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 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.6K+ 14.92% |
$708K - $785K
|
197K
$5.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
233+ 0.98% |
$6.44K - $7.14K
|
24.1K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-19.8K- 57.71% |
$546K - $606K
|
14.5K
$393K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.11KNew |
$196K - $218K
|
7.11K
$193K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.99K- 21.64% |
$110K - $122K
|
14.5K
$393K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.85K+ 6.98% |
$217K - $240K
|
120K
$3.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 1.56% |
$166 - $184
|
390
$10.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
9.96K+ 4.19% |
$275K - $305K
|
248K
$6.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
$312K - $347K
|
11.3K
$307K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.47% |
$166 - $184
|
414
$11.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
360+ 3.73% |
$9.94K - $11K
|
10K
$272K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-806- 55.4% |
$22.3K - $24.7K
|
649
$17.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.22K- 12.14% |
$33.8K - $37.5K
|
8.86K
$241K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.99K- 26.81% |
$110K - $122K
|
10.9K
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.86K- 6.99% |
$51.4K - $57K
|
24.8K
$673K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
527+ 1.21% |
$14.6K - $16.1K
|
44.2K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.75KNew |
$159K - $176K
|
5.75K
$156K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-10.2K- 18.61% |
$282K - $312K
|
44.6K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.4K+ 5.8% |
$38.7K - $42.9K
|
25.6K
$694K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-269- 0.73% |
$7.43K - $8.24K
|
36.7K
$997K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 31.49% |
$291K - $323K
|
22.9K
$623K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 12.69% |
$75.5K - $83.8K
|
18.8K
$511K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.36K- 11.7% |
$120K - $134K
|
32.9K
$894K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
13.5K+ 6.37% |
$372K - $413K
|
225K
$6.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.21K- 24.54% |
$116K - $129K
|
13K
$352K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.36% |
$359 - $398
|
966
$26.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
65+ 0.31% |
$1.8K - $1.99K
|
20.9K
$569K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.61K- 1.53% |
$155K - $172K
|
362K
$9.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$27.6 - $30.6
|
32.4K
$879K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.02KNew |
$194K - $215K
|
7.02K
$191K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.11K- 11.95% |
$30.5K - $33.9K
|
8.15K
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-65- 0.9% |
$1.8K - $1.99K
|
7.18K
$195K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.04K+ 3.08% |
$112K - $124K
|
135K
$3.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-155- 0.43% |
$4.28K - $4.75K
|
35.7K
$971K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.15% |
$166 - $184
|
4.01K
$109K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.95K- 12.91% |
$137K - $152K
|
33.4K
$906K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-7.33K- 18.63% |
$203K - $225K
|
32K
$870K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.59K- 46.8% |
$265K - $294K
|
10.9K
$296K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-835- 5.52% |
$23.1K - $25.6K
|
14.3K
$388K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.57K- 4.3% |
$126K - $140K
|
102K
$2.76M
|
|
| Q2 2024 | |||||||
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.21K- 48.98% |
$86.5K - $96.6K
|
3.34K
$90.8K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$27.2
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.37KNew |
$145K - $162K
|
5.37K
$146K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-268- 19.38% |
$7.22K - $8.07K
|
1.12K
$30.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-19.2K- 93.18% |
$517K - $577K
|
1.4K
$38.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-85.2K- 58.65% |
$2.29M - $2.56M
|
60K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-81- 5.03% |
$2.18K - $2.44K
|
1.53K
$41.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.34K- 2.39% |
$63K - $70.4K
|
95.4K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29.7KNew |
$800K - $894K
|
29.7K
$806K
|
|