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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-121- 0.97% |
$3.27K - $3.62K
|
12.4K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.6K- 32.55% |
$97.3K - $108K
|
7.46K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
73+ 0.27% |
$1.97K - $2.18K
|
27.1K
$965K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-475- 86.36% |
$12.8K - $14.2K
|
75
$2.67K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.23KNew |
$195K - $216K
|
7.23K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
19.4KNew |
$523K - $579K
|
19.4K
$689K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300New |
$8.11K - $8.98K
|
300
$10.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-410- 17.01% |
$11.1K - $12.3K
|
2K
$71.1K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
302New |
$8.34K - $9.25K
|
302
$10.7K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-13.1K- 96.04% |
$363K - $403K
|
541
$19.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
786+ 165.47% |
$21.7K - $24.1K
|
1.26K
$44.9K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7.36KNew |
$203K - $225K
|
7.36K
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.4KNew |
$38.6K - $42.8K
|
1.4K
$49.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2- 0.02% |
$55.2 - $61.3
|
9.38K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7.19KNew |
$199K - $220K
|
7.19K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-184- 0.35% |
$5.08K - $5.64K
|
53K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-958- 22.09% |
$26.5K - $29.4K
|
3.38K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.22KNew |
$255K - $282K
|
9.22K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 2.55% |
$138 - $153
|
201
$7.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
12.6KNew |
$348K - $386K
|
12.6K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12.6KNew |
$349K - $387K
|
12.6K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
7.3KNew |
$202K - $224K
|
7.3K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.05KNew |
$195K - $216K
|
7.05K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
397New |
$11K - $12.2K
|
397
$14.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26+ 185.71% |
$718 - $797
|
40
$1.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.03K- 29.16% |
$83.8K - $93K
|
7.37K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
813+ 1.26% |
$22.5K - $24.9K
|
65.4K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.1KNew |
$196K - $218K
|
7.1K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-85- 9.26% |
$2.35K - $2.6K
|
833
$29.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$13.8K - $15.3K
|
500
$17.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.5KNew |
$41.5K - $46.1K
|
1.5K
$53.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
427New |
$11.8K - $13.1K
|
427
$15.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.95KNew |
$192K - $213K
|
6.95K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
14New |
$387 - $429
|
14
$498
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.7KNew |
$406K - $450K
|
14.7K
$522K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5+ 0.06% |
$138 - $153
|
9.01K
$321K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.23KNew |
$61.7K - $68.4K
|
2.23K
$79.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-166- 8.16% |
$4.58K - $5.09K
|
1.87K
$66.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-137- 1.18% |
$3.78K - $4.2K
|
11.4K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
410New |
$11.3K - $12.6K
|
410
$14.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
18.9KNew |
$523K - $580K
|
18.9K
$674K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7KNew |
$193K - $214K
|
7K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.41K- 16.52% |
$38.8K - $43.1K
|
7.11K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.26K- 15.05% |
$34.8K - $38.6K
|
7.11K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.16KNew |
$59.8K - $66.3K
|
2.16K
$77K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.72K+ 1.85% |
$213K - $236K
|
426K
$15.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.9K- 7.55% |
$1.66M - $1.84M
|
735K
$26.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.13KNew |
$197K - $218K
|
7.13K
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.11KNew |
$196K - $218K
|
7.11K
$253K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.99K- 21.64% |
$110K - $122K
|
14.5K
$514K
|
|