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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.06KNew |
$28.7K - $31.8K
|
1.06K
$33.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.05K+ 7.1% |
$28.4K - $31.4K
|
15.8K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
996+ 0.45% |
$26.9K - $29.8K
|
220K
$6.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
939+ 7.09% |
$25.4K - $28.1K
|
14.2K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
742New |
$20.1K - $22.2K
|
742
$23.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
663New |
$17.9K - $19.8K
|
663
$20.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
658+ 3.58% |
$17.8K - $19.7K
|
19K
$593K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
656+ 2.4% |
$17.7K - $19.6K
|
27.9K
$872K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
600+ 2.42% |
$16.2K - $18K
|
25.4K
$791K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
567+ 2.56% |
$15.3K - $17K
|
22.7K
$708K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
541+ 3.44% |
$14.6K - $16.2K
|
16.2K
$507K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
532+ 15.23% |
$14.4K - $15.9K
|
4.02K
$126K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
517+ 2.35% |
$14K - $15.5K
|
22.5K
$702K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
500+ 4.98% |
$13.5K - $15K
|
10.6K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
442+ 2.28% |
$11.9K - $13.2K
|
19.8K
$618K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
436New |
$11.8K - $13K
|
436
$13.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
414+ 2.77% |
$11.2K - $12.4K
|
15.4K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
341+ 0.38% |
$9.22K - $10.2K
|
89.3K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 2.39% |
$8.11K - $8.98K
|
12.8K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300New |
$8.11K - $8.98K
|
300
$9.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
266New |
$7.19K - $7.96K
|
266
$8.3K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
211+ 3.85% |
$5.7K - $6.31K
|
5.69K
$177K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
206+ 20.0% |
$5.57K - $6.16K
|
1.24K
$38.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
201New |
$5.43K - $6.01K
|
201
$6.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
190+ 161.02% |
$5.14K - $5.68K
|
308
$9.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
189+ 1.69% |
$5.11K - $5.65K
|
11.4K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
187New |
$5.05K - $5.6K
|
187
$5.83K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
169+ 0.63% |
$4.57K - $5.06K
|
27K
$843K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
146New |
$3.95K - $4.37K
|
146
$4.56K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
140+ 0.1% |
$3.78K - $4.19K
|
135K
$4.22M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
134New |
$3.62K - $4.01K
|
134
$4.18K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
121+ 0.64% |
$3.27K - $3.62K
|
18.9K
$591K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
117+ 0.2% |
$3.16K - $3.5K
|
57.4K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
73+ 0.27% |
$1.97K - $2.18K
|
27.1K
$846K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
50New |
$1.35K - $1.5K
|
50
$1.56K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
48+ 0.12% |
$1.3K - $1.44K
|
39.7K
$1.24M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
45New |
$1.22K - $1.35K
|
45
$1.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
37New |
$1K - $1.11K
|
37
$1.15K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
35+ 0.23% |
$946 - $1.05K
|
15.2K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
28+ 0.15% |
$757 - $838
|
19.3K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
21+ 0.28% |
$568 - $628
|
7.4K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
21+ 0.28% |
$568 - $628
|
7.4K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.35% |
$487 - $539
|
5.19K
$162K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.42% |
$460 - $509
|
1.22K
$38K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.35% |
$351 - $389
|
979
$30.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.08% |
$270 - $299
|
12.3K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9+ 0.02% |
$243 - $269
|
38.9K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.08% |
$189 - $209
|
8.97K
$280K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.45% |
$162 - $180
|
420
$13.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
5New |
$135 - $150
|
5
$156
|