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 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-533- 33.33% |
$61.7K - $67K
|
1.07K
$141K
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-500- 15.58% |
$57.9K - $62.9K
|
2.71K
$358K
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-489- 7.14% |
$56.6K - $61.5K
|
6.36K
$839K
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-488- 5.74% |
$56.5K - $61.4K
|
8.01K
$1.06M
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-469- 12.37% |
$54.3K - $59K
|
3.32K
$438K
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-456- 4.29% |
$52.8K - $57.3K
|
10.2K
$1.34M
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-442- 4.45% |
$51.2K - $55.6K
|
9.5K
$1.25M
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-434- 8.84% |
$50.2K - $54.6K
|
4.48K
$591K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-432- 3.8% |
$50K - $54.3K
|
10.9K
$1.44M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-356- 9.84% |
$41.2K - $44.8K
|
3.26K
$430K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-344- 74.14% |
$39.8K - $43.3K
|
120
$15.8K
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-300- 8.71% |
$34.7K - $37.7K
|
3.15K
$415K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-244- 12.04% |
$28.2K - $30.7K
|
1.78K
$235K
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-236- 3.66% |
$27.3K - $29.7K
|
6.21K
$819K
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-233- 6.02% |
$27K - $29.3K
|
3.64K
$480K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-214- 3.03% |
$24.8K - $26.9K
|
6.84K
$902K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-200- 2.07% |
$23.1K - $25.2K
|
9.47K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-195- 6.87% |
$22.6K - $24.5K
|
2.65K
$349K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-192- 10.3% |
$22.2K - $24.1K
|
1.67K
$221K
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-176- 2.79% |
$20.4K - $22.1K
|
6.14K
$810K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-175- 5.69% |
$20.3K - $22K
|
2.9K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-165- 2.65% |
$19.1K - $20.7K
|
6.05K
$798K
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-160- 5.86% |
$18.5K - $20.1K
|
2.57K
$339K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-160- 5.06% |
$18.5K - $20.1K
|
3K
$396K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 31.38% |
$17.4K - $18.9K
|
328
$43.3K
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-142- 1.55% |
$16.4K - $17.9K
|
9.04K
$1.19M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-138- 54.12% |
$16K - $17.4K
|
117
$15.4K
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-131- 2.06% |
$15.2K - $16.5K
|
6.23K
$822K
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-122- 4.51% |
$14.1K - $15.3K
|
2.58K
$341K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-117- 2.87% |
$13.5K - $14.7K
|
3.96K
$523K
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-102- 4.21% |
$11.8K - $12.8K
|
2.32K
$307K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-100- 8.7% |
$11.6K - $12.6K
|
1.05K
$139K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-75- 1.17% |
$8.68K - $9.43K
|
6.35K
$838K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 7.77% |
$8.68K - $9.43K
|
890
$117K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-66- 9.42% |
$7.64K - $8.3K
|
635
$83.8K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-54- 16.22% |
$6.25K - $6.79K
|
279
$36.8K
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-50- 1.96% |
$5.79K - $6.29K
|
2.5K
$330K
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 2.49% |
$5.79K - $6.29K
|
1.96K
$259K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-50- 0.39% |
$5.79K - $6.29K
|
12.7K
$1.67M
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-45- 1.57% |
$5.21K - $5.66K
|
2.82K
$372K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-45- 0.84% |
$5.21K - $5.66K
|
5.3K
$699K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 0.79% |
$4.63K - $5.03K
|
5.02K
$662K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-40- 1.45% |
$4.63K - $5.03K
|
2.71K
$358K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-38- 2.19% |
$4.4K - $4.78K
|
1.7K
$224K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-35- 3.33% |
$4.05K - $4.4K
|
1.02K
$134K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-35- 3.33% |
$4.05K - $4.4K
|
1.02K
$134K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-34- 2.87% |
$3.93K - $4.28K
|
1.15K
$152K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-32- 0.99% |
$3.7K - $4.02K
|
3.19K
$421K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-32- 0.26% |
$3.7K - $4.02K
|
12.3K
$1.62M
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-32- 1.01% |
$3.7K - $4.02K
|
3.13K
$412K
|