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 |
---|---|---|---|---|---|---|---|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-633Closed |
$15.6K - $17.1K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Highland Private Wealth Management
|
SELL
|
- |
-8.75KClosed |
$216K - $236K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
601+ 11.1% |
$12.7K - $16.8K
|
6.01K
$203K
|
|
Sep 23, 2021
Q2 2020
|
Systelligence, LLC
|
SELL
|
- |
-166KClosed |
$3.52M - $4.64M
|
0
$0
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-643Closed |
$13.6K - $18K
|
0
$0
|
|
Aug 20, 2020
Q2 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-135KClosed |
$2.85M - $3.76M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.26KClosed |
$48K - $63.3K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.69KClosed |
$35.8K - $47.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Loomis Sayles & CO L P
|
SELL
|
- |
-365Closed |
$7.74K - $10.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-70Closed |
$1.48K - $1.96K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.91KClosed |
$189K - $249K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-83Closed |
$1.76K - $2.32K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-21.9KClosed |
$464K - $611K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.14KClosed |
$152K - $200K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-31.1KClosed |
$660K - $869K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Td Asset Management Inc
|
SELL
|
- |
-13KClosed |
$276K - $364K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58Closed |
$1.23K - $1.62K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
300New |
$6.36K - $8.39K
|
300
$10.2K
|
|
Aug 11, 2020
Q2 2020
|
Plancorp, LLC
|
SELL
|
- |
-11.4KClosed |
$241K - $317K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.43KClosed |
$30.3K - $39.9K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7.19KClosed |
$152K - $201K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
22New |
$467 - $615
|
22
$744
|
|
Aug 07, 2020
Q2 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-207KClosed |
$4.4M - $5.79M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Retirement Planning Group
|
SELL
|
- |
-9.78KClosed |
$207K - $273K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-660Closed |
$14K - $18.4K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.18KClosed |
$195K - $257K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.27KClosed |
$133K - $175K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-111KClosed |
$2.36M - $3.1M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jsf Financial, LLC
|
SELL
|
- |
-18.6KClosed |
$395K - $521K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-14.6KClosed |
$310K - $409K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.24KClosed |
$26.3K - $34.7K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-55.5KClosed |
$1.18M - $1.55M
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Ledyard National Bank
|
SELL
|
- |
-11.5KClosed |
$244K - $321K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-38.8KClosed |
$823K - $1.08M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Narwhal Capital Management
|
SELL
|
- |
-9.02KClosed |
$191K - $252K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Bellecapital International Ltd.
|
SELL
|
- |
-23.2KClosed |
$493K - $649K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-831Closed |
$17.6K - $23.2K
|
0
$0
|
|
Q1 2020 | |||||||
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-281Closed |
$5.5K - $9.57K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-7.48KClosed |
$146K - $255K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.53KClosed |
$88.6K - $154K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.54KClosed |
$148K - $257K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-9.31KClosed |
$182K - $317K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-250Closed |
$4.9K - $8.51K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-7.64KClosed |
$149K - $260K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-22.6KClosed |
$443K - $770K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-40Closed |
$783 - $1.36K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Archer Investment Corp
|
SELL
|
- |
-246- 18.32% |
$4.82K - $8.38K
|
1.1K
$37.1K
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-16.7KClosed |
$327K - $568K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-31KClosed |
$608K - $1.06M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-25.1KClosed |
$491K - $853K
|
0
$0
|