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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.17K+ 8.15% |
$26K - $32.1K
|
15.5K
$524K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.75KNew |
$195K - $241K
|
8.75K
$296K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-572- 0.54% |
$12.7K - $15.8K
|
106K
$3.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-457- 2.1% |
$10.2K - $12.6K
|
21.3K
$720K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
7.06KNew |
$157K - $195K
|
7.06K
$239K
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
42.5KNew |
$945K - $1.17M
|
42.5K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-24.4K- 2.18% |
$544K - $673K
|
1.1M
$37.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.5KNew |
$55.7K - $68.9K
|
2.5K
$84.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 20.76% |
$417K - $517K
|
109K
$3.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
99.7K+ 806.14% |
$2.22M - $2.75M
|
112K
$3.79M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
135KNew |
$3M - $3.71M
|
135K
$4.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.65K+ 24.05% |
$81.1K - $100K
|
18.8K
$636K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-134- 30.8% |
$2.98K - $3.69K
|
301
$10.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-774- 3.06% |
$17.2K - $21.3K
|
24.5K
$831K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$5.57K - $6.89K
|
250
$8.46K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-54- 0.17% |
$1.2K - $1.49K
|
31.5K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-114Closed |
$2.54K - $3.14K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-406- 4.15% |
$9.04K - $11.2K
|
9.37K
$317K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
45.5KNew |
$1.02M - $1.29M
|
45.5K
$1.54M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11.6KClosed |
$262K - $331K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.28K+ 122.08% |
$74K - $93.5K
|
5.97K
$202K
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-8.57KClosed |
$193K - $244K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
840+ 10.09% |
$18.9K - $23.9K
|
9.17K
$310K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
235New |
$5.29K - $6.69K
|
235
$7.95K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$4.51K - $5.69K
|
200
$6.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.8K- 35.53% |
$131K - $165K
|
10.5K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
85New |
$1.92K - $2.42K
|
85
$2.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 32.54% |
$56.4K - $71.3K
|
10.2K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.4K+ 12.07% |
$31.5K - $39.9K
|
13K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 3.57% |
$22.5 - $28.5
|
29
$981
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.36K- 15.07% |
$143K - $181K
|
35.8K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
292New |
$6.58K - $8.31K
|
292
$9.88K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.75K- 32.43% |
$130K - $164K
|
12K
$406K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
746New |
$16.8K - $21.2K
|
746
$25.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10K- 51.54% |
$225K - $285K
|
9.41K
$318K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
115+ 0.38% |
$2.59K - $3.27K
|
30.5K
$1.03M
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
483+ 0.54% |
$10.9K - $13.8K
|
89.4K
$3.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-270- 69.77% |
$6.08K - $7.69K
|
117
$3.96K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
17.4KNew |
$391K - $494K
|
17.4K
$588K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
11.8KNew |
$266K - $336K
|
11.8K
$399K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.1K- 66.16% |
$47.4K - $59.8K
|
1.08K
$36.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-250- 47.08% |
$5.63K - $7.12K
|
281
$9.51K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-168K- 37.26% |
$3.79M - $4.8M
|
284K
$9.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.36K+ 1179.5% |
$53.1K - $67.2K
|
2.56K
$86.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
9.08KNew |
$204K - $258K
|
9.08K
$307K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.95K+ 18.08% |
$88.9K - $112K
|
25.8K
$872K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-17.1K- 59.37% |
$385K - $486K
|
11.7K
$395K
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-625- 85.38% |
$14.1K - $17.8K
|
107
$3.62K
|
|