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 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.7KNew |
$406K - $450K
|
14.7K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-102K- 33.76% |
$2.81M - $3.12M
|
200K
$5.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5+ 0.06% |
$138 - $153
|
9.01K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.77K+ 115.37% |
$242K - $269K
|
16.4K
$445K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.03K- 2.57% |
$28.3K - $31.4K
|
38.9K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.1KNew |
$333K - $370K
|
12.1K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-4.13K- 7.37% |
$114K - $126K
|
51.9K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
36.4K+ 15.35% |
$1.01M - $1.12M
|
274K
$7.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-21.5K- 5.72% |
$594K - $658K
|
354K
$9.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 1.55% |
$193 - $214
|
459
$12.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.96K+ 18.02% |
$109K - $121K
|
25.9K
$704K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.23KNew |
$61.7K - $68.4K
|
2.23K
$60.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
836+ 2.81% |
$23.1K - $25.6K
|
30.6K
$832K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.56K- 2.5% |
$264K - $293K
|
373K
$10.1M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-7.07M- 96.43% |
$195M - $217M
|
262K
$7.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.44K- 14.04% |
$67.5K - $74.9K
|
15K
$406K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
83.8K+ 34.9% |
$2.31M - $2.57M
|
324K
$8.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.1K+ 1.72% |
$2.52M - $2.79M
|
5.38M
$146M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-107- 0.25% |
$2.96K - $3.28K
|
43.2K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.74K- 7.69% |
$103K - $114K
|
44.8K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-166- 8.16% |
$4.58K - $5.09K
|
1.87K
$50.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.92K+ 9.01% |
$108K - $120K
|
47.4K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-234- 2.03% |
$6.46K - $7.17K
|
11.3K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-94- 26.55% |
$2.6K - $2.88K
|
260
$7.06K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.35K+ 3.25% |
$92.4K - $102K
|
106K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
8.48K+ 2.16% |
$234K - $260K
|
402K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.01K+ 2.92% |
$83.1K - $92.2K
|
106K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-137- 1.18% |
$3.78K - $4.2K
|
11.4K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-2.13K- 17.46% |
$58.7K - $65.1K
|
10.1K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-500- 2.62% |
$13.8K - $15.3K
|
18.6K
$506K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.28K- 16.78% |
$229K - $254K
|
41.1K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-362- 4.67% |
$10K - $11.1K
|
7.38K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
450+ 2.36% |
$12.4K - $13.8K
|
19.6K
$531K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-932- 6.08% |
$25.7K - $28.6K
|
14.4K
$391K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-90.9K- 82.82% |
$2.51M - $2.79M
|
18.9K
$512K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.45K+ 9.05% |
$123K - $136K
|
53.6K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
28.9K+ 3.45% |
$797K - $885K
|
866K
$23.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
410New |
$11.3K - $12.6K
|
410
$11.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.75K- 26.66% |
$269K - $299K
|
26.8K
$728K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.82% |
$746 - $827
|
3.34K
$90.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
550+ 2.7% |
$15.2K - $16.9K
|
20.9K
$568K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
284New |
$7.84K - $8.7K
|
284
$7.71K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
578+ 2.51% |
$16K - $17.7K
|
23.6K
$641K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7.07K- 2.39% |
$195K - $217K
|
289K
$7.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
28.1K+ 2.94% |
$777K - $862K
|
984K
$26.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-463- 1.35% |
$12.8K - $14.2K
|
33.9K
$919K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
63+ 0.42% |
$1.74K - $1.93K
|
15K
$406K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-700- 2.35% |
$19.3K - $21.4K
|
29.1K
$789K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
18.9KNew |
$523K - $580K
|
18.9K
$515K
|