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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
235+ 2.66% |
$6.35K - $7.45K
|
9.07K
$307K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-9.43K- 15.41% |
$255K - $299K
|
51.8K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.81KNew |
$211K - $248K
|
7.81K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
1.38K+ 14.0% |
$37.3K - $43.8K
|
11.3K
$381K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
7.8K+ 378.64% |
$211K - $247K
|
9.86K
$334K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.28KNew |
$61.5K - $72.1K
|
2.28K
$77K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
306K+ 605.71% |
$8.26M - $9.7M
|
356K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16.3K+ 29.59% |
$440K - $516K
|
71.3K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.06K- 10.4% |
$55.6K - $65.3K
|
17.8K
$601K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.83K- 50.0% |
$49.3K - $57.9K
|
1.83K
$61.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
104KNew |
$2.82M - $3.31M
|
104K
$3.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11K+ 1.54% |
$296K - $348K
|
724K
$24.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.82K+ 15.05% |
$103K - $121K
|
29.2K
$988K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.13% |
$189 - $222
|
5.19K
$176K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.27K+ 231.75% |
$250K - $294K
|
13.3K
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 9.09% |
$1.35K - $1.59K
|
500
$16.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
13+ 0.1% |
$351 - $412
|
13.4K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-138- 1.28% |
$3.73K - $4.37K
|
10.7K
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
2.88K+ 9.29% |
$77.7K - $91.2K
|
33.9K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
177+ 1.88% |
$4.78K - $5.61K
|
9.61K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.76KNew |
$182K - $214K
|
6.76K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-77.4K- 29.43% |
$2.09M - $2.45M
|
186K
$6.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
252+ 1.07% |
$6.8K - $7.99K
|
23.8K
$804K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
38.7KNew |
$1.04M - $1.23M
|
38.7K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.6K- 21.09% |
$690K - $811K
|
95.7K
$3.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.04% |
$162 - $190
|
13.4K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-253- 0.94% |
$6.83K - $8.02K
|
26.8K
$905K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.77K+ 12.83% |
$210K - $246K
|
68.3K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
624+ 3.21% |
$16.8K - $19.8K
|
20K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
327+ 3.95% |
$8.83K - $10.4K
|
8.6K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-322- 1.86% |
$8.69K - $10.2K
|
17K
$575K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 5.14% |
$31.2K - $36.6K
|
21.3K
$722K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-785- 1.98% |
$21.2K - $24.9K
|
38.9K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-255- 3.22% |
$6.89K - $8.08K
|
7.65K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
1+ 0.01% |
$27 - $31.7
|
13.7K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
450+ 5.07% |
$12.2K - $14.3K
|
9.32K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.55K+ 32.05% |
$68.8K - $80.8K
|
10.5K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.9K+ 19.93% |
$51.4K - $60.3K
|
11.4K
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
16.7K+ 12.35% |
$451K - $530K
|
152K
$5.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
18.8K+ 9.17% |
$508K - $596K
|
224K
$7.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
508+ 0.6% |
$13.7K - $16.1K
|
84.8K
$2.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.31K- 9.31% |
$35.5K - $41.7K
|
12.8K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-511- 1.57% |
$13.8K - $16.2K
|
31.9K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.46KNew |
$174K - $205K
|
6.46K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-153- 1.1% |
$4.13K - $4.85K
|
13.7K
$465K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-312- 46.64% |
$8.42K - $9.89K
|
357
$12.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-311- 0.53% |
$8.4K - $9.86K
|
58.7K
$1.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
58+ 0.57% |
$1.57K - $1.84K
|
10.3K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 2.79% |
$345K - $405K
|
471K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-453- 3.79% |
$12.2K - $14.4K
|
11.5K
$390K
|