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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2019
Q2 2019
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Granite Investment Partners, LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.82KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.22KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-99.9KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Arrow Financial Corp
|
SELL
|
- |
-145Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-4.16KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-27.5KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Claret Asset Management Corp
|
SELL
|
- |
-8.25KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Nikulski Financial, Inc.
|
SELL
|
- |
-6.8KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
First National Trust CO
|
SELL
|
- |
-12.8KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-7.74KClosed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.33KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 11, 2020
Q1 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-3.15KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
United Bank
Vienna, VA |
SELL
|
- |
-7.87KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-26.4KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-9.01KClosed |
N/A
|
0
$0
|
|
|
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
$623K
|
|
|
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
$2.37K
|
|
|
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
$16.9M
|
|
|
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
|
|