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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-600- 8.5% |
$15.5K - $17.1K
|
6.46K
$218K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-600- 8.5% |
$15.5K - $17.1K
|
6.46K
$218K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
74KNew |
$1.91M - $2.11M
|
74K
$2.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
895New |
$23.1K - $25.5K
|
895
$30.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-762- 2.62% |
$19.7K - $21.7K
|
28.3K
$958K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
16.1KNew |
$415K - $458K
|
16.1K
$543K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
125+ 0.39% |
$3.23K - $3.57K
|
32K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.39KNew |
$114K - $125K
|
4.39K
$149K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
713+ 2.46% |
$18.4K - $20.3K
|
29.6K
$1M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-3.74K- 66.51% |
$96.7K - $107K
|
1.88K
$63.8K
|
|
| Q1 2023 | |||||||
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.5K+ 25.0% |
$66.4K - $73.8K
|
12.5K
$423K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.86K+ 2.37% |
$129K - $143K
|
210K
$7.1M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.63K- 52.76% |
$43.4K - $48.2K
|
1.46K
$49.5K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
127+ 0.91% |
$3.37K - $3.75K
|
14.1K
$477K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
468+ 314.09% |
$12.4K - $13.8K
|
617
$20.9K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
32+ 0.33% |
$849 - $944
|
9.71K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.56K+ 16.69% |
$41.3K - $45.9K
|
10.9K
$368K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
43.7KNew |
$1.16M - $1.29M
|
43.7K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.2KNew |
$378K - $420K
|
14.2K
$482K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.87MNew |
$103M - $114M
|
3.87M
$131M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.25KNew |
$245K - $273K
|
9.25K
$313K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
79.8KNew |
$2.12M - $2.35M
|
79.8K
$2.7M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
235New |
$6.24K - $6.93K
|
235
$7.95K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-300- 3.9% |
$7.96K - $8.85K
|
7.39K
$250K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
10+ 0.16% |
$265 - $295
|
6.38K
$216K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
21.9K+ 24.23% |
$581K - $645K
|
112K
$3.8M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12.6K- 79.44% |
$334K - $371K
|
3.26K
$110K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
855New |
$22.7K - $25.2K
|
855
$28.9K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.8K- 15.13% |
$101K - $112K
|
21.3K
$722K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
14.6KNew |
$387K - $431K
|
14.6K
$494K
|
|
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-1.88M- 91.24% |
$49.9M - $55.5M
|
181K
$6.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
500New |
$13.3K - $14.8K
|
500
$16.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
888New |
$23.6K - $26.2K
|
888
$30K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600New |
$15.9K - $17.7K
|
600
$20.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
75+ 1.0% |
$1.99K - $2.21K
|
7.6K
$257K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
500New |
$13.3K - $14.8K
|
500
$16.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-320- 44.44% |
$8.49K - $9.44K
|
400
$13.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2- 0.01% |
$53.1 - $59
|
19.6K
$662K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
190New |
$4.23K - $5.24K
|
190
$6.43K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.3KNew |
$29K - $35.9K
|
1.3K
$44.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 409.79% |
$65.2K - $80.8K
|
3.65K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.93K- 20.01% |
$43K - $53.2K
|
7.72K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16+ 1.49% |
$356 - $441
|
1.09K
$37K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.86KNew |
$41.3K - $51.1K
|
1.86K
$62.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.8KNew |
$307K - $380K
|
13.8K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.93KNew |
$110K - $136K
|
4.93K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$32.8K - $40.6K
|
1.47K
$49.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.55KNew |
$213K - $263K
|
9.55K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
52+ 39.1% |
$1.16K - $1.43K
|
185
$6.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
252New |
$5.61K - $6.95K
|
252
$8.53K
|
|