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 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.09KNew |
$197K - $247K
|
7.09K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
6.22KNew |
$173K - $217K
|
6.22K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.88K+ 2.88% |
$52.3K - $65.6K
|
67.2K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 100.0% |
$137K - $172K
|
9.88K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.1K+ 5.28% |
$753K - $944K
|
540K
$20M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.25% |
$278 - $348
|
4.02K
$149K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.64KNew |
$45.5K - $57K
|
1.64K
$60.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
4+ 0.01% |
$111 - $139
|
44.6K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52K+ 7.08% |
$42.2K - $53K
|
23K
$850K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2KNew |
$55.6K - $69.7K
|
2K
$74K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.6KNew |
$656K - $822K
|
23.6K
$872K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.5K- 9.1% |
$320K - $402K
|
115K
$4.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 3.34% |
$484K - $607K
|
539K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.6K+ 12.33% |
$600K - $752K
|
197K
$7.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.74K+ 2.58% |
$104K - $130K
|
148K
$5.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
9.84K+ 90.46% |
$273K - $343K
|
20.7K
$766K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
153K+ 460.24% |
$4.24M - $5.32M
|
186K
$6.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
288+ 2.33% |
$8K - $10K
|
12.7K
$468K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
93.2KNew |
$2.59M - $3.25M
|
93.2K
$3.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.21K- 12.63% |
$33.7K - $42.3K
|
8.39K
$310K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
7.87KNew |
$219K - $274K
|
7.87K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
43.1KNew |
$1.2M - $1.5M
|
43.1K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-224- 2.66% |
$6.22K - $7.8K
|
8.19K
$303K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.86K+ 3.96% |
$79.5K - $99.6K
|
75K
$2.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
11KNew |
$305K - $382K
|
11K
$405K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-773- 2.25% |
$21.5K - $26.9K
|
33.6K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
158K+ 173.39% |
$4.4M - $5.51M
|
249K
$9.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
376+ 0.39% |
$10.4K - $13.1K
|
97.6K
$3.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.59KNew |
$239K - $299K
|
8.59K
$318K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
23.6KNew |
$656K - $823K
|
23.6K
$873K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.02K+ 2.96% |
$251K - $314K
|
314K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-312- 87.39% |
$8.67K - $10.9K
|
45
$1.66K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
557+ 0.91% |
$15.5K - $19.4K
|
61.9K
$2.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-8.27K- 46.98% |
$230K - $288K
|
9.33K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
19.8KNew |
$549K - $688K
|
19.8K
$731K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
113+ 14.66% |
$3.14K - $3.94K
|
884
$32.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.66KNew |
$241K - $302K
|
8.66K
$320K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.16K+ 14.43% |
$60.1K - $75.3K
|
17.1K
$634K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.57K+ 18.57% |
$43.7K - $54.8K
|
10K
$372K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
50New |
$1.39K - $1.74K
|
50
$1.85K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
8.88K+ 52.25% |
$247K - $309K
|
25.9K
$957K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-713- 0.47% |
$19.8K - $24.8K
|
151K
$5.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
321K+ 77.79% |
$8.91M - $11.2M
|
733K
$27.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
82.6K+ 4521.85% |
$2.29M - $2.88M
|
84.4K
$3.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-321- 0.92% |
$8.92K - $11.2K
|
34.4K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 11.14% |
$33.3K - $41.7K
|
11.9K
$441K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-134- 2.85% |
$3.72K - $4.67K
|
4.57K
$169K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13.4K+ 120.71% |
$372K - $467K
|
24.5K
$906K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.82KNew |
$162K - $203K
|
5.82K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
24.6K+ 12.03% |
$684K - $858K
|
229K
$8.49M
|