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 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
79.7K+ 76.24% |
$2.21M - $2.78M
|
184K
$6.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.5K+ 0.68% |
$41.6K - $52.2K
|
223K
$8.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2- 0.02% |
$55.6 - $69.7
|
12.1K
$447K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-43- 0.31% |
$1.19K - $1.5K
|
13.7K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.8KNew |
$189K - $237K
|
6.8K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
76KNew |
$2.11M - $2.65M
|
76K
$2.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.31K+ 1.71% |
$120K - $150K
|
256K
$9.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.5K+ 33.15% |
$292K - $366K
|
42.2K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.01K- 13.67% |
$55.8K - $70K
|
12.7K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-29- 72.5% |
$806 - $1.01K
|
11
$407
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
11.9KNew |
$331K - $415K
|
11.9K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$41.7K - $52.3K
|
1.5K
$55.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-37.2K- 16.49% |
$1.03M - $1.3M
|
188K
$6.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
100New |
$2.78K - $3.48K
|
100
$3.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-538- 18.84% |
$15K - $18.7K
|
2.32K
$85.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.69K+ 39.56% |
$102K - $128K
|
13K
$481K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.25K+ 4.87% |
$146K - $183K
|
113K
$4.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.2K+ 4.81% |
$312K - $391K
|
245K
$9.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
26KNew |
$722K - $905K
|
26K
$961K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
348K+ 19.75% |
$9.67M - $12.1M
|
2.11M
$78M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-231- 4.34% |
$6.42K - $8.05K
|
5.1K
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150New |
$4.17K - $5.23K
|
150
$5.55K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 3.66% |
$1.67K - $2.09K
|
1.58K
$58.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-32.6K- 11.35% |
$906K - $1.14M
|
255K
$9.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 155.89% |
$434K - $544K
|
25.6K
$948K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.23KNew |
$173K - $217K
|
6.23K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
38+ 1.28% |
$1.06K - $1.32K
|
3.02K
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.14KNew |
$171K - $214K
|
6.14K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-980- 6.09% |
$27.2K - $34.1K
|
15.1K
$559K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
8.65K+ 114.92% |
$240K - $301K
|
16.2K
$598K
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-1.86K- 1.97% |
$51.8K - $64.9K
|
92.7K
$3.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
17+ 2.55% |
$472 - $592
|
683
$25.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-54- 41.54% |
$1.5K - $1.88K
|
76
$2.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.21K+ 6.88% |
$33.6K - $42.1K
|
18.8K
$694K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 33.33% |
$695 - $871
|
100
$3.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.27K+ 8.41% |
$91K - $114K
|
42.2K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25.4K+ 72.82% |
$705K - $884K
|
60.2K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149K+ 15.02% |
$4.14M - $5.19M
|
1.14M
$42.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.86KNew |
$135K - $169K
|
4.86K
$180K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.3K+ 3.61% |
$36.1K - $45.3K
|
37.3K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.9KNew |
$52.8K - $66.2K
|
1.9K
$70.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-394- 43.11% |
$10.9K - $13.7K
|
520
$19.2K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.2K+ 3.34% |
$88.9K - $111K
|
98.8K
$3.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-6.74K- 8.67% |
$187K - $235K
|
71K
$2.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
864+ 2.84% |
$24K - $30.1K
|
31.3K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
321KNew |
$8.93M - $11.2M
|
321K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
204+ 1.09% |
$5.67K - $7.11K
|
19K
$702K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.75K- 7.64% |
$271K - $340K
|
118K
$4.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13.4K+ 76.32% |
$373K - $467K
|
31K
$1.15M
|