Latest Institutional Transactions on Ishares Tr (IDV)

IDV Quotes by TradingView

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 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
227
New
$5.74K - $6.26K
227 $6.22K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
6.89K
New
$174K - $190K
6.89K $189K
Nov 15, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
36.6K
New
$926K - $1.01M
36.6K $1M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-77
- 0.64%
$1.95K - $2.12K
11.9K $327K
Nov 14, 2023 Q3 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
8.64K
New
$219K - $238K
8.64K $237K
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
1.88K
New
$47.7K - $52K
1.88K $51.6K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-2K
- 57.8%
$50.6K - $55.2K
1.46K $40K
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
9.7K
New
$245K - $268K
9.7K $266K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

SELL
 -
-188K
- 96.22%
$4.76M - $5.19M
7.39K $203K
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-8.13K
- 42.49%
$206K - $224K
11K $302K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
2.88K
+ 29.01%
$72.9K - $79.5K
12.8K $351K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

SELL
 -
-6.44K
- 48.87%
$163K - $178K
6.74K $185K
Nov 09, 2023 Q3 2023
Citigroup Inc

SELL
 -
-1.18K
- 80.37%
$29.8K - $32.5K
288 $7.89K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
1.9K
+ 950.0%
$48.1K - $52.4K
2.1K $57.6K
Nov 07, 2023 Q3 2023
Accredited Investors Inc.

SELL
 -
-5.16K
- 38.26%
$130K - $142K
8.32K $228K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-33.9K
- 4.86%
$858K - $936K
664K $18.2M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
190
New
$4.81K - $5.24K
190 $5.21K
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
SELL
 -
-3.98K
- 25.21%
$101K - $110K
11.8K $324K
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
3.95K
New
$99.9K - $109K
3.95K $108K
Nov 01, 2023 Q3 2023
Aspen Wealth Strategies, LLC

Arvada, CO
SELL
 -
-830
- 5.95%
$21K - $22.9K
13.1K $360K
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
2.26K
+ 226.07%
$57.3K - $62.4K
3.26K $89.5K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
180
New
$4.55K - $4.97K
180 $4.93K
Oct 27, 2023 Q3 2023
Crestone Asset Management LLC

BUY
 -
10.7K
New
$270K - $294K
10.7K $292K
Oct 27, 2023 Q3 2023
Ma Private Wealth

SELL
 -
-20.8K
- 63.39%
$525K - $573K
12K $329K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
23
+ 16.91%
$582 - $635
159 $4.36K
Oct 26, 2023 Q3 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
414
New
$10.5K - $11.4K
414 $11.3K
Oct 23, 2023 Q3 2023
All Season Financial Advisors, Inc.

SELL
 -
-23.6K
- 34.32%
$597K - $651K
45.1K $1.24M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
10.8K
New
$274K - $299K
10.8K $297K
Oct 18, 2023 Q3 2023
Gemmer Asset Management LLC

SELL
 -
-1.25K
- 8.73%
$31.6K - $34.5K
13.1K $358K
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
398K
New
$10.1M - $11M
398K $10.9M
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

SELL
 -
-211
- 16.93%
$5.34K - $5.82K
1.04K $28.4K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
161
New
$4.07K - $4.44K
161 $4.41K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
39
New
$987 - $1.08K
39 $1.07K
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
0
New
$0 - $0
0 $0
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
1.86K
+ 7.42%
$47.2K - $51.4K
27K $739K
Q2 2023
May 17, 2024 Q2 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
1.5K
+ 21.13%
$38.8K - $42.8K
8.6K $236K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
SELL
 -
-8.21K
Closed
$212K - $234K
0 $0
Aug 14, 2023 Q2 2023
Prudential PLC

London, England, X0
SELL
 -
-1.5K
- 9.32%
$38.8K - $42.8K
14.6K $400K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-215
- 2.67%
$5.56K - $6.13K
7.85K $215K
Aug 14, 2023 Q2 2023
Grayhawk Investment Strategies Inc.

Calgary, A0
BUY
 -
32.3K
New
$835K - $920K
32.3K $885K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2.35K
New
$60.8K - $67.1K
2.35K $64.5K
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
1.46M
New
$37.7M - $41.6M
1.46M $40M
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

SELL
 -
-6.21K
- 31.95%
$161K - $177K
13.2K $363K
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
6.07K
New
$157K - $173K
6.07K $166K
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
12.6K
New
$325K - $359K
12.6K $345K
Aug 11, 2023 Q2 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
165K
New
$4.25M - $4.69M
165K $4.51M
Aug 10, 2023 Q2 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
4.05K
New
$105K - $116K
4.05K $111K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
165
New
$4.27K - $4.71K
165 $4.52K
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

SELL
 -
-1.47K
- 20.49%
$38K - $41.9K
5.7K $156K

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