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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
24.2KNew |
$835K - $901K
|
24.2K
$924K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21.9K+ 11.88% |
$756K - $816K
|
206K
$7.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.6K+ 8.27% |
$713K - $769K
|
270K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.5K+ 9.32% |
$707K - $764K
|
240K
$9.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
20.2KNew |
$697K - $752K
|
20.2K
$771K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
20KNew |
$691K - $746K
|
20K
$765K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
18.5K+ 8.06% |
$639K - $690K
|
248K
$9.48M
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
18K+ 22.48% |
$623K - $672K
|
98.3K
$3.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
17.3K+ 144.77% |
$597K - $644K
|
29.2K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
17.1KNew |
$591K - $638K
|
17.1K
$654K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17.1K+ 70.78% |
$590K - $637K
|
41.2K
$1.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.7K+ 58.93% |
$578K - $624K
|
45.2K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.5K+ 6.83% |
$570K - $615K
|
258K
$9.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
16.3K+ 6.4% |
$563K - $608K
|
271K
$10.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
14.6K+ 13.16% |
$504K - $544K
|
125K
$4.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13.6K+ 37.88% |
$470K - $508K
|
49.6K
$1.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4K+ 7.09% |
$462K - $499K
|
202K
$7.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
13K+ 13.95% |
$449K - $485K
|
106K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6K+ 6.35% |
$436K - $471K
|
211K
$8.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
11.9K+ 104.58% |
$412K - $445K
|
23.3K
$892K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7K+ 41.15% |
$403K - $435K
|
40.1K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.5K+ 38.22% |
$399K - $430K
|
41.8K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.1K+ 67.11% |
$385K - $415K
|
27.7K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11KNew |
$381K - $411K
|
11K
$421K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
10.9K+ 35.29% |
$378K - $408K
|
41.9K
$1.6M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.8K+ 171.78% |
$374K - $403K
|
17.1K
$654K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.7K+ 68.01% |
$369K - $398K
|
26.4K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.4KNew |
$360K - $389K
|
10.4K
$399K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.3K+ 226.07% |
$354K - $382K
|
14.8K
$565K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
9.82K+ 96.98% |
$339K - $366K
|
19.9K
$762K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.77K+ 3.99% |
$337K - $364K
|
254K
$9.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.77KNew |
$337K - $364K
|
9.77K
$373K
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
9.17K+ 2.85% |
$317K - $342K
|
330K
$12.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.87K+ 11.05% |
$307K - $331K
|
89.2K
$3.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.79K+ 9.21% |
$304K - $328K
|
104K
$3.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
8.54K+ 3.23% |
$295K - $318K
|
272K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.54KNew |
$295K - $318K
|
8.54K
$326K
|
|
|
Nov 04, 2025
Q3 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.53K+ 8.79% |
$294K - $318K
|
106K
$4.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8.28K+ 49.82% |
$286K - $309K
|
24.9K
$951K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.97K+ 5.12% |
$275K - $297K
|
164K
$6.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.59K+ 1.13% |
$262K - $283K
|
679K
$25.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.47K+ 3.03% |
$258K - $278K
|
254K
$9.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.46K+ 6.83% |
$258K - $278K
|
117K
$4.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.44KNew |
$257K - $277K
|
7.44K
$284K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.35K+ 17.72% |
$254K - $274K
|
48.8K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.32K+ 8.67% |
$253K - $273K
|
91.7K
$3.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.19K+ 19.38% |
$248K - $268K
|
44.3K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
7.18KNew |
$248K - $268K
|
7.18K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.09K+ 27.66% |
$245K - $264K
|
32.7K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.08K+ 8.94% |
$244K - $264K
|
86.2K
$3.3M
|
|