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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-13.1K- 96.04% |
$363K - $403K
|
541
$14.8K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.95K- 16.06% |
$109K - $121K
|
20.6K
$565K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18K- 18.01% |
$497K - $552K
|
82K
$2.25M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
43.7KNew |
$1.21M - $1.34M
|
43.7K
$1.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
7.28K+ 1.83% |
$201K - $223K
|
405K
$11.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.32K+ 2.28% |
$91.7K - $102K
|
149K
$4.09M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 0.85% |
$1.38K - $1.53K
|
5.96K
$163K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.67K+ 8.99% |
$46.2K - $51.3K
|
20.3K
$557K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
786+ 165.47% |
$21.7K - $24.1K
|
1.26K
$34.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.16K+ 1.14% |
$87.4K - $96.9K
|
280K
$7.69M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7.36KNew |
$203K - $225K
|
7.36K
$202K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.83K- 4.74% |
$161K - $179K
|
117K
$3.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-51.6K- 5.33% |
$1.42M - $1.58M
|
916K
$25.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.4KNew |
$38.6K - $42.8K
|
1.4K
$38.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
34+ 0.23% |
$939 - $1.04K
|
15.1K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14.8KNew |
$409K - $453K
|
14.8K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
137K+ 722.89% |
$3.8M - $4.21M
|
156K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.7KNew |
$793K - $880K
|
28.7K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.47K- 4.21% |
$95.9K - $106K
|
79K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-221K- 7.66% |
$6.1M - $6.77M
|
2.66M
$72.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.31K+ 3.76% |
$147K - $163K
|
146K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.4K+ 70.95% |
$1.17M - $1.3M
|
102K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 0.25% |
$442 - $490
|
6.37K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.6K- 55.4% |
$487K - $541K
|
14.2K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.15K+ 2.22% |
$115K - $127K
|
191K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
232+ 1.9% |
$6.41K - $7.11K
|
12.4K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.92K+ 11.15% |
$246K - $273K
|
89K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.2K+ 19.95% |
$1.91M - $2.12M
|
416K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.83K- 8.84% |
$161K - $179K
|
60.1K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.6K+ 14.07% |
$71.8K - $79.7K
|
21.1K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2- 0.02% |
$55.2 - $61.3
|
9.38K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73K+ 3.96% |
$47.9K - $53.1K
|
45.5K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.7K+ 12.56% |
$352K - $390K
|
114K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-209- 95.87% |
$5.77K - $6.4K
|
9
$247
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
122K+ 3.34% |
$3.36M - $3.73M
|
3.76M
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.8K- 4.19% |
$657K - $729K
|
543K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
124K+ 11.75% |
$3.42M - $3.8M
|
1.18M
$32.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7.19KNew |
$199K - $220K
|
7.19K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
44+ 1.28% |
$1.22K - $1.35K
|
3.49K
$95.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.8K- 0.52% |
$1.57M - $1.74M
|
10.8M
$295M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
220K+ 3.32% |
$6.08M - $6.75M
|
6.84M
$188M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
130+ 0.7% |
$3.59K - $3.98K
|
18.8K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.79K- 0.37% |
$105K - $116K
|
1.02M
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-439- 17.37% |
$12.1K - $13.5K
|
2.09K
$57.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-6.52K- 2.43% |
$180K - $200K
|
262K
$7.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-698- 0.43% |
$19.3K - $21.4K
|
161K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 5.21% |
$68.9K - $76.5K
|
45.4K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.6KNew |
$515K - $571K
|
18.6K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-184- 0.35% |
$5.08K - $5.64K
|
53K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-141K- 10.07% |
$3.89M - $4.31M
|
1.26M
$34.5M
|