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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-900- 26.22% |
$117K - $129K
|
2.53K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-760- 29.02% |
$98.5K - $109K
|
1.86K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-350- 18.26% |
$45.3K - $50.2K
|
1.57K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-336- 12.98% |
$43.5K - $48.2K
|
2.25K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-331- 59.32% |
$42.9K - $47.5K
|
227
$31.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 11.38% |
$36.4K - $40.3K
|
2.19K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-278- 11.78% |
$36K - $39.9K
|
2.08K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-219- 5.42% |
$28.4K - $31.4K
|
3.82K
$537K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-175- 7.65% |
$22.7K - $25.1K
|
2.11K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.46% |
$17.1K - $18.9K
|
8.88K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-110- 6.65% |
$14.3K - $15.8K
|
1.54K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-107- 6.29% |
$13.9K - $15.3K
|
1.59K
$224K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-100- 4.0% |
$13K - $14.3K
|
2.4K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 5.08% |
$13K - $14.3K
|
1.87K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-90- 1.85% |
$11.7K - $12.9K
|
4.77K
$671K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-84- 2.29% |
$10.9K - $12K
|
3.59K
$505K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-80- 2.79% |
$10.4K - $11.5K
|
2.79K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 3.32% |
$9.72K - $10.8K
|
2.18K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-73- 4.38% |
$9.46K - $10.5K
|
1.59K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-55- 1.14% |
$7.13K - $7.89K
|
4.75K
$668K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-48- 32.0% |
$6.22K - $6.88K
|
102
$14.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-29- 1.18% |
$3.76K - $4.16K
|
2.43K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-12- 0.2% |
$1.55K - $1.72K
|
6.12K
$861K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-25.6K- 81.01% |
$3.07M - $3.47M
|
6K
$844K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-13.1K- 46.53% |
$1.57M - $1.78M
|
15.1K
$2.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.8K- 64.93% |
$455K - $515K
|
2.05K
$288K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.55K- 40.38% |
$306K - $346K
|
3.76K
$529K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.21K- 49.95% |
$265K - $300K
|
2.22K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-897- 1.48% |
$108K - $122K
|
59.5K
$8.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-850- 65.38% |
$102K - $115K
|
450
$63.3K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-769- 26.16% |
$92.3K - $104K
|
2.17K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-720- 0.1% |
$86.4K - $97.7K
|
718K
$101M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-700- 26.27% |
$84K - $95K
|
1.97K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-533- 21.41% |
$64K - $72.3K
|
1.96K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-450- 8.35% |
$54K - $61.1K
|
4.94K
$695K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-387- 1.66% |
$46.4K - $52.5K
|
23K
$3.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-268- 14.48% |
$32.2K - $36.4K
|
1.58K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-266- 83.65% |
$31.9K - $36.1K
|
52
$7.31K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-260- 14.77% |
$31.2K - $35.3K
|
1.5K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-236- 12.43% |
$28.3K - $32K
|
1.66K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-223- 7.29% |
$26.8K - $30.3K
|
2.84K
$399K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-189- 4.88% |
$22.7K - $25.7K
|
3.69K
$518K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-159- 29.89% |
$19.1K - $21.6K
|
373
$52.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 4.4% |
$13.2K - $14.9K
|
2.39K
$336K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-104- 4.32% |
$12.5K - $14.1K
|
2.31K
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 1.25% |
$12K - $13.6K
|
7.93K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-91- 3.27% |
$10.9K - $12.4K
|
2.69K
$379K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-80- 41.67% |
$9.6K - $10.9K
|
112
$15.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-60- 1.81% |
$7.2K - $8.14K
|
3.25K
$457K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-52- 0.79% |
$6.24K - $7.06K
|
6.5K
$914K
|
|