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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
143KNew |
$3.86M - $4.28M
|
143K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.2KNew |
$276K - $305K
|
10.2K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.22K- 8.27% |
$59.9K - $66.3K
|
24.6K
$767K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 0.23% |
$946 - $1.05K
|
15.4K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.9K+ 1.27% |
$51.2K - $56.7K
|
151K
$4.71M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.44K- 7.8% |
$66K - $73K
|
28.9K
$900K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.51K+ 6.51% |
$95K - $105K
|
57.5K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.55K- 29.08% |
$95.8K - $106K
|
8.65K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.48K- 4.42% |
$93.9K - $104K
|
75.1K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-58.8K- 18.15% |
$1.59M - $1.76M
|
265K
$8.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.35K- 15.45% |
$172K - $190K
|
34.7K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-462- 11.53% |
$12.5K - $13.8K
|
3.55K
$111K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
939+ 7.09% |
$25.4K - $28.1K
|
14.2K
$443K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.22K+ 26.74% |
$141K - $156K
|
24.7K
$772K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10K- 16.53% |
$270K - $299K
|
50.5K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
31KNew |
$837K - $927K
|
31K
$967K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.92K- 54.49% |
$241K - $267K
|
7.45K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.18K- 11.86% |
$58.8K - $65.1K
|
16.2K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 4.76% |
$27 - $29.9
|
22
$686
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-571- 1.95% |
$15.4K - $17.1K
|
28.8K
$898K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-121- 0.97% |
$3.27K - $3.62K
|
12.4K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55K+ 8.35% |
$1.49M - $1.65M
|
713K
$22.3M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.24K- 15.79% |
$60.7K - $67.1K
|
12K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1- 0.01% |
$27 - $29.9
|
9.37K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 1.41% |
$108 - $120
|
288
$8.99K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.07K+ 25.31% |
$191K - $212K
|
35K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.35% |
$487 - $539
|
5.19K
$162K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
600+ 2.42% |
$16.2K - $18K
|
25.4K
$791K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
29.4K+ 7.3% |
$794K - $879K
|
432K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.78K- 12.01% |
$75.2K - $83.3K
|
20.4K
$636K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.02K- 60.39% |
$27.6K - $30.5K
|
669
$20.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
12.3K+ 62.41% |
$332K - $367K
|
31.9K
$996K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
9.27K+ 1.07% |
$251K - $277K
|
875K
$27.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.06K+ 18.15% |
$55.8K - $61.8K
|
13.4K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
206+ 20.0% |
$5.57K - $6.16K
|
1.24K
$38.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.85KNew |
$239K - $265K
|
8.85K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-242- 2.25% |
$6.54K - $7.24K
|
10.5K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-471- 2.65% |
$12.7K - $14.1K
|
17.3K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2K- 20.06% |
$53.9K - $59.7K
|
7.95K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
37New |
$1K - $1.11K
|
37
$1.15K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.04K- 6.76% |
$55K - $60.9K
|
28.1K
$876K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-381- 0.27% |
$10.3K - $11.4K
|
138K
$4.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.6K- 32.55% |
$97.3K - $108K
|
7.46K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.05K+ 28.15% |
$82.4K - $91.2K
|
13.9K
$433K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
517+ 2.35% |
$14K - $15.5K
|
22.5K
$702K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
21.6K+ 11.77% |
$584K - $646K
|
205K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
73+ 0.27% |
$1.97K - $2.18K
|
27.1K
$846K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-7.67K- 28.55% |
$207K - $230K
|
19.2K
$599K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
50.4K+ 19.66% |
$1.36M - $1.51M
|
306K
$9.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-980- 8.32% |
$26.5K - $29.3K
|
10.8K
$337K
|