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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18.4K+ 339.04% |
$513K - $643K
|
23.9K
$883K
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
373KNew |
$10.4M - $13M
|
373K
$13.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.44K+ 16.34% |
$39.9K - $50K
|
10.2K
$378K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.29K- 12.75% |
$35.8K - $44.9K
|
8.83K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.5K- 6.3% |
$69.4K - $87K
|
37.1K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.2K+ 1.22% |
$61.1K - $76.6K
|
182K
$6.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.96K- 13.05% |
$82.3K - $103K
|
19.7K
$729K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
44New |
$1.22K - $1.53K
|
44
$1.63K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-581- 8.74% |
$16.1K - $20.2K
|
6.06K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-378- 0.96% |
$10.5K - $13.2K
|
39K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.05% |
$834 - $1.05K
|
65.8K
$2.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
50.9KNew |
$1.41M - $1.77M
|
50.9K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
292+ 5.97% |
$8.11K - $10.2K
|
5.18K
$192K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-768- 5.04% |
$21.3K - $26.8K
|
14.5K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
254+ 3.72% |
$7.06K - $8.85K
|
7.08K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.28K- 21.85% |
$175K - $219K
|
22.5K
$831K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1- 0.01% |
$27.8 - $34.8
|
13.7K
$505K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.84K+ 20.22% |
$51K - $63.9K
|
10.9K
$403K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.1K- 8.53% |
$58.4K - $73.2K
|
22.5K
$832K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.45K+ 27.34% |
$124K - $155K
|
20.7K
$767K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-432- 2.09% |
$12K - $15.1K
|
20.2K
$749K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
223+ 2.17% |
$6.2K - $7.77K
|
10.5K
$388K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-161K- 18.18% |
$4.49M - $5.62M
|
726K
$26.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.14KNew |
$171K - $214K
|
6.14K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
997+ 1.82% |
$27.7K - $34.7K
|
55.8K
$2.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
6.29KNew |
$175K - $219K
|
6.29K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 9.09% |
$55.6 - $69.7
|
24
$888
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-984- 0.88% |
$27.3K - $34.3K
|
111K
$4.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
348+ 0.59% |
$9.67K - $12.1K
|
59.1K
$2.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.1KNew |
$281K - $353K
|
10.1K
$374K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.61K- 2.41% |
$100K - $126K
|
146K
$5.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.7K- 12.33% |
$131K - $164K
|
33.4K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-5.17K- 5.59% |
$144K - $180K
|
87.3K
$3.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.94K+ 56.89% |
$221K - $277K
|
21.9K
$810K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-663- 1.57% |
$18.4K - $23.1K
|
41.5K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-157- 6.63% |
$4.36K - $5.47K
|
2.21K
$81.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
890+ 4.82% |
$24.7K - $31K
|
19.4K
$716K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
119+ 0.54% |
$3.31K - $4.15K
|
22.3K
$826K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-755- 2.23% |
$21K - $26.3K
|
33.1K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$337K - $423K
|
12.1K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
124KNew |
$3.45M - $4.33M
|
124K
$4.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
174K+ 66.92% |
$4.82M - $6.05M
|
433K
$16M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6.26KNew |
$174K - $218K
|
6.26K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.74K+ 4.51% |
$48.5K - $60.8K
|
40.4K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-750- 9.09% |
$20.8K - $26.1K
|
7.5K
$277K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
252+ 1.38% |
$7K - $8.78K
|
18.5K
$686K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.16K+ 117.2% |
$254K - $319K
|
17K
$627K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6.91K+ 20.74% |
$192K - $241K
|
40.2K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
40.2KNew |
$1.12M - $1.4M
|
40.2K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.5K- 25.95% |
$375K - $470K
|
38.5K
$1.43M
|