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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14.6KNew |
$394K - $437K
|
14.6K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.46KNew |
$121K - $133K
|
4.46K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.86K- 0.58% |
$77.4K - $85.7K
|
489K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-333- 3.91% |
$9K - $9.96K
|
8.18K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-299- 0.69% |
$8.08K - $8.95K
|
42.9K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80.7K+ 8.88% |
$2.18M - $2.42M
|
990K
$30.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.1K+ 11.42% |
$274K - $303K
|
98.9K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 2.94% |
$27 - $29.9
|
35
$1.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.3K+ 4.83% |
$1.2M - $1.32M
|
961K
$30M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.89K- 13.13% |
$159K - $176K
|
38.9K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
2.13K+ 2.34% |
$57.7K - $63.8K
|
93.2K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8K+ 7.0% |
$216K - $239K
|
122K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
190+ 161.02% |
$5.14K - $5.68K
|
308
$9.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
201New |
$5.43K - $6.01K
|
201
$6.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.3K- 99.69% |
$35.2K - $38.9K
|
4
$125
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.84K+ 3.15% |
$185K - $205K
|
224K
$6.99M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-207- 18.75% |
$5.6K - $6.19K
|
897
$28K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.05K- 7.17% |
$191K - $211K
|
91.3K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.57K+ 3.49% |
$259K - $286K
|
283K
$8.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
541+ 3.44% |
$14.6K - $16.2K
|
16.2K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
39.5K+ 3.35% |
$1.07M - $1.18M
|
1.22M
$38M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-7- 0.06% |
$189 - $209
|
10.8K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
30.9K+ 60.08% |
$835K - $924K
|
82.3K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.9KNew |
$781K - $864K
|
28.9K
$901K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.78KNew |
$210K - $233K
|
7.78K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.15% |
$54.1 - $59.8
|
1.3K
$40.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
173KNew |
$4.67M - $5.17M
|
173K
$5.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37.7K+ 10.65% |
$1.02M - $1.13M
|
392K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.02K- 2.46% |
$54.5K - $60.4K
|
80K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
387K+ 17.69% |
$10.5M - $11.6M
|
2.57M
$80.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2K+ 0.25% |
$357K - $395K
|
5.4M
$168M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.01K- 12.16% |
$54.2K - $60K
|
14.5K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-425- 1.09% |
$11.5K - $12.7K
|
38.7K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.8K- 5.99% |
$454K - $502K
|
264K
$8.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
41.8KNew |
$1.13M - $1.25M
|
41.8K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-53- 0.28% |
$1.43K - $1.59K
|
18.8K
$587K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-37- 0.3% |
$1K - $1.11K
|
12.4K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-20.2K- 69.51% |
$547K - $605K
|
8.87K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.18K- 7.01% |
$31.8K - $35.2K
|
15.6K
$486K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.1K+ 22.67% |
$625K - $692K
|
125K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.56K- 37.16% |
$150K - $166K
|
9.4K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-15- 0.01% |
$405 - $449
|
217K
$6.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22K- 5.09% |
$594K - $657K
|
410K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.1K+ 0.74% |
$326K - $361K
|
1.65M
$51.4M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-45.9K- 40.91% |
$1.24M - $1.37M
|
66.4K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4.79K- 10.66% |
$129K - $143K
|
40.1K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.27K+ 5.24% |
$61.2K - $67.8K
|
45.5K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.9K+ 5.47% |
$564K - $625K
|
403K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
82.1KNew |
$2.22M - $2.46M
|
82.1K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.41K- 3.21% |
$65.2K - $72.2K
|
72.8K
$2.27M
|