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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.3K+ 7.02% |
$845K - $936K
|
477K
$14.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
31KNew |
$837K - $927K
|
31K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
30.9K+ 60.08% |
$835K - $924K
|
82.3K
$2.57M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
30.8KNew |
$832K - $921K
|
30.8K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
29.7K+ 2.47% |
$803K - $889K
|
1.23M
$38.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
29.4K+ 7.3% |
$794K - $879K
|
432K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.9KNew |
$781K - $864K
|
28.9K
$901K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
28.1K+ 11.36% |
$760K - $842K
|
276K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28K+ 61.53% |
$757K - $838K
|
73.6K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
27.5K+ 56.24% |
$742K - $822K
|
76.3K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
26.3K+ 27.85% |
$710K - $786K
|
121K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
24.3K+ 10.78% |
$656K - $726K
|
249K
$7.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.1K+ 22.67% |
$625K - $692K
|
125K
$3.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
22.2K+ 41.3% |
$599K - $663K
|
75.8K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22KNew |
$593K - $657K
|
22K
$685K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
21.6K+ 11.77% |
$584K - $646K
|
205K
$6.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.9K+ 5.47% |
$564K - $625K
|
403K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
19.4KNew |
$523K - $579K
|
19.4K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
15.9KNew |
$429K - $475K
|
15.9K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
15.1K+ 3775.0% |
$408K - $452K
|
15.5K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14.7K+ 1.49% |
$396K - $439K
|
998K
$31.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14.6KNew |
$394K - $437K
|
14.6K
$455K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
14.6KNew |
$394K - $436K
|
14.6K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.4K+ 13.14% |
$361K - $400K
|
115K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2K+ 0.25% |
$357K - $395K
|
5.4M
$168M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 27.84% |
$356K - $395K
|
60.6K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13K+ 11.31% |
$350K - $388K
|
128K
$3.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$344K - $381K
|
12.7K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.6K+ 10.75% |
$340K - $377K
|
130K
$4.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
12.3K+ 62.41% |
$332K - $367K
|
31.9K
$996K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.1K+ 0.74% |
$326K - $361K
|
1.65M
$51.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6K+ 23.09% |
$286K - $317K
|
56.5K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.6K+ 4.47% |
$286K - $316K
|
247K
$7.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.2KNew |
$276K - $305K
|
10.2K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.1K+ 11.42% |
$274K - $303K
|
98.9K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.94K+ 5.19% |
$269K - $297K
|
201K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.77K+ 113.48% |
$264K - $292K
|
18.4K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.72K+ 5.52% |
$263K - $291K
|
186K
$5.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.57K+ 3.49% |
$259K - $286K
|
283K
$8.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.33KNew |
$252K - $279K
|
9.33K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
9.27K+ 1.07% |
$251K - $277K
|
875K
$27.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.06KNew |
$245K - $271K
|
9.06K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
8.89KNew |
$240K - $266K
|
8.89K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.85KNew |
$239K - $265K
|
8.85K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.85KNew |
$239K - $265K
|
8.85K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.66K+ 22.02% |
$234K - $259K
|
48K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
8.64KNew |
$234K - $259K
|
8.64K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8.43KNew |
$228K - $252K
|
8.43K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
8.24KNew |
$223K - $247K
|
8.24K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8K+ 7.0% |
$216K - $239K
|
122K
$3.81M
|