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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
649New |
$17.5K - $19.5K
|
649
$22K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
355+ 3.13% |
$9.56K - $10.7K
|
11.7K
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-858- 9.9% |
$23.1K - $25.8K
|
7.81K
$264K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 10.5% |
$28.5K - $31.9K
|
11.1K
$377K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
160New |
$4.31K - $4.82K
|
160
$5.41K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$33.8
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.77KNew |
$263K - $294K
|
9.77K
$330K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
245New |
$6.6K - $7.37K
|
245
$8.29K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
378New |
$10.2K - $11.4K
|
378
$12.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.16K- 18.12% |
$31.2K - $34.9K
|
5.23K
$177K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.2% |
$1.54K - $1.72K
|
28.2K
$954K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19.1K- 67.15% |
$515K - $575K
|
9.35K
$316K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-127- 1.03% |
$3.42K - $3.82K
|
12.2K
$412K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.2K+ 100.0% |
$302K - $337K
|
22.4K
$758K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.65K+ 2650.0% |
$71.4K - $79.8K
|
2.75K
$93.1K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20Closed |
$539 - $602
|
0
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53.5K- 28.58% |
$1.44M - $1.61M
|
134K
$4.52M
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7+ 0.88% |
$189 - $197
|
807
$27.3K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.5KNew |
$229K - $239K
|
8.5K
$288K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.81K- 45.48% |
$48.6K - $50.8K
|
2.16K
$73.2K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.08K- 17.74% |
$56.1K - $58.5K
|
9.65K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
104+ 0.66% |
$2.8K - $2.93K
|
15.9K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
87New |
$2.34K - $2.45K
|
87
$2.94K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 15.35% |
$8.09K - $8.44K
|
1.65K
$56K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-36.8K- 72.65% |
$991K - $1.03M
|
13.8K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
29.2KNew |
$786K - $821K
|
29.2K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 43.76% |
$5.39K - $5.63K
|
257
$8.7K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- 1.69% |
$27 - $28.1
|
58
$1.96K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.51K- 47.51% |
$202K - $211K
|
8.29K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8K- 80.0% |
$216K - $225K
|
2K
$67.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.58K+ 2.95% |
$150K - $157K
|
195K
$6.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.9K+ 29.31% |
$699K - $729K
|
114K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$377 - $394
|
14
$474
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
300New |
$8.09K - $8.44K
|
300
$10.2K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16.3KNew |
$439K - $458K
|
16.3K
$551K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.93% |
$135 - $141
|
545
$18.4K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
74New |
$1.99K - $2.08K
|
74
$2.5K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-7.88K- 47.4% |
$212K - $222K
|
8.74K
$296K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
66New |
$1.78K - $1.86K
|
66
$2.23K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-657- 5.23% |
$17.7K - $18.5K
|
11.9K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-145- 36.25% |
$3.91K - $4.08K
|
255
$8.63K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
80New |
$2.16K - $2.25K
|
80
$2.71K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-77- 18.97% |
$2.08K - $2.17K
|
329
$11.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.76K- 24.09% |
$101K - $106K
|
11.9K
$401K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
474+ 5.49% |
$12.8K - $13.3K
|
9.11K
$308K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.58K- 94.03% |
$42.4K - $44.3K
|
100
$3.38K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.6KNew |
$70.1K - $73.1K
|
2.6K
$88K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-90.6K- 89.08% |
$2.44M - $2.55M
|
11.1K
$376K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-788- 38.23% |
$21.2K - $22.2K
|
1.27K
$43.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-582- 8.35% |
$15.7K - $16.4K
|
6.39K
$216K
|
|