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 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-570- 25.65% |
$73.3K - $78.7K
|
1.65K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-560- 51.66% |
$72K - $77.3K
|
524
$73.7K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-542- 1.5% |
$69.7K - $74.9K
|
35.5K
$4.99M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-525- 5.69% |
$67.5K - $72.5K
|
8.7K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-510- 16.45% |
$65.6K - $70.4K
|
2.59K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 4.25% |
$64.3K - $69.1K
|
11.3K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-500- 12.66% |
$64.3K - $69.1K
|
3.45K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-373- 14.75% |
$48K - $51.5K
|
2.16K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-350- 7.69% |
$45K - $48.3K
|
4.2K
$591K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-341- 66.73% |
$43.8K - $47.1K
|
170
$23.9K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 13.95% |
$38.6K - $41.4K
|
1.85K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-299- 3.98% |
$38.4K - $41.3K
|
7.21K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-281- 12.13% |
$36.1K - $38.8K
|
2.04K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-261- 6.17% |
$33.6K - $36K
|
3.97K
$559K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-256- 18.18% |
$32.9K - $35.4K
|
1.15K
$162K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-196- 11.12% |
$25.2K - $27.1K
|
1.57K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-175- 4.88% |
$22.5K - $24.2K
|
3.41K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-175- 9.62% |
$22.5K - $24.2K
|
1.65K
$231K
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-166- 9.4% |
$21.3K - $22.9K
|
1.6K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-159- 8.34% |
$20.4K - $22K
|
1.75K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-150- 5.48% |
$19.3K - $20.7K
|
2.59K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 3.06% |
$17.7K - $19.1K
|
4.37K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-132- 3.64% |
$17K - $18.2K
|
3.5K
$492K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-130- 2.54% |
$16.7K - $18K
|
4.98K
$701K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-120- 6.63% |
$15.4K - $16.6K
|
1.69K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-113- 55.39% |
$14.5K - $15.6K
|
91
$12.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-108- 6.22% |
$13.9K - $14.9K
|
1.63K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-104- 5.19% |
$13.4K - $14.4K
|
1.9K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-100- 3.57% |
$12.9K - $13.8K
|
2.7K
$380K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-90- 2.16% |
$11.6K - $12.4K
|
4.08K
$574K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-79- 16.88% |
$10.2K - $10.9K
|
389
$54.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-64- 3.37% |
$8.23K - $8.84K
|
1.84K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-50- 33.33% |
$6.43K - $6.91K
|
100
$14.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 2.98% |
$6.43K - $6.91K
|
1.63K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-45- 2.05% |
$5.79K - $6.21K
|
2.15K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-39- 2.21% |
$5.01K - $5.39K
|
1.73K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-38- 1.31% |
$4.89K - $5.25K
|
2.87K
$403K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-30- 1.47% |
$3.86K - $4.14K
|
2.01K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-25- 1.54% |
$3.21K - $3.45K
|
1.6K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-25- 1.05% |
$3.21K - $3.45K
|
2.36K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-20- 1.38% |
$2.57K - $2.76K
|
1.43K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-20- 0.7% |
$2.57K - $2.76K
|
2.84K
$400K
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.3K- 99.16% |
$1.46M - $1.62M
|
95
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.35K- 46.35% |
$952K - $1.05M
|
8.5K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-4.8K- 65.0% |
$621K - $688K
|
2.58K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 13.55% |
$372K - $412K
|
18.3K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.32K- 41.87% |
$300K - $333K
|
3.22K
$453K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.9K- 11.14% |
$246K - $273K
|
15.2K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.17K- 36.63% |
$152K - $168K
|
2.03K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 48.16% |
$132K - $147K
|
1.1K
$155K
|
|