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 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-298- 4.9% |
$32.3K - $35.5K
|
5.79K
$814K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-280- 1.17% |
$30.4K - $33.4K
|
23.6K
$3.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-254- 11.79% |
$27.6K - $30.3K
|
1.9K
$267K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-249- 9.11% |
$27K - $29.7K
|
2.48K
$349K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-245- 6.13% |
$26.6K - $29.2K
|
3.75K
$528K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-171- 50.89% |
$18.6K - $20.4K
|
165
$23.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 4.05% |
$13.6K - $14.9K
|
2.96K
$416K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-110- 73.83% |
$11.9K - $13.1K
|
39
$5.48K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-110- 73.83% |
$11.9K - $13.1K
|
39
$5.48K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-107- 0.38% |
$11.6K - $12.8K
|
28.3K
$3.98M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-80- 3.47% |
$8.68K - $9.54K
|
2.22K
$313K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-75- 13.04% |
$8.14K - $8.95K
|
500
$70.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 2.29% |
$5.43K - $5.96K
|
2.13K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-47- 10.61% |
$5.1K - $5.61K
|
396
$55.7K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-32- 0.52% |
$3.47K - $3.82K
|
6.15K
$865K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-34.2K- 93.64% |
$3.79M - $4.33M
|
2.33K
$327K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31.9K- 36.48% |
$3.53M - $4.03M
|
55.5K
$7.81M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.19K- 6.17% |
$353K - $403K
|
48.5K
$6.82M
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.65KClosed |
$293K - $335K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-790- 1.19% |
$87.4K - $99.8K
|
65.4K
$9.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-782- 8.54% |
$86.6K - $98.8K
|
8.37K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-663- 27.71% |
$73.4K - $83.8K
|
1.73K
$243K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-595- 2.28% |
$65.9K - $75.2K
|
25.6K
$3.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-357- 66.73% |
$39.5K - $45.1K
|
178
$25K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-327- 9.27% |
$36.2K - $41.3K
|
3.2K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-200- 32.63% |
$22.1K - $25.3K
|
413
$58.1K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-175- 2.83% |
$19.4K - $22.1K
|
6K
$844K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-150- 7.32% |
$16.6K - $19K
|
1.9K
$267K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-137- 5.71% |
$15.2K - $17.3K
|
2.26K
$318K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-123- 0.76% |
$13.6K - $15.5K
|
16.1K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-102- 4.09% |
$11.3K - $12.9K
|
2.39K
$336K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-91- 14.22% |
$10.1K - $11.5K
|
549
$77.2K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 30.71% |
$8.63K - $9.86K
|
176
$24.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-34- 0.4% |
$3.76K - $4.3K
|
8.51K
$1.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-32- 1.63% |
$3.54K - $4.04K
|
1.93K
$271K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-30- 0.1% |
$3.32K - $3.79K
|
29.3K
$4.12M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-17- 0.19% |
$1.88K - $2.15K
|
8.97K
$1.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4- 0.06% |
$443 - $506
|
6.72K
$944K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-850K- 99.17% |
$91.2M - $107M
|
7.1K
$999K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-6.61K- 65.61% |
$710K - $830K
|
3.47K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.1K- 40.48% |
$333K - $389K
|
4.56K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.72K- 95.71% |
$292K - $342K
|
122
$17.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.76K- 67.73% |
$189K - $221K
|
839
$118K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.66KClosed |
$178K - $208K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-889Closed |
$95.5K - $112K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-414- 54.98% |
$44.5K - $52K
|
339
$47.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-361- 3.35% |
$38.8K - $45.3K
|
10.4K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-300- 11.61% |
$32.2K - $37.7K
|
2.29K
$321K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-254- 46.01% |
$27.3K - $31.9K
|
298
$41.9K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-180- 25.35% |
$19.3K - $22.6K
|
530
$74.5K
|
|