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 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
215+ 106.97% |
$5.97K - $7.49K
|
416
$15.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
540+ 2.1% |
$15K - $18.8K
|
26.2K
$969K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.91K- 2.54% |
$136K - $171K
|
189K
$6.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
254+ 1.89% |
$7.06K - $8.85K
|
13.7K
$507K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
38+ 0.1% |
$1.06K - $1.32K
|
36.7K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.3KNew |
$1.2M - $1.51M
|
43.3K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 4.08% |
$42.9K - $53.7K
|
39.4K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13+ 0.07% |
$361 - $453
|
17.4K
$642K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.08K- 5.84% |
$29.9K - $37.5K
|
17.4K
$642K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.28K- 5.21% |
$63.3K - $79.4K
|
41.4K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
67KNew |
$1.86M - $2.33M
|
67K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.39KNew |
$178K - $223K
|
6.39K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.61K+ 2.38% |
$100K - $126K
|
156K
$5.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7.54K- 2.24% |
$209K - $263K
|
329K
$12.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9+ 2.26% |
$250 - $314
|
407
$15.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.5K- 7.04% |
$97.1K - $122K
|
46.2K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.85K- 1.3% |
$190K - $239K
|
521K
$19.3M
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
11.8KNew |
$319K - $375K
|
11.8K
$437K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
943+ 4.62% |
$25.5K - $29.9K
|
21.3K
$789K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
141New |
$3.81K - $4.47K
|
141
$5.21K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-506- 6.49% |
$13.7K - $16K
|
7.29K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.9K- 21.44% |
$78.3K - $91.9K
|
10.6K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-121K- 12.62% |
$3.27M - $3.84M
|
839K
$31M
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$331K - $389K
|
12.3K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
825+ 7.27% |
$22.3K - $26.2K
|
12.2K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-138- 0.35% |
$3.73K - $4.37K
|
38.8K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
39.2KNew |
$1.06M - $1.24M
|
39.2K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-292- 0.03% |
$7.88K - $9.26K
|
875K
$32.4M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
13.5K+ 57.45% |
$365K - $428K
|
37K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.29K+ 157300.0% |
$170K - $199K
|
6.3K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-65.9K- 79.4% |
$1.78M - $2.09M
|
17.1K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
83+ 0.44% |
$2.24K - $2.63K
|
19.1K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.57KNew |
$42.3K - $49.6K
|
1.57K
$57.9K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-700- 6.61% |
$18.9K - $22.2K
|
9.9K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-137K- 13.79% |
$3.69M - $4.33M
|
853K
$31.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.71K- 12.55% |
$154K - $181K
|
39.8K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
55.3KNew |
$1.49M - $1.75M
|
55.3K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$271K - $319K
|
10.1K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-130K- 49.06% |
$3.51M - $4.12M
|
135K
$4.99M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.2KNew |
$194K - $228K
|
7.2K
$266K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
190+ 3.34% |
$5.13K - $6.02K
|
5.88K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$27 - $31.7
|
1.81K
$67.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.1KNew |
$272K - $320K
|
10.1K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.58K+ 8.91% |
$96.5K - $113K
|
43.7K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-109- 0.9% |
$2.94K - $3.46K
|
12K
$444K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.73K- 19.31% |
$101K - $118K
|
15.6K
$576K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
375+ 2.19% |
$10.1K - $11.9K
|
17.5K
$647K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700- 60.87% |
$18.9K - $22.2K
|
450
$16.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
7.8K+ 378.64% |
$211K - $247K
|
9.86K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.28KNew |
$61.5K - $72.1K
|
2.28K
$84.2K
|
|