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 |
---|---|---|---|---|---|---|---|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
7.29KNew |
$222K - $240K
|
7.29K
$200K
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50.5KClosed |
$1.54M - $1.66M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-200Closed |
$6.08K - $6.59K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
13.3KNew |
$404K - $438K
|
13.3K
$364K
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-14.4KClosed |
$439K - $476K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
81.6KNew |
$2.48M - $2.69M
|
81.6K
$2.24M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.16KClosed |
$35.4K - $38.3K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 37.5% |
$4.56K - $4.94K
|
550
$15.1K
|
|
Q2 2021 | |||||||
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-149Closed |
$4.72K - $5.07K
|
0
$0
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.02KClosed |
$32.2K - $34.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-91.7KClosed |
$2.9M - $3.12M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.1KClosed |
$66.5K - $71.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-9.31KClosed |
$295K - $317K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-725Closed |
$23K - $24.7K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-8.4KClosed |
$266K - $286K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.17KClosed |
$227K - $244K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-276Closed |
$8.74K - $9.39K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-432Closed |
$13.7K - $14.7K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-58Closed |
$1.84K - $1.97K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-60Closed |
$1.9K - $2.04K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-700Closed |
$22.2K - $23.8K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
8KNew |
$253K - $272K
|
8K
$219K
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-424Closed |
$13.4K - $14.4K
|
0
$0
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-28.1KClosed |
$831K - $904K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.85KClosed |
$232K - $252K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.7KClosed |
$50.1K - $54.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16KClosed |
$34.2K - $37.2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-516- 85.86% |
$15.2K - $16.6K
|
85
$2.33K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$14.8K - $16.1K
|
500
$13.7K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-310Closed |
$9.15K - $9.96K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
82.5KNew |
$2.44M - $2.65M
|
82.5K
$2.26M
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-325Closed |
$9.6K - $10.4K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-512Closed |
$15.1K - $16.5K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
West End Advisors, LLC
|
SELL
|
- |
-143Closed |
$4.22K - $4.59K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.31KClosed |
$245K - $267K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-3Closed |
$88.6 - $96.4
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-21Closed |
$506 - $624
|
0
$0
|
|
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10KNew |
$241K - $297K
|
10K
$274K
|
|
Feb 17, 2021
Q4 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100Closed |
$2.41K - $2.97K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
1.22KNew |
$29.4K - $36.2K
|
1.22K
$33.4K
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
42New |
$1.01K - $1.25K
|
42
$1.15K
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-8.23KClosed |
$198K - $245K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-732Closed |
$17.6K - $21.8K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.5KClosed |
$132K - $164K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-75Closed |
$1.81K - $2.23K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.03KClosed |
$193K - $239K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-819Closed |
$19.7K - $24.3K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Twin Capital Management Inc
|
SELL
|
- |
-86.7KClosed |
$2.09M - $2.58M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-13.1KClosed |
$315K - $389K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8.47KClosed |
$204K - $252K
|
0
$0
|