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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
67KNew |
$1.86M - $2.33M
|
67K
$2.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.3KNew |
$1.2M - $1.51M
|
43.3K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28K+ 270.58% |
$778K - $976K
|
38.4K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.39KNew |
$178K - $223K
|
6.39K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.53KNew |
$126K - $158K
|
4.53K
$158K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.61K+ 2.38% |
$100K - $126K
|
156K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 4.08% |
$42.9K - $53.7K
|
39.4K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
447+ 4.36% |
$12.4K - $15.6K
|
10.7K
$372K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
254+ 1.89% |
$7.06K - $8.85K
|
13.7K
$476K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
130+ 1.54% |
$3.61K - $4.53K
|
8.56K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
126New |
$3.5K - $4.39K
|
126
$4.38K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
38+ 0.1% |
$1.06K - $1.32K
|
36.7K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13+ 0.07% |
$361 - $453
|
17.4K
$603K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9+ 2.26% |
$250 - $314
|
407
$14.1K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
582K+ 142.07% |
$15.7M - $18.5M
|
992K
$34.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
366K+ 5.55% |
$9.88M - $11.6M
|
6.96M
$242M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
306K+ 605.71% |
$8.26M - $9.7M
|
356K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
275K+ 53.64% |
$7.43M - $8.73M
|
789K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
253KNew |
$6.82M - $8.01M
|
253K
$8.78M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
207K+ 251.22% |
$5.58M - $6.55M
|
289K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126K+ 1.18% |
$3.39M - $3.98M
|
10.7M
$373M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
123K+ 4.85% |
$3.33M - $3.9M
|
2.66M
$92.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
120K+ 866.88% |
$3.24M - $3.81M
|
134K
$4.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119K+ 4.63% |
$3.21M - $3.77M
|
2.69M
$93.6M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
116K+ 447.04% |
$3.14M - $3.69M
|
142K
$4.95M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 6.82% |
$3.03M - $3.56M
|
1.76M
$61.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
106K+ 311.08% |
$2.87M - $3.37M
|
140K
$4.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
104KNew |
$2.82M - $3.31M
|
104K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
97.9KNew |
$2.64M - $3.1M
|
97.9K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
77.8KNew |
$2.1M - $2.47M
|
77.8K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
75.4K+ 98.83% |
$2.04M - $2.39M
|
152K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
68.1KNew |
$1.84M - $2.16M
|
68.1K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67.2K+ 165.56% |
$1.81M - $2.13M
|
108K
$3.75M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
55.3KNew |
$1.49M - $1.75M
|
55.3K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53.4K+ 1.39% |
$1.44M - $1.69M
|
3.9M
$136M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47K+ 160.69% |
$1.27M - $1.49M
|
76.3K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
46.6K+ 3.84% |
$1.26M - $1.48M
|
1.26M
$43.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.4K+ 11.33% |
$1.25M - $1.47M
|
456K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
39.2KNew |
$1.06M - $1.24M
|
39.2K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
38.7KNew |
$1.04M - $1.23M
|
38.7K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
36.3KNew |
$981K - $1.15M
|
36.3K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
32.2K+ 18.65% |
$869K - $1.02M
|
205K
$7.12M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.1K+ 15.94% |
$867K - $1.02M
|
233K
$8.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.9K+ 6.52% |
$862K - $1.01M
|
521K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
27.6K+ 300.0% |
$745K - $875K
|
36.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.7K+ 22.6% |
$720K - $845K
|
145K
$5.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
25.8K+ 12.58% |
$698K - $819K
|
231K
$8.04M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
25KNew |
$675K - $793K
|
25K
$869K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
24.7KNew |
$666K - $781K
|
24.7K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.6K+ 14.85% |
$611K - $718K
|
175K
$6.09M
|
|