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 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
77.8KNew |
$2.1M - $2.47M
|
77.8K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.9K+ 2.37% |
$321K - $377K
|
513K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.5K+ 2.36% |
$257K - $301K
|
412K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-66.8K- 5.42% |
$1.8M - $2.12M
|
1.17M
$41.4M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.46K- 3.5% |
$93.5K - $110K
|
95.6K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
146+ 21.92% |
$3.94K - $4.63K
|
812
$28.9K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
144+ 0.11% |
$3.89K - $4.56K
|
128K
$4.54M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-43- 0.35% |
$1.16K - $1.36K
|
12.4K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.48KNew |
$229K - $269K
|
8.48K
$301K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.71K+ 4.56% |
$154K - $181K
|
131K
$4.66M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.98K+ 37.67% |
$80.3K - $94.3K
|
10.9K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
55.3KNew |
$1.49M - $1.75M
|
55.3K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-34.5K- 3.74% |
$931K - $1.09M
|
888K
$31.6M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.8K+ 2.05% |
$372K - $436K
|
686K
$24.4M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
9.22KNew |
$249K - $292K
|
9.22K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
20+ 0.06% |
$540 - $634
|
34.7K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.98KNew |
$80.4K - $94.3K
|
2.98K
$106K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.49K- 0.99% |
$40.3K - $47.4K
|
150K
$5.32M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$271K - $319K
|
10.1K
$358K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 0.09% |
$351 - $412
|
14K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 19.31% |
$46.1K - $54.2K
|
7.14K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.7K- 13.97% |
$316K - $372K
|
72.1K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
97.9KNew |
$2.64M - $3.1M
|
97.9K
$3.48M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.53KNew |
$203K - $239K
|
7.53K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 6.82% |
$3.03M - $3.56M
|
1.76M
$62.7M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.69K+ 10.65% |
$45.7K - $53.6K
|
17.6K
$625K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
75.4K+ 98.83% |
$2.04M - $2.39M
|
152K
$5.4M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-13K- 14.61% |
$351K - $413K
|
76.1K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
170+ 0.93% |
$4.59K - $5.39K
|
18.5K
$657K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25.8K- 18.68% |
$697K - $819K
|
112K
$4M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 8.48% |
$40.2K - $47.2K
|
16.1K
$572K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
21.7K+ 7.66% |
$586K - $688K
|
305K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.3K- 5.53% |
$35.1K - $41.2K
|
22.2K
$790K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-130K- 49.06% |
$3.51M - $4.12M
|
135K
$4.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
503+ 67.79% |
$13.6K - $15.9K
|
1.25K
$44.3K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.91K+ 11.47% |
$133K - $156K
|
47.8K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.03KNew |
$190K - $223K
|
7.03K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.62K+ 6.4% |
$206K - $242K
|
127K
$4.51M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.9K+ 6.52% |
$862K - $1.01M
|
521K
$18.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 4.82% |
$30.5K - $35.9K
|
24.6K
$875K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-12.3K- 1.23% |
$333K - $390K
|
986K
$35.1M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.43K+ 7.6% |
$65.5K - $76.9K
|
34.4K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.64KNew |
$179K - $211K
|
6.64K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.49K+ 3.98% |
$40.3K - $47.3K
|
38.9K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.22K- 6.46% |
$32.8K - $38.5K
|
17.6K
$626K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-34.5K- 35.94% |
$932K - $1.09M
|
61.5K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.43K- 1.79% |
$120K - $140K
|
243K
$8.63M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-231- 2.67% |
$6.24K - $7.32K
|
8.42K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.2KNew |
$194K - $228K
|
7.2K
$256K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67.2K+ 165.56% |
$1.81M - $2.13M
|
108K
$3.83M
|