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 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.0% |
$54 - $63.4
|
44.6K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.1K+ 15.94% |
$867K - $1.02M
|
233K
$7.9M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
12.2K+ 4.44% |
$330K - $387K
|
287K
$9.72M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
46.6K+ 3.84% |
$1.26M - $1.48M
|
1.26M
$42.7M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-185- 71.15% |
$5K - $5.86K
|
75
$2.54K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.9K- 0.81% |
$592K - $695K
|
2.68M
$90.8M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-700- 6.61% |
$18.9K - $22.2K
|
9.9K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
844+ 1.39% |
$22.8K - $26.8K
|
61.4K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33.6K- 5.51% |
$907K - $1.07M
|
576K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
219+ 10.25% |
$5.91K - $6.94K
|
2.36K
$79.7K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.34% |
$270 - $317
|
2.98K
$101K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
207K+ 251.22% |
$5.58M - $6.55M
|
289K
$9.78M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
32.2K+ 18.65% |
$869K - $1.02M
|
205K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-137K- 13.79% |
$3.69M - $4.33M
|
853K
$28.9M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6.19K+ 30.07% |
$167K - $196K
|
26.8K
$907K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-201- 0.66% |
$5.43K - $6.37K
|
30.4K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-439- 4.07% |
$11.9K - $13.9K
|
10.4K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-110- 6.29% |
$2.97K - $3.49K
|
1.64K
$55.5K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.3K+ 15.58% |
$2.01M - $2.36M
|
551K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.71K- 12.55% |
$154K - $181K
|
39.8K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-702- 0.38% |
$19K - $22.3K
|
182K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.56K- 1.82% |
$177K - $208K
|
354K
$12M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.06K- 1.6% |
$28.6K - $33.6K
|
65.3K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
812+ 66.72% |
$21.9K - $25.7K
|
2.03K
$68.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
582K+ 142.07% |
$15.7M - $18.5M
|
992K
$33.6M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
77.8KNew |
$2.1M - $2.47M
|
77.8K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-3.52K- 2.46% |
$94.9K - $111K
|
139K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.9K+ 2.37% |
$321K - $377K
|
513K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.5K+ 2.36% |
$257K - $301K
|
412K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-66.8K- 5.42% |
$1.8M - $2.12M
|
1.17M
$39.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.36K- 4.41% |
$118K - $138K
|
94.5K
$3.2M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.46K- 3.5% |
$93.5K - $110K
|
95.6K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
146+ 21.92% |
$3.94K - $4.63K
|
812
$27.5K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
144+ 0.11% |
$3.89K - $4.56K
|
128K
$4.32M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.69% |
$54 - $63.4
|
290
$9.81K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.07K+ 8.48% |
$110K - $129K
|
52K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-43- 0.35% |
$1.16K - $1.36K
|
12.4K
$418K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.48KNew |
$229K - $269K
|
8.48K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.71K+ 4.56% |
$154K - $181K
|
131K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.98K+ 37.67% |
$80.3K - $94.3K
|
10.9K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
55.3KNew |
$1.49M - $1.75M
|
55.3K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-34.5K- 3.74% |
$931K - $1.09M
|
888K
$30M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.8K+ 2.05% |
$372K - $436K
|
686K
$23.2M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
9.22KNew |
$249K - $292K
|
9.22K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
20+ 0.06% |
$540 - $634
|
34.7K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.98KNew |
$80.4K - $94.3K
|
2.98K
$101K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.49K- 0.99% |
$40.3K - $47.4K
|
150K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$271K - $319K
|
10.1K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
423+ 2.37% |
$11.4K - $13.4K
|
18.3K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.31K- 3.52% |
$62.3K - $73.1K
|
63.2K
$2.14M
|