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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-474- 0.81% |
$13.2K - $16.5K
|
57.9K
$2.14M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
139K+ 26.24% |
$3.87M - $4.86M
|
671K
$24.8M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.28KNew |
$91.2K - $114K
|
3.28K
$121K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
757K+ 594.88% |
$21M - $26.4M
|
884K
$32.7M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-712- 10.58% |
$19.8K - $24.8K
|
6.02K
$223K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.55K+ 2.12% |
$43K - $54K
|
74.6K
$2.76M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-402- 7.39% |
$11.2K - $14K
|
5.04K
$186K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
16.3K+ 135.12% |
$453K - $568K
|
28.4K
$1.05M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.48K- 35.61% |
$96.7K - $121K
|
6.29K
$233K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15.6K- 21.03% |
$434K - $544K
|
58.6K
$2.17M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35+ 0.87% |
$973 - $1.22K
|
4.06K
$150K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 0.46% |
$584 - $732
|
4.59K
$170K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
14.1KNew |
$392K - $492K
|
14.1K
$522K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.5K+ 0.84% |
$1.62M - $2.04M
|
7.02M
$259M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.6K+ 18.25% |
$712K - $892K
|
166K
$6.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.6K+ 9.93% |
$44.5K - $55.7K
|
17.7K
$655K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
910+ 5.8% |
$25.3K - $31.7K
|
16.6K
$614K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.08K- 17.38% |
$113K - $142K
|
19.4K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
41.9K+ 23.56% |
$1.16M - $1.46M
|
220K
$8.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-29.2K- 42.96% |
$813K - $1.02M
|
38.8K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
4.29K+ 46.54% |
$119K - $150K
|
13.5K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
220KNew |
$6.11M - $7.66M
|
220K
$8.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
152K+ 5.65% |
$4.22M - $5.29M
|
2.83M
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 2.01% |
$40.7K - $51.1K
|
71.4K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.5K+ 41.72% |
$1.63M - $2.04M
|
199K
$7.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.9K- 1.54% |
$52.7K - $66.1K
|
121K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.17KNew |
$60.4K - $75.7K
|
2.17K
$80.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07M+ 39.67% |
$29.7M - $37.2M
|
3.76M
$139M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.89K+ 1.6% |
$108K - $135K
|
247K
$9.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.4K- 2.57% |
$39K - $48.8K
|
53.2K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.98K- 2.67% |
$55.1K - $69K
|
72.2K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 42.01% |
$304K - $381K
|
15.1K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.46K- 1.73% |
$68.2K - $85.5K
|
139K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.7K+ 1.12% |
$1.21M - $1.52M
|
3.95M
$146M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49K+ 654.53% |
$1.36M - $1.71M
|
56.5K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-600- 1.63% |
$16.7K - $20.9K
|
36.2K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
180K+ 31.28% |
$5.01M - $6.28M
|
756K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-41.5K- 3.85% |
$1.15M - $1.45M
|
1.04M
$38.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147New |
$4.09K - $5.12K
|
147
$5.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.93K- 6.82% |
$248K - $311K
|
122K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.7M+ 15.84% |
$47.2M - $59.1M
|
12.4M
$459M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
176+ 1.0% |
$4.89K - $6.13K
|
17.7K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-12.9K- 3.11% |
$357K - $448K
|
400K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
63New |
$1.75K - $2.19K
|
63
$2.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
543+ 66.87% |
$15.1K - $18.9K
|
1.36K
$50.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.7KNew |
$242K - $303K
|
8.7K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
246K+ 9.23% |
$6.83M - $8.56M
|
2.91M
$108M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-151- 14.59% |
$4.2K - $5.26K
|
884
$32.7K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.6K+ 7.23% |
$72.3K - $90.6K
|
38.6K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24+ 0.02% |
$667 - $836
|
96.7K
$3.58M
|