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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.95K+ 3.99% |
$269K - $316K
|
259K
$8.78M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.09K- 10.9% |
$83.4K - $97.9K
|
25.3K
$855K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.58K- 2.39% |
$42.6K - $50K
|
64.5K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$27 - $31.7
|
1.81K
$61.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
105+ 0.68% |
$2.84K - $3.33K
|
15.5K
$524K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.6K- 55.1% |
$366K - $430K
|
11K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.56KNew |
$177K - $208K
|
6.56K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$411K - $483K
|
15.2K
$515K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.37K- 51.91% |
$199K - $234K
|
6.83K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.03K+ 16.29% |
$109K - $128K
|
28.8K
$973K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
83+ 0.54% |
$2.24K - $2.63K
|
15.5K
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.81K+ 2.55% |
$48.9K - $57.4K
|
73K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.03K+ 5.38% |
$27.9K - $32.7K
|
20.2K
$685K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47K+ 160.69% |
$1.27M - $1.49M
|
76.3K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.1KNew |
$272K - $320K
|
10.1K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-4- 2.99% |
$108 - $127
|
130
$4.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.5K- 22.28% |
$176K - $206K
|
22.7K
$768K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.77K+ 224.35% |
$74.9K - $87.9K
|
4.01K
$136K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
8.86K+ 4.02% |
$239K - $281K
|
229K
$7.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
120+ 5.34% |
$3.24K - $3.8K
|
2.37K
$80.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-139- 0.45% |
$3.75K - $4.41K
|
30.6K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-1.37K- 3.65% |
$36.9K - $43.3K
|
36K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-914- 7.45% |
$24.7K - $29K
|
11.4K
$384K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.1K+ 20.17% |
$436K - $511K
|
96.1K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-2.3K- 21.8% |
$62.1K - $72.9K
|
8.25K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-69.3K- 22.61% |
$1.87M - $2.2M
|
237K
$8.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-631K- 11.69% |
$17M - $20M
|
4.76M
$161M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.58K+ 8.91% |
$96.5K - $113K
|
43.7K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.05K- 24.78% |
$136K - $160K
|
15.3K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.66KNew |
$71.9K - $84.4K
|
2.66K
$90.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-29.1K- 11.05% |
$787K - $924K
|
234K
$7.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-15.6K- 44.47% |
$420K - $493K
|
19.4K
$658K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
24.7KNew |
$666K - $781K
|
24.7K
$834K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-109- 0.9% |
$2.94K - $3.46K
|
12K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-492- 1.71% |
$13.3K - $15.6K
|
28.4K
$960K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.4K- 16.56% |
$64.7K - $76K
|
12.1K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.23K+ 33.61% |
$33.2K - $39K
|
4.89K
$165K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-985- 2.74% |
$26.6K - $31.2K
|
34.9K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.73K- 19.31% |
$101K - $118K
|
15.6K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.35K- 2.88% |
$145K - $170K
|
180K
$6.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
375+ 2.19% |
$10.1K - $11.9K
|
17.5K
$592K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.3K- 25.41% |
$387K - $455K
|
42.1K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4.71KNew |
$127K - $149K
|
4.71K
$159K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.7K+ 50.67% |
$316K - $372K
|
34.9K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.07K- 37.49% |
$164K - $192K
|
10.1K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-28.1K- 23.28% |
$758K - $890K
|
92.5K
$3.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
54+ 0.18% |
$1.46K - $1.71K
|
30.4K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700- 60.87% |
$18.9K - $22.2K
|
450
$15.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6.97K+ 7.72% |
$188K - $221K
|
97.2K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.4K- 18.85% |
$64.7K - $76K
|
10.3K
$349K
|