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
Aug 16, 2021 Q2 2021	Capital Advantage, Inc.	SELL	-	-2.19K Closed	$250K - $270K	0 $0
Jul 20, 2021 Q2 2021	Univest Financial Corp	SELL	-	-1.95K Closed	$222K - $240K	0 $0
Jul 13, 2021 Q2 2021	Rda Financial Network	SELL	-	-1.83K Closed	$209K - $225K	0 $0
Aug 06, 2021 Q2 2021	Stuart Chaussee & Associates, Inc.	SELL	-	-1.08K Closed	$123K - $132K	0 $0
Aug 13, 2021 Q2 2021	Loomis Sayles & CO L P	SELL	-	-925 Closed	$106K - $114K	0 $0
Aug 09, 2021 Q2 2021	Brand Asset Management Group, Inc.	SELL	-	-684 Closed	$78.1K - $84.2K	0 $0
Aug 02, 2021 Q2 2021	Regal Wealth Group, Inc.	SELL	-	-589 Closed	$67.2K - $72.5K	0 $0
Aug 12, 2021 Q2 2021	Cranbrook Wealth Management, LLC	SELL	-	-435 - 25.35%	$49.7K - $53.5K	1.28K $170K
Nov 09, 2023 Q2 2021	Brewin Dolphin Wealth Management LTD Conskleagh, Dublin, L2	SELL	-	-260 - 1.36%	$29.7K - $32K	18.9K $2.5M
Aug 16, 2021 Q2 2021	Wealthcare Capital Management LLC Richmond, VA	SELL	-	-178 Closed	$20.3K - $21.9K	0 $0
Aug 13, 2021 Q2 2021	Family Management Corp New York, NY	SELL	-	-100 - 43.29%	$11.4K - $12.3K	131 $17.4K
Jul 21, 2021 Q2 2021	Manchester Financial Inc	SELL	-	-50 Closed	$5.71K - $6.15K	0 $0
Q1 2021
Apr 27, 2021 Q1 2021	Meritage Portfolio Management	SELL	-	-45.2K Closed	$4.28M - $5.22M	0 $0
May 12, 2021 Q1 2021	Fca Corp Houston, TX	SELL	-	-33.7K Closed	$3.2M - $3.89M	0 $0
Apr 09, 2021 Q1 2021	Stolper CO	SELL	-	-18K Closed	$1.71M - $2.08M	0 $0
Apr 23, 2021 Q1 2021	Alpha Cubed Investments, LLC	SELL	-	-13.1K Closed	$1.24M - $1.52M	0 $0
Apr 26, 2021 Q1 2021	Rnc Capital Management LLC	SELL	-	-12.9K Closed	$1.22M - $1.49M	0 $0
May 10, 2021 Q1 2021	Checchi Capital Advisers, LLC Beverly Hills, CA	SELL	-	-7K Closed	$663K - $808K	0 $0
May 06, 2021 Q1 2021	Hourglass Capital, LLC	SELL	-	-4.15K Closed	$393K - $479K	0 $0
May 11, 2021 Q1 2021	Fiera Capital Corp Montreal, A8	SELL	-	-3.79K Closed	$359K - $438K	0 $0
May 14, 2021 Q1 2021	Asset Management One Co., Ltd.	SELL	-	-2.9K Closed	$275K - $335K	0 $0
Apr 30, 2021 Q1 2021	Granger Management LLC	SELL	-	-2.82K Closed	$267K - $325K	0 $0
Apr 20, 2021 Q1 2021	Lion Street Advisors, LLC	SELL	-	-2.42K Closed	$229K - $279K	0 $0
May 04, 2021 Q1 2021	Private Wealth Partners, LLC	SELL	-	-2.35K Closed	$223K - $271K	0 $0
Apr 26, 2021 Q1 2021	Gen Wealth Group, Inc.	SELL	-	-2.24K Closed	$212K - $258K	0 $0
May 13, 2021 Q1 2021	Payden & Rygel Los Angeles, CA	SELL	-	-1.5K Closed	$142K - $173K	0 $0
May 12, 2021 Q1 2021	Ropes Wealth Advisors LLC Boston, MA	SELL	-	-964 Closed	$91.3K - $111K	0 $0
May 17, 2021 Q1 2021	Capstone Triton Financial Group, LLC Oklahoma City, OK	SELL	-	-719 Closed	$68.1K - $83K	0 $0
