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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-175- 35.5% |
$20.7K - $23.6K
|
318
$44.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-161- 4.84% |
$19.1K - $21.7K
|
3.17K
$445K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 1.04% |
$18.9K - $21.6K
|
15.3K
$2.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-150- 6.95% |
$17.8K - $20.2K
|
2.01K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-143- 4.18% |
$16.9K - $19.3K
|
3.28K
$461K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-132- 6.19% |
$15.6K - $17.8K
|
2K
$281K
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-130- 0.97% |
$15.4K - $17.5K
|
13.3K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-125- 2.76% |
$14.8K - $16.9K
|
4.41K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-115- 6.65% |
$13.6K - $15.5K
|
1.61K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-115- 5.83% |
$13.6K - $15.5K
|
1.86K
$261K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 3.75% |
$11.8K - $13.5K
|
2.57K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 1.03% |
$11.8K - $13.5K
|
9.62K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 2.63% |
$11.8K - $13.5K
|
3.71K
$521K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-99- 1.04% |
$11.7K - $13.4K
|
9.4K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-94- 3.35% |
$11.1K - $12.7K
|
2.71K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-62- 1.08% |
$7.34K - $8.36K
|
5.67K
$798K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50- 10.37% |
$5.92K - $6.74K
|
432
$60.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-46- 1.63% |
$5.45K - $6.2K
|
2.78K
$391K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-39- 0.29% |
$4.62K - $5.26K
|
13.2K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-35- 2.03% |
$4.14K - $4.72K
|
1.69K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-33- 0.73% |
$3.91K - $4.45K
|
4.48K
$630K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-31- 11.11% |
$3.67K - $4.18K
|
248
$34.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-30- 16.48% |
$3.55K - $4.05K
|
152
$21.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-25- 1.2% |
$2.96K - $3.37K
|
2.06K
$290K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-20- 0.71% |
$2.37K - $2.7K
|
2.8K
$394K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-16- 0.24% |
$1.89K - $2.16K
|
6.65K
$935K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.61% |
$1.78K - $2.02K
|
2.46K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-15- 2.62% |
$1.78K - $2.02K
|
557
$78.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12- 0.15% |
$1.42K - $1.62K
|
7.96K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-12- 0.62% |
$1.42K - $1.62K
|
1.92K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.78% |
$1.18K - $1.35K
|
1.27K
$179K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.07K - $1.21K
|
5.11K
$718K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.25% |
$118 - $135
|
397
$55.8K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-40K- 50.0% |
$5.14M - $5.52M
|
40K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-24.6K- 94.06% |
$3.16M - $3.39M
|
1.55K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.6K- 44.86% |
$3.03M - $3.26M
|
29K
$4.07M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 58.75% |
$675K - $724K
|
3.68K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.02K- 92.55% |
$516K - $554K
|
323
$45.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.41K- 15.45% |
$438K - $471K
|
18.7K
$2.62M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.75K- 52.03% |
$225K - $241K
|
1.61K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.68K- 7.65% |
$216K - $232K
|
20.3K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-921- 11.66% |
$118K - $127K
|
6.98K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-812- 23.36% |
$104K - $112K
|
2.66K
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-769- 24.67% |
$98.9K - $106K
|
2.35K
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-700- 13.58% |
$90K - $96.7K
|
4.46K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-687- 7.79% |
$88.3K - $94.9K
|
8.14K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-665- 4.42% |
$85.5K - $91.8K
|
14.4K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-642- 15.88% |
$82.5K - $88.7K
|
3.4K
$478K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-639- 24.92% |
$82.2K - $88.2K
|
1.93K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-600- 25.96% |
$77.1K - $82.9K
|
1.71K
$241K
|
|