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 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-62.1K- 86.58% |
$6.74M - $7.41M
|
9.62K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-23.6K- 92.25% |
$2.56M - $2.81M
|
1.98K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21K- 85.89% |
$2.28M - $2.51M
|
3.46K
$456K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9.96K- 42.98% |
$1.08M - $1.19M
|
13.2K
$1.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.96K- 42.98% |
$1.08M - $1.19M
|
13.2K
$1.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-6.53K- 28.61% |
$709K - $779K
|
16.3K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-5.15K- 36.12% |
$558K - $614K
|
9.1K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 91.47% |
$349K - $384K
|
300
$39.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.81K- 58.74% |
$305K - $335K
|
1.97K
$260K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.7K- 50.28% |
$293K - $322K
|
2.67K
$352K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-2.69K- 56.1% |
$292K - $321K
|
2.11K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.19K- 53.78% |
$237K - $261K
|
1.88K
$248K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.12KClosed |
$230K - $253K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.69K- 43.26% |
$184K - $202K
|
2.22K
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.12K- 38.71% |
$122K - $134K
|
1.77K
$234K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-920- 53.96% |
$99.8K - $110K
|
785
$104K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-774- 30.4% |
$84K - $92.3K
|
1.77K
$234K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-737- 1.14% |
$80K - $87.9K
|
63.9K
$8.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-607- 12.52% |
$65.9K - $72.4K
|
4.24K
$560K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-562- 6.63% |
$61K - $67K
|
7.91K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-389- 4.04% |
$42.2K - $46.4K
|
9.24K
$1.22M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-364- 1.93% |
$39.5K - $43.4K
|
18.5K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-298- 4.9% |
$32.3K - $35.5K
|
5.79K
$763K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-280- 1.17% |
$30.4K - $33.4K
|
23.6K
$3.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-254- 11.79% |
$27.6K - $30.3K
|
1.9K
$251K
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-250- 11.19% |
$27.1K - $29.8K
|
1.98K
$262K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-249- 9.11% |
$27K - $29.7K
|
2.48K
$328K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-245- 6.13% |
$26.6K - $29.2K
|
3.75K
$495K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-171- 50.89% |
$18.6K - $20.4K
|
165
$21.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-160- 0.48% |
$17.4K - $19.1K
|
33K
$4.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 4.05% |
$13.6K - $14.9K
|
2.96K
$391K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-110- 73.83% |
$11.9K - $13.1K
|
39
$5.15K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-110- 73.83% |
$11.9K - $13.1K
|
39
$5.15K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-107- 0.38% |
$11.6K - $12.8K
|
28.3K
$3.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 5.06% |
$10.9K - $11.9K
|
1.88K
$247K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-80- 3.47% |
$8.68K - $9.54K
|
2.22K
$293K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-75- 13.04% |
$8.14K - $8.95K
|
500
$66K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 2.29% |
$5.43K - $5.96K
|
2.13K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-47- 10.61% |
$5.1K - $5.61K
|
396
$52.3K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-32- 0.52% |
$3.47K - $3.82K
|
6.15K
$812K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 1.13% |
$1.84K - $2.03K
|
1.49K
$197K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-34.2K- 93.64% |
$3.79M - $4.33M
|
2.33K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31.9K- 36.48% |
$3.53M - $4.03M
|
55.5K
$7.33M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.19K- 6.17% |
$353K - $403K
|
48.5K
$6.4M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-790- 1.19% |
$87.4K - $99.8K
|
65.4K
$8.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-782- 8.54% |
$86.6K - $98.8K
|
8.37K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-663- 27.71% |
$73.4K - $83.8K
|
1.73K
$228K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-595- 2.28% |
$65.9K - $75.2K
|
25.6K
$3.37M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-499- 11.0% |
$55.2K - $63.1K
|
4.04K
$533K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-357- 66.73% |
$39.5K - $45.1K
|
178
$23.5K
|
|