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 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.01K+ 6.29% |
$83.5K - $105K
|
50.8K
$1.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9+ 0.72% |
$250 - $314
|
1.25K
$46.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
16.6KNew |
$461K - $578K
|
16.6K
$614K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
392K+ 2535.6% |
$10.9M - $13.7M
|
408K
$15.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51.4K+ 232.0% |
$1.43M - $1.79M
|
73.6K
$2.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.3K+ 28.04% |
$591K - $740K
|
97K
$3.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.22K+ 2.24% |
$256K - $321K
|
421K
$15.6M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-524- 1.85% |
$14.6K - $18.3K
|
27.8K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-41- 0.13% |
$1.14K - $1.43K
|
30.3K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-170- 0.61% |
$4.72K - $5.92K
|
27.9K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-138- 14.63% |
$3.84K - $4.81K
|
805
$29.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.72K- 8.88% |
$75.6K - $94.8K
|
27.9K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
7.08K+ 5.0% |
$197K - $246K
|
149K
$5.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.11KNew |
$170K - $213K
|
6.11K
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-657- 0.68% |
$18.3K - $22.9K
|
95.5K
$3.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
54+ 0.45% |
$1.5K - $1.88K
|
11.9K
$441K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.95K- 0.87% |
$165K - $207K
|
680K
$25.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.18K+ 22.76% |
$32.8K - $41.2K
|
6.38K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-274K- 27.78% |
$7.61M - $9.55M
|
712K
$26.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-62- 0.25% |
$1.72K - $2.16K
|
24.5K
$907K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
528+ 7.51% |
$14.7K - $18.4K
|
7.56K
$280K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11.4K+ 446.25% |
$316K - $396K
|
13.9K
$514K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
50+ 0.7% |
$1.39K - $1.74K
|
7.19K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.85K- 0.8% |
$79.3K - $99.4K
|
351K
$13M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.66K+ 4.33% |
$74K - $92.8K
|
64.2K
$2.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22.2K+ 3.07% |
$618K - $775K
|
747K
$27.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.28K- 8.19% |
$147K - $184K
|
59.2K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.4K- 28.57% |
$178K - $223K
|
16K
$592K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.46K+ 16.74% |
$40.7K - $51K
|
10.2K
$378K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
340+ 1.38% |
$9.45K - $11.8K
|
25K
$924K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.36K- 63.0% |
$232K - $291K
|
4.91K
$182K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.84KNew |
$162K - $204K
|
5.84K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
6.4KNew |
$178K - $223K
|
6.4K
$237K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
47+ 2.32% |
$1.31K - $1.64K
|
2.08K
$76.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-75- 0.18% |
$2.08K - $2.61K
|
41.9K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 14.22% |
$378K - $474K
|
109K
$4.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-652- 6.42% |
$18.1K - $22.7K
|
9.5K
$351K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-101- 0.65% |
$2.81K - $3.52K
|
15.4K
$569K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
77.2K+ 2595.5% |
$2.15M - $2.69M
|
80.2K
$2.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.97K+ 2.25% |
$54.7K - $68.6K
|
89.6K
$3.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.8K+ 15.8% |
$300K - $376K
|
79.1K
$2.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 2.37% |
$278 - $348
|
432
$16K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.36K+ 16.62% |
$93.5K - $117K
|
23.6K
$873K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-20- 0.35% |
$556 - $697
|
5.68K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-50.9K- 21.46% |
$1.41M - $1.77M
|
186K
$6.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.24K- 12.02% |
$34.5K - $43.2K
|
9.08K
$336K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 0.63% |
$831K - $1.04M
|
4.79M
$177M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 4.08% |
$33.5K - $42.1K
|
28.4K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.31K- 5.69% |
$36.4K - $45.6K
|
21.7K
$804K
|