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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-85- 9.26% |
$2.35K - $2.6K
|
833
$28.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$13.8K - $15.3K
|
500
$16.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.5KNew |
$41.5K - $46.1K
|
1.5K
$50.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
427New |
$11.8K - $13.1K
|
427
$14.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.95KNew |
$192K - $213K
|
6.95K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
14New |
$387 - $429
|
14
$474
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.7KNew |
$406K - $450K
|
14.7K
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5+ 0.06% |
$138 - $153
|
9.01K
$305K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.23KNew |
$61.7K - $68.4K
|
2.23K
$75.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-166- 8.16% |
$4.58K - $5.09K
|
1.87K
$63.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-137- 1.18% |
$3.78K - $4.2K
|
11.4K
$387K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
410New |
$11.3K - $12.6K
|
410
$13.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
18.9KNew |
$523K - $580K
|
18.9K
$641K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7KNew |
$193K - $214K
|
7K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.41K- 16.52% |
$38.8K - $43.1K
|
7.11K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.26K- 15.05% |
$34.8K - $38.6K
|
7.11K
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.16KNew |
$59.8K - $66.3K
|
2.16K
$73.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.72K+ 1.85% |
$213K - $236K
|
426K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.9K- 7.55% |
$1.66M - $1.84M
|
735K
$24.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.13KNew |
$197K - $218K
|
7.13K
$241K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.11KNew |
$196K - $218K
|
7.11K
$240K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.99K- 21.64% |
$110K - $122K
|
14.5K
$489K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
$312K - $347K
|
11.3K
$383K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-806- 55.4% |
$22.3K - $24.7K
|
649
$22K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.75KNew |
$159K - $176K
|
5.75K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-65- 0.9% |
$1.8K - $1.99K
|
7.18K
$243K
|
|
| Q2 2024 | |||||||
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.21K- 48.98% |
$86.5K - $96.6K
|
3.34K
$113K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$33.8
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.37KNew |
$145K - $162K
|
5.37K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-19.2K- 93.18% |
$517K - $577K
|
1.4K
$47.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-81- 5.03% |
$2.18K - $2.44K
|
1.53K
$51.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29.7KNew |
$800K - $894K
|
29.7K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-34.7K- 38.37% |
$934K - $1.04M
|
55.7K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-150Closed |
$4.04K - $4.52K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-824- 93.53% |
$22.2K - $24.8K
|
57
$1.93K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
210New |
$5.66K - $6.32K
|
210
$7.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-495K- 61.09% |
$13.3M - $14.9M
|
315K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
348+ 124.29% |
$9.38K - $10.5K
|
628
$21.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-154- 1.06% |
$4.15K - $4.64K
|
14.3K
$486K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 9.41% |
$5.39K - $6.02K
|
1.93K
$65.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$402K - $449K
|
14.9K
$505K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 7.25% |
$33.7K - $37.7K
|
18.5K
$626K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
90New |
$2.42K - $2.71K
|
90
$3.05K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
97.8KNew |
$2.63M - $2.94M
|
97.8K
$3.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
339New |
$9.13K - $10.2K
|
339
$11.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
78+ 1.09% |
$2.1K - $2.35K
|
7.24K
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
183+ 0.14% |
$4.93K - $5.51K
|
131K
$4.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
11New |
$296 - $331
|
11
$372
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$26.9K - $30.1K
|
1K
$33.8K
|
|