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 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.31KNew |
$32.1K - $36.9K
|
1.31K
$46.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6.95K- 35.42% |
$170K - $196K
|
12.7K
$451K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-40- 0.3% |
$978 - $1.13K
|
13.2K
$470K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.11KNew |
$125K - $144K
|
5.11K
$182K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
89.2KNew |
$2.18M - $2.51M
|
89.2K
$3.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$1.22K - $1.41K
|
50
$1.78K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1New |
$24.5 - $28.1
|
1
$35.6
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.75K- 3.38% |
$91.8K - $106K
|
107K
$3.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
297+ 3.24% |
$7.26K - $8.35K
|
9.48K
$337K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
594New |
$14.5K - $16.7K
|
594
$21.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-731- 5.13% |
$17.9K - $20.6K
|
13.5K
$481K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-195- 20.95% |
$4.77K - $5.49K
|
736
$26.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 3.37% |
$563 - $647
|
706
$25.1K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-4.9K- 22.27% |
$120K - $138K
|
17.1K
$608K
|
|
| Q3 2023 | |||||||
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
227New |
$5.74K - $6.26K
|
227
$8.07K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.89KNew |
$174K - $190K
|
6.89K
$245K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
36.6KNew |
$926K - $1.01M
|
36.6K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77- 0.64% |
$1.95K - $2.12K
|
11.9K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$219K - $238K
|
8.64K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.88KNew |
$47.7K - $52K
|
1.88K
$67K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2K- 57.8% |
$50.6K - $55.2K
|
1.46K
$51.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.7KNew |
$245K - $268K
|
9.7K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-188K- 96.22% |
$4.76M - $5.19M
|
7.39K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.13K- 42.49% |
$206K - $224K
|
11K
$391K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.88K+ 29.01% |
$72.9K - $79.5K
|
12.8K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.44K- 48.87% |
$163K - $178K
|
6.74K
$240K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.18K- 80.37% |
$29.8K - $32.5K
|
288
$10.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.9K+ 950.0% |
$48.1K - $52.4K
|
2.1K
$74.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-5.16K- 38.26% |
$130K - $142K
|
8.32K
$296K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-33.9K- 4.86% |
$858K - $936K
|
664K
$23.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.98K- 25.21% |
$101K - $110K
|
11.8K
$420K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.95KNew |
$99.9K - $109K
|
3.95K
$141K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-830- 5.95% |
$21K - $22.9K
|
13.1K
$467K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.26K+ 226.07% |
$57.3K - $62.4K
|
3.26K
$116K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
180New |
$4.55K - $4.97K
|
180
$6.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
10.7KNew |
$270K - $294K
|
10.7K
$379K
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-20.8K- 63.39% |
$525K - $573K
|
12K
$426K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 16.91% |
$582 - $635
|
159
$5.66K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
414New |
$10.5K - $11.4K
|
414
$14.7K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-23.6K- 34.32% |
$597K - $651K
|
45.1K
$1.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8KNew |
$274K - $299K
|
10.8K
$385K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.25K- 8.73% |
$31.6K - $34.5K
|
13.1K
$465K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
398KNew |
$10.1M - $11M
|
398K
$14.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-211- 16.93% |
$5.34K - $5.82K
|
1.04K
$36.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
161New |
$4.07K - $4.44K
|
161
$5.73K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
39New |
$987 - $1.08K
|
39
$1.39K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
1.86K+ 7.42% |
$47.2K - $51.4K
|
27K
$959K
|
|
| 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
$306K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.21KClosed |
$212K - $234K
|
0
$0
|
|