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 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
8.24KNew |
$223K - $247K
|
8.24K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-775- 12.17% |
$20.9K - $23.2K
|
5.59K
$174K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-475- 86.36% |
$12.8K - $14.2K
|
75
$2.34K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.23KNew |
$195K - $216K
|
7.23K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.91K+ 8.4% |
$106K - $117K
|
50.5K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.3K+ 2.41% |
$35K - $38.8K
|
55K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.0% |
$54.1 - $59.8
|
44.6K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-575- 0.87% |
$15.5K - $17.2K
|
65.5K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.41K- 3.1% |
$227K - $252K
|
263K
$8.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
48+ 0.12% |
$1.3K - $1.44K
|
39.7K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
500+ 4.98% |
$13.5K - $15K
|
10.6K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.4K- 2.63% |
$335K - $371K
|
458K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
442+ 2.28% |
$11.9K - $13.2K
|
19.8K
$618K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6K+ 23.09% |
$286K - $317K
|
56.5K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
84.3KNew |
$2.28M - $2.52M
|
84.3K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-23- 0.26% |
$622 - $688
|
8.84K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
19.4KNew |
$523K - $579K
|
19.4K
$604K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.48K- 0.52% |
$94.2K - $104K
|
672K
$21M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-565- 2.35% |
$15.3K - $16.9K
|
23.5K
$734K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300New |
$8.11K - $8.98K
|
300
$9.36K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.72K- 11.3% |
$100K - $111K
|
29.2K
$911K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
140+ 0.1% |
$3.78K - $4.19K
|
135K
$4.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-410- 17.01% |
$11.1K - $12.3K
|
2K
$62.4K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
302New |
$8.34K - $9.25K
|
302
$9.42K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-405- 3.23% |
$11.2K - $12.4K
|
12.1K
$379K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-13.1K- 96.04% |
$363K - $403K
|
541
$16.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
786+ 165.47% |
$21.7K - $24.1K
|
1.26K
$39.3K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7.36KNew |
$203K - $225K
|
7.36K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.4KNew |
$38.6K - $42.8K
|
1.4K
$43.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.7KNew |
$793K - $880K
|
28.7K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2- 0.02% |
$55.2 - $61.3
|
9.38K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7.19KNew |
$199K - $220K
|
7.19K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-439- 17.37% |
$12.1K - $13.5K
|
2.09K
$65.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-184- 0.35% |
$5.08K - $5.64K
|
53K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-958- 22.09% |
$26.5K - $29.4K
|
3.38K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.22KNew |
$255K - $282K
|
9.22K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 2.55% |
$138 - $153
|
201
$6.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
12.6KNew |
$348K - $386K
|
12.6K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12.6KNew |
$349K - $387K
|
12.6K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
7.3KNew |
$202K - $224K
|
7.3K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.05KNew |
$195K - $216K
|
7.05K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
397New |
$11K - $12.2K
|
397
$12.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26+ 185.71% |
$718 - $797
|
40
$1.25K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.03K- 29.16% |
$83.8K - $93K
|
7.37K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
813+ 1.26% |
$22.5K - $24.9K
|
65.4K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.1KNew |
$196K - $218K
|
7.1K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4KNew |
$110K - $123K
|
4K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
10.3KNew |
$284K - $316K
|
10.3K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-85- 9.26% |
$2.35K - $2.6K
|
833
$26K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$13.8K - $15.3K
|
500
$15.6K
|
|