Latest Institutional Transactions on Ishares Tr (IDV)

IDV Quotes by TradingView

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
May 17, 2021 Q1 2021
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-7.85K
Closed
$232K - $252K
0 $0
May 17, 2021 Q1 2021
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-1.7K
Closed
$50.1K - $54.5K
0 $0
May 17, 2021 Q1 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-1.16K
Closed
$34.2K - $37.2K
0 $0
May 13, 2021 Q1 2021
Hexagon Capital Partners LLC

SELL
 -
-516
- 85.86%
$15.2K - $16.6K
85 $2.88K
May 13, 2021 Q1 2021
Axiom Investment Management LLC

New York, NY
BUY
 -
500
New
$14.8K - $16.1K
500 $16.9K
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-310
Closed
$9.15K - $9.96K
0 $0
May 10, 2021 Q1 2021
Principal Financial Group Inc

Des Moines, IA
BUY
 -
82.5K
New
$2.44M - $2.65M
82.5K $2.79M
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-325
Closed
$9.6K - $10.4K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-512
Closed
$15.1K - $16.5K
0 $0
Apr 27, 2021 Q1 2021
West End Advisors, LLC

SELL
 -
-143
Closed
$4.22K - $4.59K
0 $0
Apr 21, 2021 Q1 2021
Prairie View Partners, LLC

SELL
 -
-3
Closed
$88.6 - $96.4
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-21
Closed
$506 - $624
0 $0
Mar 04, 2021 Q4 2020
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
10K
New
$241K - $297K
10K $338K
Feb 17, 2021 Q4 2020
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-100
Closed
$2.41K - $2.97K
0 $0
Feb 16, 2021 Q4 2020
Hoese & CO LLP

BUY
 -
1.22K
New
$29.4K - $36.2K
1.22K $41.3K
Feb 16, 2021 Q4 2020
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
42
New
$1.01K - $1.25K
42 $1.42K
Feb 16, 2021 Q4 2020
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-8.23K
Closed
$198K - $245K
0 $0
Feb 12, 2021 Q4 2020
F3 Logic, LLC

SELL
 -
-732
Closed
$17.6K - $21.8K
0 $0
Feb 12, 2021 Q4 2020
Axa S.A.

Paris, I0
SELL
 -
-5.5K
Closed
$132K - $164K
0 $0
Feb 12, 2021 Q4 2020
Zions Bancorporation, N.A.

SELL
 -
-75
Closed
$1.81K - $2.23K
0 $0
Feb 12, 2021 Q4 2020
Mather Group, Llc.

Chicago, IL
SELL
 -
-8.03K
Closed
$193K - $239K
0 $0
Feb 11, 2021 Q4 2020
Burt Wealth Advisors

SELL
 -
-819
Closed
$19.7K - $24.3K
0 $0
Feb 11, 2021 Q4 2020
Twin Capital Management Inc

SELL
 -
-86.7K
Closed
$2.09M - $2.58M
0 $0
Feb 11, 2021 Q4 2020
Sand Hill Global Advisors, LLC

Palo Alto, CA
SELL
 -
-8.47K
Closed
$204K - $252K
0 $0
Feb 10, 2021 Q4 2020
May Tech Global Investments, LLC

New York, NY
BUY
 -
64K
New
$1.54M - $1.9M
64K $2.17M
Feb 09, 2021 Q4 2020
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-22.9K
Closed
$552K - $682K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-214
Closed
$5.15K - $6.36K
0 $0
Feb 08, 2021 Q4 2020
Adams Wealth Management

SELL
 -
-121
Closed
$2.91K - $3.6K
0 $0
Feb 05, 2021 Q4 2020
Tompkins Financial Corp

BUY
 -
37.3K
New
$899K - $1.11M
37.3K $1.26M
Feb 05, 2021 Q4 2020
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-19.8K
Closed
$476K - $587K
0 $0
Feb 03, 2021 Q4 2020
Compton Wealth Advisory Group, LLC

BUY
 -
204K
New
$4.9M - $6.05M
204K $6.89M
Feb 02, 2021 Q4 2020
Well Done, LLC

SELL
 -
-14.9K
Closed
$358K - $442K
0 $0
Jan 21, 2021 Q4 2020
Investors Research Corp

BUY
 -
61
+ 2.66%
$1.47K - $1.81K
2.36K $79.8K
Jan 21, 2021 Q4 2020
Clearview Wealth Advisors LLC

BUY
 -
88
New
$2.12K - $2.62K
88 $2.98K
Jan 15, 2021 Q4 2020
Arden Trust CO

BUY
 -
2.14K
+ 25.06%
$51.5K - $63.6K
10.7K $361K
Q3 2020
Nov 16, 2020 Q3 2020
Covington Capital Management

SELL
 -
-2.77K
Closed
$68.3K - $74.5K
0 $0
Nov 16, 2020 Q3 2020
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
342
New
$8.44K - $9.22K
342 $11.6K
Nov 16, 2020 Q3 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-787
Closed
$19.4K - $21.2K
0 $0
Nov 13, 2020 Q3 2020
Main Management LLC

San Francisco, CA
SELL
 -
-2.35K
Closed
$58K - $63.3K
0 $0
Nov 12, 2020 Q3 2020
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
SELL
 -
-3.08K
Closed
$76K - $83K
0 $0
Nov 09, 2020 Q3 2020
Csenge Advisory Group

SELL
 -
-10.9K
Closed
$270K - $295K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-924
Closed
$22.8K - $24.9K
0 $0
Nov 05, 2020 Q3 2020
Wooster Corthell Wealth Management, Inc.

SELL
 -
-9.64K
Closed
$238K - $260K
0 $0
Nov 04, 2020 Q3 2020
Fft Wealth Management LLC

West Conshohocken, PA
SELL
 -
-90.6K
Closed
$2.24M - $2.44M
0 $0
Nov 02, 2020 Q3 2020
First Personal Financial Services

SELL
 -
-3.44K
Closed
$84.8K - $92.7K
0 $0
Oct 26, 2020 Q3 2020
Calamos Wealth Management LLC

SELL
 -
-9.15K
Closed
$226K - $247K
0 $0
Oct 23, 2020 Q3 2020
Harbor Investment Advisory, LLC

SELL
 -
-1.35K
- 51.68%
$33.3K - $36.4K
1.26K $42.7K
Oct 23, 2020 Q3 2020
Garrett Wealth Advisory Group, LLC

SELL
 -
-32.2K
Closed
$795K - $868K
0 $0
Oct 20, 2020 Q3 2020
Newfound Research LLC

SELL
 -
-28.9K
Closed
$712K - $778K
0 $0

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