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 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.41K+ 13.61% |
$260K - $288K
|
78.5K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
92+ 0.99% |
$2.54K - $2.82K
|
9.39K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 0.21% |
$718 - $797
|
12.5K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.07K+ 4.8% |
$112K - $125K
|
88.8K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
43.2KNew |
$1.19M - $1.32M
|
43.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.17K+ 1.01% |
$60K - $66.6K
|
217K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
15.2K+ 41.82% |
$419K - $464K
|
51.4K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.65K+ 0.85% |
$101K - $112K
|
432K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.31K+ 8.2% |
$202K - $224K
|
96.5K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.61K+ 2.8% |
$44.5K - $49.3K
|
59K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.1KNew |
$196K - $218K
|
7.1K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-549- 3.38% |
$15.2K - $16.8K
|
15.7K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-362- 4.67% |
$10K - $11.1K
|
7.38K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.18K+ 13.47% |
$60.2K - $66.8K
|
18.4K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.82K- 1.83% |
$50.2K - $55.7K
|
97.8K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.36K- 4.02% |
$37.6K - $41.7K
|
32.5K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4KNew |
$110K - $123K
|
4K
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
10.3KNew |
$284K - $316K
|
10.3K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-537- 0.59% |
$14.8K - $16.5K
|
91.1K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
6.84KNew |
$189K - $210K
|
6.84K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.58K+ 51.25% |
$265K - $294K
|
28.3K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-85- 9.26% |
$2.35K - $2.6K
|
833
$22.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
567+ 5.57% |
$15.7K - $17.4K
|
10.7K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.09K+ 4.9% |
$30.1K - $33.3K
|
23.3K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.63K- 13.57% |
$72.7K - $80.7K
|
16.8K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-190- 30.16% |
$5.25K - $5.82K
|
440
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.2K+ 9.73% |
$281K - $311K
|
115K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
434+ 4.17% |
$12K - $13.3K
|
10.9K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.9K+ 131.72% |
$1.07M - $1.19M
|
68.4K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.56K- 10.59% |
$236K - $262K
|
72.3K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
25.2K+ 28.94% |
$696K - $772K
|
112K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 110.0% |
$304 - $337
|
21
$570
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$13.8K - $15.3K
|
500
$13.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.64K+ 24.46% |
$72.8K - $80.8K
|
13.4K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.3K+ 13.78% |
$91.1K - $101K
|
27.2K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.5KNew |
$41.5K - $46.1K
|
1.5K
$40.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.75K- 1.68% |
$242K - $268K
|
513K
$13.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.7K+ 6.4% |
$1.51M - $1.68M
|
909K
$24.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.18K+ 7.95% |
$87.7K - $97.3K
|
43.2K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
665New |
$18.4K - $20.4K
|
665
$18.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.87K- 8.97% |
$107K - $119K
|
39.3K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
427New |
$11.8K - $13.1K
|
427
$11.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
29.6K+ 154.03% |
$818K - $907K
|
48.8K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.95KNew |
$192K - $213K
|
6.95K
$189K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.52K- 0.52% |
$235K - $261K
|
1.64M
$44.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-44- 0.28% |
$1.22K - $1.35K
|
15.4K
$419K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.02% |
$718 - $797
|
117K
$3.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
14New |
$387 - $429
|
14
$380
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
88+ 0.36% |
$2.43K - $2.7K
|
24.3K
$660K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.08K- 1.34% |
$29.7K - $32.9K
|
79.1K
$2.15M
|