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, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-487KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.09KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-115KClosed |
N/A
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-70.2KClosed |
N/A
|
0
$0
|
|
|
Apr 18, 2019
Q1 2019
|
Highland Capital Management, LLC
|
SELL
|
- |
-9.85KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-18.8KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7.78KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
18.4KNew |
N/A
|
18.4K
$497K
|
|
|
Feb 14, 2019
Q4 2018
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-6.87KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-6.31KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
28+ 66.67% |
N/A
|
70
$1.89K
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-733Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-386Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-59KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-208KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Trust CO Of Virginia
|
SELL
|
- |
-9.26KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-15.7KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Securian Asset Management, Inc
|
BUY
|
- |
250K+ 100.0% |
N/A
|
500K
$13.5M
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-50.4KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Geneva Partners, LLC
|
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Community Bank, N.A.
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6.84KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.7KClosed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-6.56KClosed |
N/A
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.08KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.46KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.15K- 10.03% |
N/A
|
10.3K
$278K
|
|
|
Nov 09, 2023
Q3 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-450- 52.69% |
N/A
|
404
$10.9K
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$520K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
896KNew |
N/A
|
896K
$24.2M
|
|
|
Nov 14, 2018
Q3 2018
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-8.45KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Washington Trust CO
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-149Closed |
N/A
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-27KClosed |
N/A
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-747Closed |
N/A
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-60.5KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.5KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-7.21KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-7.58KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.12KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Country Trust Bank
|
SELL
|
- |
-1.32KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Smart Money Group LLC
|
SELL
|
- |
-77.5KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.36MClosed |
N/A
|
0
$0
|
|