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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.2K- 32.46% |
$301K - $334K
|
23.2K
$724K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.25K- 6.39% |
$33.8K - $37.4K
|
18.3K
$571K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 2.39% |
$8.11K - $8.98K
|
12.8K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-453- 3.15% |
$12.2K - $13.6K
|
13.9K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.7K+ 20.14% |
$73K - $80.8K
|
16.1K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.98K- 34.27% |
$135K - $149K
|
9.55K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.8K- 10.93% |
$590K - $653K
|
178K
$5.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.47K+ 1.66% |
$39.8K - $44.1K
|
90.3K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.17K+ 3.92% |
$113K - $125K
|
110K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-20.1K- 47.63% |
$544K - $603K
|
22.2K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.7K- 2.28% |
$316K - $350K
|
501K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
35.9KNew |
$970K - $1.07M
|
35.9K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.3K+ 7.02% |
$845K - $936K
|
477K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-792- 3.26% |
$21.4K - $23.7K
|
23.5K
$734K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.76K- 23.27% |
$210K - $232K
|
25.6K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.06K+ 11.96% |
$191K - $211K
|
66.1K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-372- 11.14% |
$10.1K - $11.1K
|
2.97K
$92.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.3K- 12.11% |
$89.2K - $98.7K
|
23.9K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22KNew |
$593K - $657K
|
22K
$685K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.9KNew |
$213K - $236K
|
7.9K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-5.37K- 8.14% |
$145K - $161K
|
60.5K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.58K+ 48.76% |
$205K - $227K
|
23.1K
$722K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.46K- 1.55% |
$175K - $193K
|
410K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-57.8K- 49.2% |
$1.56M - $1.73M
|
59.7K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.15K- 5.66% |
$193K - $214K
|
119K
$3.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.94K+ 5.19% |
$269K - $297K
|
201K
$6.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
8.64KNew |
$234K - $259K
|
8.64K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-342- 2.82% |
$9.24K - $10.2K
|
11.8K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.69K- 2.32% |
$45.7K - $50.6K
|
71.2K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14.7K+ 1.49% |
$396K - $439K
|
998K
$31.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-142- 0.6% |
$3.84K - $4.25K
|
23.5K
$732K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
27.5K+ 56.24% |
$742K - $822K
|
76.3K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.42K+ 961.87% |
$119K - $132K
|
4.87K
$152K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.21MNew |
$32.8M - $36.3M
|
1.21M
$37.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
6.89K+ 1.7% |
$186K - $206K
|
412K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.33KNew |
$252K - $279K
|
9.33K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
211+ 3.85% |
$5.7K - $6.31K
|
5.69K
$177K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.95K+ 22.79% |
$52.7K - $58.3K
|
10.5K
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12.1K- 3.23% |
$326K - $361K
|
361K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.8K- 18.03% |
$103K - $114K
|
17.3K
$539K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.97K- 35.04% |
$53.4K - $59.1K
|
3.66K
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.21K- 2.8% |
$32.7K - $36.2K
|
42K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-188K- 9.72% |
$5.09M - $5.63M
|
1.75M
$54.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
146New |
$3.95K - $4.37K
|
146
$4.56K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
532+ 15.23% |
$14.4K - $15.9K
|
4.02K
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.95KNew |
$107K - $118K
|
3.95K
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.7K+ 53.65% |
$992K - $1.1M
|
105K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$344K - $381K
|
12.7K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
22.2K+ 41.3% |
$599K - $663K
|
75.8K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.17K+ 3.92% |
$113K - $125K
|
110K
$3.44M
|