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 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.44K+ 65.82% |
$65.8K - $73.5K
|
6.15K
$183K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 1.98% |
$61.4K - $68.6K
|
117K
$3.49M
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.09K+ 6.18% |
$56.3K - $62.9K
|
35.9K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.06K+ 0.17% |
$55.6K - $62.1K
|
1.2M
$35.6M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.01K+ 15.11% |
$54.2K - $60.6K
|
15.3K
$455K
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.75K+ 2.79% |
$47.1K - $52.6K
|
64.4K
$1.91M
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.71K+ 6.09% |
$46.1K - $51.5K
|
29.8K
$884K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
1.58K+ 3.02% |
$42.6K - $47.6K
|
54K
$1.6M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.55K+ 6.11% |
$41.7K - $46.6K
|
26.9K
$798K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.33K+ 13.84% |
$35.9K - $40.1K
|
11K
$326K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 7.25% |
$33.7K - $37.7K
|
18.5K
$550K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.09K+ 11.3% |
$29.5K - $32.9K
|
10.8K
$320K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 10.5% |
$28.5K - $31.9K
|
11.1K
$331K
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.05K+ 1.98% |
$28.3K - $31.7K
|
54.2K
$1.61M
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.02K+ 3.07% |
$27.6K - $30.8K
|
34.3K
$1.02M
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$26.9K - $30.1K
|
1K
$29.7K
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 4.44% |
$26.9K - $30.1K
|
23.5K
$698K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
965+ 11.47% |
$26K - $29K
|
9.38K
$278K
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
925+ 0.64% |
$24.9K - $27.8K
|
146K
$4.33M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
750New |
$20.2K - $22.6K
|
750
$22.3K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
689+ 2.41% |
$18.6K - $20.7K
|
29.3K
$871K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
680New |
$18.3K - $20.5K
|
680
$20.2K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
670+ 13.94% |
$18K - $20.2K
|
5.48K
$163K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
649New |
$17.5K - $19.5K
|
649
$19.3K
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
600+ 2.74% |
$16.2K - $18.1K
|
22.5K
$668K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
475New |
$12.8K - $14.3K
|
475
$14.1K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
451+ 4.23% |
$12.1K - $13.6K
|
11.1K
$330K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
410+ 3.74% |
$11K - $12.3K
|
11.4K
$337K
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
402+ 2.2% |
$10.8K - $12.1K
|
18.7K
$555K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
378New |
$10.2K - $11.4K
|
378
$11.2K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
355+ 3.13% |
$9.56K - $10.7K
|
11.7K
$347K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
353+ 35300.0% |
$9.51K - $10.6K
|
354
$10.5K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
348+ 124.29% |
$9.38K - $10.5K
|
628
$18.6K
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
339New |
$9.13K - $10.2K
|
339
$10.1K
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
331+ 1.76% |
$8.92K - $9.96K
|
19.1K
$567K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
258+ 0.38% |
$6.95K - $7.77K
|
67.3K
$2M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
245New |
$6.6K - $7.37K
|
245
$7.27K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
234+ 4.38% |
$6.3K - $7.04K
|
5.58K
$166K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
220+ 2.21% |
$5.93K - $6.62K
|
10.2K
$302K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
216+ 10800.0% |
$5.82K - $6.5K
|
218
$6.47K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
210New |
$5.66K - $6.32K
|
210
$6.23K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
210+ 2.32% |
$5.66K - $6.32K
|
9.26K
$275K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
209+ 11.2% |
$5.63K - $6.29K
|
2.08K
$61.6K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
189+ 2.45% |
$5.09K - $5.69K
|
7.9K
$235K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
183+ 0.14% |
$4.93K - $5.51K
|
131K
$3.88M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
160New |
$4.31K - $4.82K
|
160
$4.75K
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
155+ 0.28% |
$4.18K - $4.67K
|
56.5K
$1.68M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 5.93% |
$2.69K - $3.01K
|
1.79K
$53K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
90New |
$2.42K - $2.71K
|
90
$2.67K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
85+ 1.46% |
$2.29K - $2.56K
|
5.91K
$176K
|