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, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
51.4KNew |
$1.38M - $1.64M
|
51.4K
$1.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
4.03K+ 32.7% |
$108K - $129K
|
16.4K
$605K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.67KClosed |
$179K - $213K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-4Closed |
$107 - $128
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.91KClosed |
$185K - $221K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-8.05KClosed |
$216K - $258K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-7.35KClosed |
$197K - $235K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
884+ 10.5% |
$23.7K - $28.3K
|
9.31K
$344K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
219KNew |
$5.87M - $7M
|
219K
$8.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
280+ 280.0% |
$7.52K - $8.96K
|
380
$14.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-16- 0.3% |
$429 - $512
|
5.36K
$198K
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-13- 0.13% |
$349 - $416
|
10.1K
$373K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
6.1K+ 9.59% |
$164K - $195K
|
69.7K
$2.58M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-852- 1.34% |
$22.9K - $27.3K
|
62.6K
$2.32M
|
|
|
Jul 08, 2022
Q2 2022
|
Swm Advisors
|
SELL
|
- |
-6.37KClosed |
$171K - $204K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-260Closed |
$6.98K - $8.32K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-400- 13.81% |
$10.7K - $12.8K
|
2.5K
$92.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-325- 33.33% |
$8.72K - $10.4K
|
650
$24K
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
70New |
$1.88K - $2.24K
|
70
$2.59K
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.3KClosed |
$339K - $376K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.37KClosed |
$41.2K - $45.8K
|
0
$0
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
BUY
|
- |
11.5KNew |
$345K - $383K
|
11.5K
$425K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$15K - $16.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2Closed |
$60 - $66.7
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.7KClosed |
$231K - $257K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-6.24KClosed |
$187K - $208K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.8KClosed |
$294K - $327K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.1KClosed |
$32.8K - $36.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-747Closed |
$22.4K - $24.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-413Closed |
$12.4K - $13.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.6KClosed |
$318K - $353K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
6.61KNew |
$198K - $220K
|
6.61K
$245K
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-500- 11.11% |
$15K - $16.7K
|
4K
$148K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.85KClosed |
$205K - $228K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-250- 65.79% |
$7.5K - $8.33K
|
130
$4.81K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600Closed |
$18K - $20K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-350Closed |
$10.5K - $11.7K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-90- 11.66% |
$2.7K - $3K
|
682
$25.2K
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-29.7KClosed |
$890K - $989K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-238- 59.2% |
$7.14K - $7.93K
|
164
$6.06K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.32KClosed |
$99.5K - $111K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-19.3KClosed |
$577K - $642K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.05% |
$30 - $33.3
|
2K
$73.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-6.7KClosed |
$201K - $223K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
106New |
$3.18K - $3.53K
|
106
$3.92K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-131- 1.61% |
$3.93K - $4.37K
|
8.01K
$296K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.42KClosed |
$72.6K - $80.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
313New |
$9.32K - $9.93K
|
313
$11.6K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-75Closed |
$2.23K - $2.38K
|
0
$0
|
|