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 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
|
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.56K+ 301.74% |
$30.6K - $53.2K
|
2.08K
$77K
|
|
|
Apr 30, 2020
Q1 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-33.3KClosed |
$652K - $1.13M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-745Closed |
$14.6K - $25.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.5KClosed |
$186K - $323K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Altus Wealth Management, LLC
|
SELL
|
- |
-219KClosed |
$4.29M - $7.47M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-350Closed |
$6.85K - $11.9K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-197KClosed |
$3.86M - $6.72M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.99KClosed |
$137K - $238K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-17.8KClosed |
$348K - $605K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Pds Planning, Inc
|
SELL
|
- |
-5.26KClosed |
$103K - $179K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Loveless Wealth Management LLC
|
SELL
|
- |
-7.51KClosed |
$147K - $256K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-700Closed |
$13.7K - $23.8K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.08KClosed |
$119K - $207K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-8.39KClosed |
$164K - $286K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-31.3KClosed |
$613K - $1.07M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.6K+ 87.42% |
$197K - $222K
|
14.2K
$523K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-159KClosed |
$4.75M - $5.35M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.8KClosed |
$351K - $396K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
First Manhattan CO
New York, NY |
SELL
|
- |
-350- 32.38% |
$10.4K - $11.8K
|
731
$27K
|
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
338New |
$10.1K - $11.4K
|
338
$12.5K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
603New |
$18K - $20.3K
|
603
$22.3K
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-323Closed |
$9.62K - $10.9K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.76KClosed |
$201K - $227K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-3KClosed |
$89.4K - $101K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-241Closed |
$7.18K - $8.1K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
275New |
$8.19K - $9.24K
|
275
$10.2K
|
|
|
Jan 30, 2020
Q4 2019
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$74.5K - $84K
|
2.5K
$92.4K
|
|
|
Jan 22, 2020
Q4 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1KClosed |
$29.8K - $33.6K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.07KClosed |
$91.5K - $103K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-462Closed |
$13.8K - $15.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-525Closed |
$16K - $16.4K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-75.4KClosed |
$2.29M - $2.36M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1KClosed |
$30.4K - $31.3K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.12K+ 12.55% |
$64.3K - $66.1K
|
19K
$702K
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-835Closed |
$25.4K - $26.1K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-27.6KClosed |
$838K - $862K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-592Closed |
$18K - $18.5K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-100Closed |
$3.04K - $3.13K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-800Closed |
$24.3K - $25K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Aries Wealth Management
|
SELL
|
- |
-6.59KClosed |
$200K - $206K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-8.22KClosed |
$250K - $257K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-16.2KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-392Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-197Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.13KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-1.13KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-6.94KClosed |
N/A
|
0
$0
|
|