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 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
10.4K+ 4.48% |
$288K - $361K
|
242K
$8.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600New |
$16.7K - $20.9K
|
600
$22.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
25+ 2.34% |
$695 - $871
|
1.09K
$40.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
111KNew |
$3.08M - $3.86M
|
111K
$4.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
63+ 0.58% |
$1.75K - $2.19K
|
10.8K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.34KNew |
$232K - $290K
|
8.34K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.5K- 3.5% |
$459K - $575K
|
455K
$16.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-137- 3.47% |
$3.81K - $4.77K
|
3.81K
$141K
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
24.6K+ 147.08% |
$684K - $857K
|
41.3K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.29KNew |
$175K - $219K
|
6.29K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
600+ 2.06% |
$16.7K - $20.9K
|
29.8K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.06K+ 0.96% |
$85.1K - $107K
|
321K
$11.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.01% |
$27.8 - $34.8
|
13.7K
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.32K- 5.23% |
$36.7K - $46.1K
|
23.9K
$885K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.32KNew |
$176K - $220K
|
6.32K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
24+ 0.18% |
$667 - $836
|
13.5K
$498K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
580+ 2.83% |
$16.1K - $20.2K
|
21.1K
$779K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
15KNew |
$417K - $523K
|
15K
$555K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-1.88K- 1.35% |
$52.2K - $65.5K
|
137K
$5.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
257+ 1.77% |
$7.14K - $8.95K
|
14.8K
$547K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-75- 0.83% |
$2.08K - $2.61K
|
8.99K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.87% |
$55.6 - $69.7
|
109
$4.03K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-339- 0.97% |
$9.42K - $11.8K
|
34.6K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
71.8KNew |
$2M - $2.5M
|
71.8K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.8K+ 79.78% |
$299K - $375K
|
24.2K
$896K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
21.6KNew |
$601K - $754K
|
21.6K
$800K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.51KNew |
$181K - $227K
|
6.51K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
30.5KNew |
$848K - $1.06M
|
30.5K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
74.8K+ 31.89% |
$2.08M - $2.61M
|
309K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 21.79% |
$64.5K - $80.9K
|
13K
$480K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
166+ 0.29% |
$4.61K - $5.78K
|
57.4K
$2.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-31.5K- 27.07% |
$875K - $1.1M
|
84.8K
$3.14M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-286- 1.87% |
$7.95K - $9.96K
|
15K
$556K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
917+ 10.53% |
$25.5K - $31.9K
|
9.62K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
4.55K+ 10.7% |
$127K - $159K
|
47.1K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
114K+ 45.46% |
$3.16M - $3.96M
|
364K
$13.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.61K- 13.64% |
$72.4K - $90.8K
|
16.5K
$610K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
300+ 44.12% |
$8.34K - $10.5K
|
980
$36.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16.7KNew |
$464K - $581K
|
16.7K
$617K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.97K+ 2.32% |
$54.7K - $68.6K
|
86.7K
$3.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-6.36K- 8.71% |
$177K - $221K
|
66.6K
$2.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
100K+ 519.48% |
$2.78M - $3.48M
|
119K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
6.17KNew |
$171K - $215K
|
6.17K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
447+ 4.36% |
$12.4K - $15.6K
|
10.7K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
126New |
$3.5K - $4.39K
|
126
$4.66K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-12.9K- 5.67% |
$357K - $448K
|
214K
$7.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.53KNew |
$126K - $158K
|
4.53K
$168K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28K+ 270.58% |
$778K - $976K
|
38.4K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
130+ 1.54% |
$3.61K - $4.53K
|
8.56K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.64K- 32.57% |
$240K - $301K
|
17.9K
$662K
|