May 11, 2021 Q1 2021	Covenant Partners, LLC	SELL	-	-565 Closed	$53.5K - $65.2K	0 $0
May 12, 2021 Q1 2021	Alpha Dna Investment Management LLC Columbia, MD	SELL	-	-500 Closed	$47.4K - $57.7K	0 $0
May 10, 2021 Q1 2021	Oder Investment Management, LLC Woodland Hills, CA	SELL	-	-449 Closed	$42.5K - $51.8K	0 $0
May 04, 2021 Q1 2021	Greenhouse Wealth Management, LLC	SELL	-	-261 Closed	$24.7K - $30.1K	0 $0
Apr 30, 2021 Q1 2021	Field & Main Bank	SELL	-	-260 Closed	$24.6K - $30K	0 $0
Apr 29, 2021 Q1 2021	Merrion Investment Management Co, LLC	SELL	-	-212 Closed	$20.1K - $24.5K	0 $0
Apr 27, 2021 Q1 2021	Baron Silver Stevens Financial Advisors, LLC	SELL	-	-212 Closed	$20.1K - $24.5K	0 $0
May 17, 2021 Q1 2021	Financial Gravity Asset Management, Inc.	SELL	-	-194 Closed	$18.4K - $22.4K	0 $0
May 07, 2021 Q1 2021	Kathmere Capital Management, LLC Wayne, PA	SELL	-	-150 Closed	$14.2K - $17.3K	0 $0
May 05, 2021 Q1 2021	Diversified, LLC	SELL	-	-118 Closed	$11.2K - $13.6K	0 $0
May 11, 2021 Q1 2021	Mark Sheptoff Financial Planning, LLC Glastonbury, CT	SELL	-	-100 - 50.0%	$9.48K - $11.5K	100 $13.3K
May 25, 2021 Q1 2021	Encompass Wealth Advisors, LLC	SELL	-	-50 Closed	$4.74K - $5.77K	0 $0
May 19, 2021 Q1 2021	Tru Independence Asset Management 2, LLC	SELL	-	-50 Closed	$4.74K - $5.77K	0 $0
May 05, 2021 Q1 2021	Bay Harbor Wealth Management, LLC	SELL	-	-14 Closed	$1.33K - $1.62K	0 $0
Apr 26, 2021 Q1 2021	Ballast Advisors LLC	SELL	-	-5 - 1.03%	$474 - $577	482 $63.9K
Q4 2020
Feb 12, 2021 Q4 2020	Myda Advisors LLC Inwood, NY	SELL	-	-40K Closed	$3.25M - $3.9M	0 $0
Feb 02, 2021 Q4 2020	Wespac Advisors, LLC	SELL	-	-23.8K Closed	$1.94M - $2.32M	0 $0
Feb 16, 2021 Q4 2020	Tiedemann Advisors, LLC	SELL	-	-6.95K Closed	$565K - $678K	0 $0
Feb 16, 2021 Q4 2020	Forest Hill Capital, LLC Little Rock, AR	SELL	-	-5.48K Closed	$446K - $535K	0 $0
Feb 01, 2021 Q4 2020	Alpine Woods Capital Investors, LLC	SELL	-	-5.35K Closed	$435K - $522K	0 $0
Jan 21, 2021 Q4 2020	Paragon Capital Management LLC Overland Park, KS	SELL	-	-2.68K Closed	$218K - $261K	0 $0
Feb 16, 2021 Q4 2020	Hemenway Trust CO LLC	SELL	-	-2.5K Closed	$203K - $244K	0 $0

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Latest Institutional Sells of Ishares Tr (DVY)

-2.19K

-1.95K

-1.83K

-1.08K

-925

-684

-589

-435

-260

-178

-100

-50

-45.2K

-33.7K

-18K

-13.1K

-12.9K

-7K

-4.15K

-3.79K

-2.9K

-2.82K

-2.42K

-2.35K

-2.24K

-1.5K

-964

-719

-565

-500

-449

-261

-260

-212

-212

-194

-150

-118

-100

-50

-50

-14

-5

-40K

-23.8K

-6.95K

-5.48K

-5.35K

-2.68K

-2.5K

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Institutional Portfolio Updates

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