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 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-80.3KClosed |
$2.39M - $2.55M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.47KClosed |
$43.8K - $46.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$29.8 - $31.7
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-13.2KClosed |
$391K - $417K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-3.06KClosed |
$90.9K - $96.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.78KNew |
$142K - $152K
|
4.78K
$162K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.78KClosed |
$52.9K - $56.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-440- 40.0% |
$13.1K - $14K
|
660
$22.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.42KClosed |
$221K - $235K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
948+ 18.32% |
$28.2K - $30.1K
|
6.12K
$207K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-900Closed |
$26.8K - $28.5K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.2KClosed |
$65.3K - $69.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.55KClosed |
$284K - $303K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-86Closed |
$2.56K - $2.73K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-620Closed |
$18.5K - $19.7K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-298Closed |
$8.87K - $9.45K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-30.2KClosed |
$899K - $958K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-10.8KClosed |
$321K - $342K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-400Closed |
$11.9K - $12.7K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
75New |
$2.28K - $2.47K
|
75
$2.54K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.41KClosed |
$73.4K - $79.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-87KClosed |
$2.65M - $2.87M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.44KClosed |
$43.8K - $47.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-7.55KClosed |
$230K - $249K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.6KNew |
$170K - $185K
|
5.6K
$189K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-108Closed |
$3.29K - $3.56K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
576+ 69.06% |
$17.5K - $19K
|
1.41K
$47.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$1.52M - $1.65M
|
50K
$1.69M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
7.29KNew |
$222K - $240K
|
7.29K
$247K
|
|
|
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
$449K
|
|
|
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
$2.76M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.16KClosed |
$35.4K - $38.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
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
$271K
|
|
|
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
|
|