Latest Institutional Transactions on Ishares Tr (IDV)
This table provides information on the latest institutional transactions involving Ishares Tr (IDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-755- 2.23% |
$21K - $26.3K
|
33.1K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$337K - $423K
|
12.1K
$432K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
124KNew |
$3.45M - $4.33M
|
124K
$4.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
174K+ 66.92% |
$4.82M - $6.05M
|
433K
$15.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6.26KNew |
$174K - $218K
|
6.26K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.74K+ 4.51% |
$48.5K - $60.8K
|
40.4K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-750- 9.09% |
$20.8K - $26.1K
|
7.5K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
252+ 1.38% |
$7K - $8.78K
|
18.5K
$660K
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
BUY
|
- |
7.17KNew |
$199K - $250K
|
7.17K
$255K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31.9K+ 33.76% |
$887K - $1.11M
|
126K
$4.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 0.4% |
$889 - $1.11K
|
8.03K
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.3K+ 52.3% |
$343K - $430K
|
36K
$1.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 2.07% |
$167 - $209
|
296
$10.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$733K - $919K
|
26.4K
$938K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
547New |
$15.2K - $19.1K
|
547
$19.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-932- 1.8% |
$25.9K - $32.5K
|
50.8K
$1.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14+ 0.13% |
$389 - $488
|
11.1K
$393K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-14.6K- 32.61% |
$406K - $509K
|
30.2K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
58+ 0.51% |
$1.61K - $2.02K
|
11.4K
$406K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-598- 3.52% |
$16.6K - $20.8K
|
16.4K
$583K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.73K- 15.32% |
$47.9K - $60.1K
|
9.54K
$339K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.98K- 9.86% |
$54.9K - $68.9K
|
18.1K
$643K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.56K- 17.05% |
$127K - $159K
|
22.2K
$790K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
6.22KNew |
$173K - $217K
|
6.22K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
193K+ 11.16% |
$5.36M - $6.71M
|
1.92M
$68.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
848+ 9.0% |
$23.6K - $29.5K
|
10.3K
$365K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
66+ 0.89% |
$1.83K - $2.3K
|
7.49K
$266K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.18K+ 13.08% |
$116K - $146K
|
36.1K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.81K+ 9.11% |
$78.1K - $97.9K
|
33.6K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-354- 46.95% |
$9.84K - $12.3K
|
400
$14.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6.33KNew |
$176K - $220K
|
6.33K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
45.2K+ 124.45% |
$1.26M - $1.58M
|
81.6K
$2.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-77- 81.91% |
$2.14K - $2.68K
|
17
$605
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.91K+ 25.26% |
$136K - $171K
|
24.3K
$866K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-547- 2.3% |
$15.2K - $19.1K
|
23.2K
$826K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
384+ 3.86% |
$10.7K - $13.4K
|
10.3K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.1KNew |
$670K - $841K
|
24.1K
$858K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 30.07% |
$302K - $379K
|
25.3K
$900K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
108+ 1.6% |
$3K - $3.76K
|
6.85K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
69.5K+ 19.51% |
$1.93M - $2.42M
|
426K
$15.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.4K+ 27.12% |
$66.7K - $83.6K
|
11.3K
$400K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
6.35KNew |
$177K - $221K
|
6.35K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 2.05% |
$13.9K - $17.4K
|
23.9K
$848K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-973- 2.93% |
$27K - $33.9K
|
32.2K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-144K- 64.15% |
$3.99M - $5M
|
80.3K
$2.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
26+ 0.34% |
$723 - $906
|
7.68K
$273K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.69KNew |
$46.9K - $58.8K
|
1.69K
$60.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.1KNew |
$30.6K - $38.3K
|
1.1K
$39.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.87K+ 7.7% |
$135K - $169K
|
68.1K
$2.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-24.9K- 10.88% |
$693K - $868K
|
204K
$7.26M
|