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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.16K+ 0.83% |
$31.4K - $36.9K
|
141K
$4.75M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
120K+ 866.88% |
$3.24M - $3.81M
|
134K
$4.5M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-999- 8.48% |
$27K - $31.7K
|
10.8K
$362K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-275- 5.63% |
$7.43K - $8.72K
|
4.61K
$155K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-405- 6.93% |
$10.9K - $12.8K
|
5.44K
$183K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 0.12% |
$135 - $159
|
4.03K
$135K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-506- 6.49% |
$13.7K - $16K
|
7.29K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3+ 0.45% |
$81 - $95.1
|
666
$22.4K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-22.9K- 11.38% |
$617K - $724K
|
178K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.43K- 7.54% |
$38.6K - $45.3K
|
17.5K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.9K- 21.44% |
$78.3K - $91.9K
|
10.6K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
68.1KNew |
$1.84M - $2.16M
|
68.1K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-121K- 12.62% |
$3.27M - $3.84M
|
839K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-836- 1.11% |
$22.6K - $26.5K
|
74.2K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-698- 5.47% |
$18.8K - $22.1K
|
12.1K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-34.7K- 38.81% |
$936K - $1.1M
|
54.6K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.87K+ 20.27% |
$50.5K - $59.3K
|
11.1K
$373K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
106K+ 311.08% |
$2.87M - $3.37M
|
140K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$331K - $389K
|
12.3K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
825+ 7.27% |
$22.3K - $26.2K
|
12.2K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 1.45% |
$29K - $34K
|
72.9K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126K+ 1.18% |
$3.39M - $3.98M
|
10.7M
$360M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
366K+ 5.55% |
$9.88M - $11.6M
|
6.96M
$234M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-138- 0.35% |
$3.73K - $4.37K
|
38.8K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
6.74KNew |
$182K - $214K
|
6.74K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
39.2KNew |
$1.06M - $1.24M
|
39.2K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
941+ 8.68% |
$25.4K - $29.8K
|
11.8K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.65K+ 0.4% |
$44.5K - $52.2K
|
413K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-212K- 97.72% |
$5.72M - $6.72M
|
4.94K
$166K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.1K- 7.18% |
$462K - $543K
|
221K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 7.17% |
$2.16K - $2.54K
|
1.04K
$34.8K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.46K- 6.41% |
$66.5K - $78.1K
|
36K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
528+ 3.48% |
$14.3K - $16.7K
|
15.7K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 1.52% |
$30.2K - $35.5K
|
74.7K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
230+ 0.02% |
$6.21K - $7.29K
|
1.23M
$41.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
275K+ 53.64% |
$7.43M - $8.73M
|
789K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5+ 0.03% |
$135 - $159
|
15.6K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
8.78K+ 13.43% |
$237K - $278K
|
74.2K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
123K+ 4.85% |
$3.33M - $3.9M
|
2.66M
$89.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
508+ 0.58% |
$13.7K - $16.1K
|
87.6K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
25KNew |
$675K - $793K
|
25K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-141K- 11.58% |
$3.81M - $4.47M
|
1.08M
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.2K+ 7.74% |
$32.4K - $38K
|
16.7K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.7K+ 22.6% |
$720K - $845K
|
145K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
253KNew |
$6.82M - $8.01M
|
253K
$8.49M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7- 0.03% |
$189 - $222
|
21K
$705K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500+ 6.11% |
$13.5K - $15.9K
|
8.68K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-41- 0.28% |
$1.11K - $1.3K
|
14.5K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.89K+ 73.31% |
$186K - $218K
|
16.3K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.3K+ 217.46% |
$548K - $643K
|
29.6K
$995K
|