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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
$312K - $347K
|
11.3K
$402K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-806- 55.4% |
$22.3K - $24.7K
|
649
$23.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.75KNew |
$159K - $176K
|
5.75K
$205K
|
|
|
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
$255K
|
|
| Q2 2024 | |||||||
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.21K- 48.98% |
$86.5K - $96.6K
|
3.34K
$119K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$35.6
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.37KNew |
$145K - $162K
|
5.37K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-19.2K- 93.18% |
$517K - $577K
|
1.4K
$49.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-81- 5.03% |
$2.18K - $2.44K
|
1.53K
$54.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29.7KNew |
$800K - $894K
|
29.7K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-34.7K- 38.37% |
$934K - $1.04M
|
55.7K
$1.98M
|
|
|
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
$2.03K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
210New |
$5.66K - $6.32K
|
210
$7.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-495K- 61.09% |
$13.3M - $14.9M
|
315K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
348+ 124.29% |
$9.38K - $10.5K
|
628
$22.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-154- 1.06% |
$4.15K - $4.64K
|
14.3K
$510K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 9.41% |
$5.39K - $6.02K
|
1.93K
$68.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$402K - $449K
|
14.9K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 7.25% |
$33.7K - $37.7K
|
18.5K
$658K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
90New |
$2.42K - $2.71K
|
90
$3.2K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
97.8KNew |
$2.63M - $2.94M
|
97.8K
$3.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
339New |
$9.13K - $10.2K
|
339
$12.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
183+ 0.14% |
$4.93K - $5.51K
|
131K
$4.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
11New |
$296 - $331
|
11
$391
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$26.9K - $30.1K
|
1K
$35.6K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
649New |
$17.5K - $19.5K
|
649
$23.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
355+ 3.13% |
$9.56K - $10.7K
|
11.7K
$416K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-858- 9.9% |
$23.1K - $25.8K
|
7.81K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 10.5% |
$28.5K - $31.9K
|
11.1K
$396K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
160New |
$4.31K - $4.82K
|
160
$5.69K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$35.6
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.77KNew |
$263K - $294K
|
9.77K
$347K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
245New |
$6.6K - $7.37K
|
245
$8.71K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
378New |
$10.2K - $11.4K
|
378
$13.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.16K- 18.12% |
$31.2K - $34.9K
|
5.23K
$186K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.2% |
$1.54K - $1.72K
|
28.2K
$1M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19.1K- 67.15% |
$515K - $575K
|
9.35K
$332K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-127- 1.03% |
$3.42K - $3.82K
|
12.2K
$433K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.2K+ 100.0% |
$302K - $337K
|
22.4K
$797K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.65K+ 2650.0% |
$71.4K - $79.8K
|
2.75K
$97.8K
|
|
|
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
$4.75M
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7+ 0.88% |
$189 - $197
|
807
$28.7K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.5KNew |
$229K - $239K
|
8.5K
$302K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.81K- 45.48% |
$48.6K - $50.8K
|
2.16K
$77K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.08K- 17.74% |
$56.1K - $58.5K
|
9.65K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
104+ 0.66% |
$2.8K - $2.93K
|
15.9K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
87New |
$2.34K - $2.45K
|
87
$3.09K
|
|