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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.26K- 15.05% |
$34.8K - $38.6K
|
7.11K
$193K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7K- 6.19% |
$193K - $214K
|
106K
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-134- 1.22% |
$3.7K - $4.11K
|
10.8K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.82K- 15.77% |
$271K - $301K
|
52.4K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6.63KNew |
$183K - $203K
|
6.63K
$180K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.29K+ 58.91% |
$90.8K - $101K
|
8.87K
$241K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.59K+ 17.69% |
$265K - $294K
|
63.8K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.69KNew |
$46.7K - $51.8K
|
1.69K
$45.9K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.6K- 13.46% |
$99.5K - $110K
|
23.2K
$629K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2K+ 8.78% |
$55.2K - $61.3K
|
24.8K
$673K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-616- 1.53% |
$17K - $18.9K
|
39.7K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
698+ 0.97% |
$19.3K - $21.4K
|
72.8K
$1.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.72K+ 14.1% |
$75K - $83.2K
|
22K
$597K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
113+ 1.22% |
$3.12K - $3.46K
|
9.38K
$255K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.16KNew |
$59.8K - $66.3K
|
2.16K
$58.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-373- 1.57% |
$10.3K - $11.4K
|
23.4K
$637K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-403- 1.02% |
$11.1K - $12.3K
|
39.1K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
431+ 1.6% |
$11.9K - $13.2K
|
27.3K
$741K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
6.81KNew |
$188K - $209K
|
6.81K
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
955+ 3.66% |
$26.4K - $29.3K
|
27.1K
$735K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
198+ 0.74% |
$5.47K - $6.07K
|
26.9K
$730K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.1K- 4.76% |
$527K - $585K
|
382K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.72K+ 1.85% |
$213K - $236K
|
426K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.9K- 7.55% |
$1.66M - $1.84M
|
735K
$20M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
663+ 6.19% |
$18.3K - $20.3K
|
11.4K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.0% |
$55.2 - $61.3
|
44.6K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
181+ 1.03% |
$5K - $5.55K
|
17.8K
$483K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.45K- 2.65% |
$178K - $197K
|
237K
$6.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.82KNew |
$188K - $209K
|
6.82K
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.13KNew |
$197K - $218K
|
7.13K
$194K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
475+ 0.77% |
$13.1K - $14.6K
|
62K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.94K+ 78.26% |
$192K - $213K
|
15.8K
$429K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.16% |
$3.84K - $4.26K
|
12.1K
$328K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.7K- 16.9% |
$74.4K - $82.6K
|
13.3K
$360K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
293+ 1.52% |
$8.09K - $8.98K
|
19.5K
$530K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.43K- 10.44% |
$150K - $166K
|
46.5K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
500+ 3.01% |
$13.8K - $15.3K
|
17.1K
$465K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
129K+ 90.68% |
$3.57M - $3.96M
|
271K
$7.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.02% |
$55.2 - $61.3
|
10.4K
$283K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.94K+ 4.52% |
$219K - $243K
|
183K
$4.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.1K- 39.62% |
$58K - $64.4K
|
3.2K
$87K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-987- 3.21% |
$27.3K - $30.2K
|
29.8K
$808K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-135- 1.13% |
$3.73K - $4.14K
|
11.8K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-679- 3.57% |
$18.8K - $20.8K
|
18.4K
$499K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 2.5% |
$31.3K - $34.7K
|
46.5K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
201+ 1.05% |
$5.55K - $6.16K
|
19.4K
$526K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.42K+ 1.14% |
$39.1K - $43.4K
|
125K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.44% |
$470 - $521
|
1.2K
$32.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.83K- 26.18% |
$50.6K - $56.2K
|
5.17K
$140K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-470- 0.96% |
$13K - $14.4K
|
48.4K
$1.31M
|