Latest Institutional Purchases of Ishares Tr (IDV)
This list provides information on the latest institutional transactions involving Ishares Tr (IDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
129K+ 90.68% |
$3.57M - $3.96M
|
271K
$8.06M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.6K+ 14.92% |
$708K - $785K
|
197K
$5.86M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
13.5K+ 6.37% |
$372K - $413K
|
225K
$6.69M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
$312K - $347K
|
11.3K
$336K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
9.96K+ 4.19% |
$275K - $305K
|
248K
$7.35M
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.94K+ 4.52% |
$219K - $243K
|
183K
$5.45M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.85K+ 6.98% |
$217K - $240K
|
120K
$3.57M
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.13KNew |
$197K - $218K
|
7.13K
$212K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.11KNew |
$196K - $218K
|
7.11K
$211K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.02KNew |
$194K - $215K
|
7.02K
$208K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.94K+ 78.26% |
$192K - $213K
|
15.8K
$469K
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.82KNew |
$188K - $209K
|
6.82K
$202K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.75KNew |
$159K - $176K
|
5.75K
$171K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.04K+ 3.08% |
$112K - $124K
|
135K
$4.01M
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.42K+ 1.14% |
$39.1K - $43.4K
|
125K
$3.72M
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.4K+ 5.8% |
$38.7K - $42.9K
|
25.6K
$759K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 2.5% |
$31.3K - $34.7K
|
46.5K
$1.38M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
527+ 1.21% |
$14.6K - $16.1K
|
44.2K
$1.31M
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
500+ 3.01% |
$13.8K - $15.3K
|
17.1K
$508K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
475+ 0.77% |
$13.1K - $14.6K
|
62K
$1.84M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
360+ 3.73% |
$9.94K - $11K
|
10K
$297K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
293+ 1.52% |
$8.09K - $8.98K
|
19.5K
$579K
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
233+ 0.98% |
$6.44K - $7.14K
|
24.1K
$715K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
201+ 1.05% |
$5.55K - $6.16K
|
19.4K
$575K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.16% |
$3.84K - $4.26K
|
12.1K
$359K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
65+ 0.31% |
$1.8K - $1.99K
|
20.9K
$622K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.44% |
$470 - $521
|
1.2K
$35.6K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.36% |
$359 - $398
|
966
$28.7K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 1.56% |
$166 - $184
|
390
$11.6K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.47% |
$166 - $184
|
414
$12.3K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.15% |
$166 - $184
|
4.01K
$119K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.02% |
$55.2 - $61.3
|
10.4K
$310K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
7.07M+ 2667.0% |
$190M - $213M
|
7.33M
$218M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
198K+ 1.86% |
$5.34M - $5.96M
|
10.8M
$321M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
156K+ 8.6% |
$4.21M - $4.71M
|
1.98M
$58.7M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
155K+ 7.51% |
$4.17M - $4.66M
|
2.22M
$65.8M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
140K+ 34.44% |
$3.78M - $4.22M
|
548K
$16.3M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105K+ 13.97% |
$2.82M - $3.15M
|
855K
$25.4M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
103KNew |
$2.77M - $3.1M
|
103K
$3.05M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
97.8KNew |
$2.63M - $2.94M
|
97.8K
$2.9M
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
87.1KNew |
$2.35M - $2.62M
|
87.1K
$2.59M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.4K+ 9.72% |
$1.9M - $2.12M
|
795K
$23.6M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
70.1KNew |
$1.89M - $2.11M
|
70.1K
$2.08M
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
52.9K+ 21.8% |
$1.43M - $1.59M
|
296K
$8.78M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
38.3K+ 124.21% |
$1.03M - $1.15M
|
69.1K
$2.05M
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
34.3K+ 157.4% |
$923K - $1.03M
|
56K
$1.66M
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
30.8K+ 167.14% |
$829K - $926K
|
49.2K
$1.46M
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29.7KNew |
$800K - $894K
|
29.7K
$881K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
28.5K+ 5.17% |
$768K - $858K
|
579K
$17.2M
|