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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
360+ 3.73% |
$9.94K - $11K
|
10K
$272K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
293+ 1.52% |
$8.09K - $8.98K
|
19.5K
$530K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
284New |
$7.84K - $8.7K
|
284
$7.71K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
233+ 0.98% |
$6.44K - $7.14K
|
24.1K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
232+ 1.9% |
$6.41K - $7.11K
|
12.4K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
230+ 0.51% |
$6.35K - $7.05K
|
44.9K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
201+ 1.05% |
$5.55K - $6.16K
|
19.4K
$526K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
200+ 9.64% |
$5.52K - $6.13K
|
2.28K
$61.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
198+ 0.74% |
$5.47K - $6.07K
|
26.9K
$730K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
192+ 1.01% |
$5.3K - $5.88K
|
19.3K
$524K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
191+ 1.33% |
$5.28K - $5.85K
|
14.5K
$394K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
181+ 1.03% |
$5K - $5.55K
|
17.8K
$483K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.16% |
$3.84K - $4.26K
|
12.1K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
130+ 0.7% |
$3.59K - $3.98K
|
18.8K
$511K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
122+ 15.44% |
$3.37K - $3.74K
|
912
$24.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
113+ 1.22% |
$3.12K - $3.46K
|
9.38K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
101+ 1.28% |
$2.79K - $3.09K
|
8K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100+ 33.33% |
$2.76K - $3.06K
|
400
$10.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
100+ 0.83% |
$2.76K - $3.06K
|
12.1K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
92+ 0.99% |
$2.54K - $2.82K
|
9.39K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
88+ 0.36% |
$2.43K - $2.7K
|
24.3K
$660K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
65+ 0.31% |
$1.8K - $1.99K
|
20.9K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
63+ 0.42% |
$1.74K - $1.93K
|
15K
$406K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 0.85% |
$1.38K - $1.53K
|
5.96K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
44+ 1.28% |
$1.22K - $1.35K
|
3.49K
$94.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
41+ 0.05% |
$1.13K - $1.26K
|
88.8K
$2.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40+ 0.36% |
$1.1K - $1.23K
|
11.2K
$303K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
34+ 0.23% |
$939 - $1.04K
|
15.1K
$411K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.82% |
$746 - $827
|
3.34K
$90.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26+ 185.71% |
$718 - $797
|
40
$1.09K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 0.21% |
$718 - $797
|
12.5K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.02% |
$718 - $797
|
117K
$3.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.44% |
$470 - $521
|
1.2K
$32.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 0.25% |
$442 - $490
|
6.37K
$173K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
14New |
$387 - $429
|
14
$380
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
14+ 0.03% |
$387 - $429
|
54K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.36% |
$359 - $398
|
966
$26.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 110.0% |
$304 - $337
|
21
$570
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.08% |
$276 - $306
|
12.3K
$333K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 1.55% |
$193 - $214
|
459
$12.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.08% |
$193 - $214
|
8.96K
$243K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 1.56% |
$166 - $184
|
390
$10.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.47% |
$166 - $184
|
414
$11.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.15% |
$166 - $184
|
4.01K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 2.55% |
$138 - $153
|
201
$5.46K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5+ 0.06% |
$138 - $153
|
9.01K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 1.5% |
$82.9 - $91.9
|
203
$5.51K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.02% |
$82.9 - $91.9
|
12.2K
$331K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.29% |
$82.9 - $91.9
|
1.03K
$28K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.17% |
$55.2 - $61.3
|
1.19K
$32.3K
|