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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 0.09% |
$351 - $412
|
14K
$472K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 19.31% |
$46.1K - $54.2K
|
7.14K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-21.9K- 1.25% |
$591K - $694K
|
1.73M
$58.5M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.7K- 13.97% |
$316K - $372K
|
72.1K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
97.9KNew |
$2.64M - $3.1M
|
97.9K
$3.31M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.53KNew |
$203K - $239K
|
7.53K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 6.82% |
$3.03M - $3.56M
|
1.76M
$59.6M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-114K- 26.31% |
$3.07M - $3.6M
|
318K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.69K+ 10.65% |
$45.7K - $53.6K
|
17.6K
$595K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
75.4K+ 98.83% |
$2.04M - $2.39M
|
152K
$5.13M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-13K- 14.61% |
$351K - $413K
|
76.1K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
170+ 0.93% |
$4.59K - $5.39K
|
18.5K
$625K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25.8K- 18.68% |
$697K - $819K
|
112K
$3.81M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 8.48% |
$40.2K - $47.2K
|
16.1K
$544K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
21.7K+ 7.66% |
$586K - $688K
|
305K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.3K- 5.53% |
$35.1K - $41.2K
|
22.2K
$752K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-130K- 49.06% |
$3.51M - $4.12M
|
135K
$4.57M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
503+ 67.79% |
$13.6K - $15.9K
|
1.25K
$42.1K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.91K+ 11.47% |
$133K - $156K
|
47.8K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.03KNew |
$190K - $223K
|
7.03K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.62K+ 6.4% |
$206K - $242K
|
127K
$4.29M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.9K+ 6.52% |
$862K - $1.01M
|
521K
$17.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 4.82% |
$30.5K - $35.9K
|
24.6K
$832K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-12.3K- 1.23% |
$333K - $390K
|
986K
$33.4M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.43K+ 7.6% |
$65.5K - $76.9K
|
34.4K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.64KNew |
$179K - $211K
|
6.64K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.49K+ 3.98% |
$40.3K - $47.3K
|
38.9K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.22K- 6.46% |
$32.8K - $38.5K
|
17.6K
$596K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-34.5K- 35.94% |
$932K - $1.09M
|
61.5K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.43K- 1.79% |
$120K - $140K
|
243K
$8.21M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-231- 2.67% |
$6.24K - $7.32K
|
8.42K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.2KNew |
$194K - $228K
|
7.2K
$244K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67.2K+ 165.56% |
$1.81M - $2.13M
|
108K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
17KNew |
$459K - $539K
|
17K
$575K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 5.07% |
$30.8K - $36.1K
|
23.6K
$799K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.45K+ 18.81% |
$120K - $141K
|
28.1K
$951K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-399- 1.7% |
$10.8K - $12.6K
|
23K
$780K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
190+ 3.34% |
$5.13K - $6.02K
|
5.88K
$199K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
51+ 0.54% |
$1.38K - $1.62K
|
9.43K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
567+ 11.63% |
$15.3K - $18K
|
5.44K
$184K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
254+ 2.42% |
$6.86K - $8.05K
|
10.7K
$363K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.25K+ 18.71% |
$142K - $167K
|
33.3K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.93K- 5.49% |
$52K - $61.1K
|
33.2K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-142- 1.6% |
$3.83K - $4.5K
|
8.75K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
670+ 3.38% |
$18.1K - $21.2K
|
20.5K
$693K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.25K+ 96.53% |
$33.8K - $39.6K
|
2.55K
$86.1K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-12.6K- 55.3% |
$339K - $398K
|
10.1K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-912- 54.74% |
$24.6K - $28.9K
|
754
$25.5K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.7K- 4.7% |
$73K - $85.7K
|
54.8K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
78+ 487.5% |
$2.11K - $2.47K
|
94
$3.18K
|