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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-450- 52.69% |
N/A
|
404
$13.6K
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$647K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
896KNew |
N/A
|
896K
$30.1M
|
|
|
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
|
|
|
Aug 06, 2018
Q2 2018
|
Capital Advisors Inc
|
SELL
|
- |
-8.22KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-15.9KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-357KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
267KNew |
N/A
|
267K
$8.96M
|
|
|
Jul 24, 2018
Q2 2018
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-6.2KClosed |
N/A
|
0
$0
|
|
|
Jul 12, 2018
Q2 2018
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.84KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2018
Q2 2018
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.61KNew |
N/A
|
6.61K
$222K
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
|
May 16, 2018
Q1 2018
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.53KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-15.4KClosed |
N/A
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Wrapmanager Inc
|
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.53KClosed |
N/A
|
0
$0
|
|
|
Apr 11, 2018
Q1 2018
|
Gofen & Glossberg LLC
|
SELL
|
- |
-6.26KClosed |
N/A
|
0
$0
|
|
|
Apr 10, 2018
Q1 2018
|
Acg Wealth
|
SELL
|
- |
-6.39KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7.31KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.67KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.98KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-1.16KClosed |
N/A
|
0
$0
|
|
|
Feb 02, 2018
Q4 2017
|
Forward Management, LLC
|
SELL
|
- |
-19Closed |
N/A
|
0
$0
|
|
|
Feb 02, 2018
Q4 2017
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2018
Q4 2017
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-13.6KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$33.6
|
|
|
Nov 13, 2017
Q3 2017
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-59.2KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
270New |
N/A
|
270
$9.07K
|
|
| Q2 2017 | |||||||
|
Dec 19, 2019
Q2 2017
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-61.8KClosed |
N/A
|
0
$0
|
|
|
Aug 17, 2017
Q2 2017
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
48.7KNew |
N/A
|
48.7K
$1.63M
|
|
|
Aug 14, 2017
Q2 2017
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
898KNew |
N/A
|
898K
$30.2M
|
|