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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-499- 12.61% |
$64.6K - $71.6K
|
3.46K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-497- 41.31% |
$64.4K - $71.3K
|
706
$88.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-497- 0.56% |
$64.4K - $71.3K
|
87.5K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-489- 18.86% |
$63.3K - $70.1K
|
2.1K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-480- 4.41% |
$62.2K - $68.8K
|
10.4K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-440- 6.45% |
$57K - $63.1K
|
6.38K
$803K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-433- 2.42% |
$56.1K - $62.1K
|
17.4K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-428- 17.36% |
$55.4K - $61.4K
|
2.04K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-420- 8.82% |
$54.4K - $60.2K
|
4.34K
$546K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-417- 8.64% |
$54K - $59.8K
|
4.41K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-414- 13.48% |
$53.6K - $59.4K
|
2.66K
$335K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-391- 3.32% |
$50.7K - $56.1K
|
11.4K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-375- 5.56% |
$48.6K - $53.8K
|
6.37K
$801K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-370- 4.27% |
$47.9K - $53.1K
|
8.3K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-369- 1.94% |
$47.8K - $52.9K
|
18.6K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-365- 6.03% |
$47.3K - $52.3K
|
5.69K
$716K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-364- 4.87% |
$47.2K - $52.2K
|
7.11K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-363- 1.08% |
$47K - $52.1K
|
33.1K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-352- 2.97% |
$45.6K - $50.5K
|
11.5K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-350- 18.26% |
$45.3K - $50.2K
|
1.57K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-345- 1.82% |
$44.7K - $49.5K
|
18.6K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-341- 0.92% |
$44.2K - $48.9K
|
36.8K
$4.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-340- 4.82% |
$44K - $48.8K
|
6.71K
$845K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-338- 5.72% |
$43.8K - $48.5K
|
5.57K
$701K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-336- 12.98% |
$43.5K - $48.2K
|
2.25K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-331- 59.32% |
$42.9K - $47.5K
|
227
$28.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-328- 2.14% |
$42.5K - $47K
|
15K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-321- 31.2% |
$41.6K - $46K
|
708
$89.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-321- 2.86% |
$41.6K - $46K
|
10.9K
$1.37M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-316- 6.56% |
$40.9K - $45.3K
|
4.5K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-310- 1.59% |
$40.2K - $44.5K
|
19.2K
$2.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-300- 4.31% |
$38.9K - $43K
|
6.66K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 12.24% |
$38.9K - $43K
|
2.15K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-300- 4.44% |
$38.9K - $43K
|
6.46K
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-297- 5.02% |
$38.5K - $42.6K
|
5.61K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-296- 1.82% |
$38.3K - $42.4K
|
16K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-295- 7.52% |
$38.2K - $42.3K
|
3.63K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-286- 10.73% |
$37.1K - $41K
|
2.38K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-282- 1.94% |
$36.5K - $40.4K
|
14.3K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 11.38% |
$36.4K - $40.3K
|
2.19K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-280- 12.26% |
$36.3K - $40.2K
|
2K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-280- 3.42% |
$36.3K - $40.2K
|
7.9K
$994K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-278- 11.78% |
$36K - $39.9K
|
2.08K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-277- 1.63% |
$35.9K - $39.7K
|
16.7K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-268- 5.67% |
$34.7K - $38.4K
|
4.46K
$561K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-255- 11.88% |
$33K - $36.6K
|
1.89K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-251- 3.86% |
$32.5K - $36K
|
6.25K
$786K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-248- 1.05% |
$32.1K - $35.6K
|
23.4K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-236- 0.75% |
$30.6K - $33.8K
|
31.1K
$3.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-235- 1.38% |
$30.4K - $33.7K
|
16.8K
$2.11M
|