
$17K - $18.2K
|
2.28K
$310K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-130- 0.69% |
$16.7K - $18K
|
18.7K
$2.54M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-130- 2.54% |
$16.7K - $18K
|
4.98K
$677K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-127- 0.65% |
$16.3K - $17.5K
|
19.5K
$2.65M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-124- 1.55% |
$15.9K - $17.1K
|
7.88K
$1.07M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-121- 6.25% |
$15.6K - $16.7K
|
1.81K
$246K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-120- 2.3% |
$15.4K - $16.6K
|
5.09K
$692K
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-120- 6.63% |
$15.4K - $16.6K
|
1.69K
$230K
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-119- 0.6% |
$15.3K - $16.4K
|
19.7K
$2.68M
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-116- 1.67% |
$14.9K - $16K
|
6.84K
$929K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-113- 6.24% |
$14.5K - $15.6K
|
1.7K
$231K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-113- 55.39% |
$14.5K - $15.6K
|
91
$12.4K
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-112- 0.21% |
$14.4K - $15.5K
|
52.8K
$7.17M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-110- 0.32% |
$14.1K - $15.2K
|
33.8K
$4.59M
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-108- 6.22% |
$13.9K - $14.9K
|
1.63K
$221K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-105- 0.94% |
$13.5K - $14.5K
|
11K
$1.5M
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-105- 1.41% |
$13.5K - $14.5K
|
7.34K
$997K
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-104- 5.19% |
$13.4K - $14.4K
|
1.9K
$258K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-103- 5.38% |
$13.2K - $14.2K
|
1.81K
$246K
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-100- 3.77% |
$12.9K - $13.8K
|
2.56K
$347K
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 2.08% |
$12.9K - $13.8K
|
4.72K
$641K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-100- 3.57% |
$12.9K - $13.8K
|
2.7K
$367K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-99- 11.79% |
$12.7K - $13.7K
|
741
$101K
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-91- 0.77% |
$11.7K - $12.6K
|
11.7K
$1.59M
|