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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-99- 48.06% |
$2.67K - $3.14K
|
107
$3.62K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-292- 0.03% |
$7.88K - $9.26K
|
875K
$29.6M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.01KNew |
$54.3K - $63.8K
|
2.01K
$68.1K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.15K+ 22.01% |
$193K - $227K
|
39.6K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20K+ 5.11% |
$541K - $635K
|
412K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15.5K+ 147.6% |
$418K - $491K
|
26K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.69K- 9.19% |
$181K - $212K
|
66.1K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
54+ 0.33% |
$1.46K - $1.71K
|
16.3K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-13.9K- 26.09% |
$375K - $441K
|
39.4K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53.4K+ 1.39% |
$1.44M - $1.69M
|
3.9M
$132M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
12.4K+ 15.13% |
$335K - $394K
|
94.5K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
13.5K+ 57.45% |
$365K - $428K
|
37K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
6.73KNew |
$182K - $213K
|
6.73K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
149+ 1.72% |
$4.02K - $4.72K
|
8.79K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.6K+ 14.85% |
$611K - $718K
|
175K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.4K+ 11.33% |
$1.25M - $1.47M
|
456K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-83.3K- 91.75% |
$2.25M - $2.64M
|
7.49K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
27.6K+ 300.0% |
$745K - $875K
|
36.8K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.42K- 1.34% |
$92.3K - $108K
|
252K
$8.52M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.29K+ 157300.0% |
$170K - $199K
|
6.3K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-464- 3.62% |
$12.5K - $14.7K
|
12.4K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-17.5K- 11.0% |
$472K - $555K
|
142K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-65.9K- 79.4% |
$1.78M - $2.09M
|
17.1K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.24K+ 1.3% |
$33.4K - $39.2K
|
96.7K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
43+ 0.31% |
$1.16K - $1.36K
|
13.8K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.82K- 5.25% |
$184K - $216K
|
123K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
593+ 1.08% |
$16K - $18.8K
|
55.6K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-200- 0.67% |
$5.4K - $6.34K
|
29.8K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.94KClosed |
$187K - $220K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-711- 6.63% |
$19.2K - $22.5K
|
10K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
393+ 2.69% |
$10.6K - $12.5K
|
15K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.16K- 7.34% |
$31.4K - $36.9K
|
14.7K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-138- 0.55% |
$3.73K - $4.37K
|
25K
$846K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.69K- 6.34% |
$127K - $149K
|
69.3K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.17K- 17.29% |
$58.6K - $68.8K
|
10.4K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
83+ 0.44% |
$2.24K - $2.63K
|
19.1K
$646K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
3.73K+ 4.0% |
$101K - $118K
|
97K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 7.54% |
$47.3K - $55.5K
|
21.5K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-105K- 58.9% |
$2.83M - $3.32M
|
73.1K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
116K+ 447.04% |
$3.14M - $3.69M
|
142K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.78K+ 20.57% |
$102K - $120K
|
22.2K
$750K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 7.14% |
$75.1K - $88.2K
|
36.2K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.51K+ 0.67% |
$40.8K - $47.9K
|
226K
$7.64M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17.9K- 29.93% |
$482K - $566K
|
41.8K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-450- 1.88% |
$12.2K - $14.3K
|
23.5K
$795K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 7.87% |
$111K - $130K
|
47.9K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.57KNew |
$42.3K - $49.6K
|
1.57K
$53K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119K+ 4.63% |
$3.21M - $3.77M
|
2.69M
$91.1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.43K+ 493.87% |
$120K - $140K
|
5.33K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.1K+ 14.8% |
$488K - $573K
|
140K
$4.75M
|