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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
873+ 2.84% |
$23.6K - $27.7K
|
31.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
844+ 1.39% |
$22.8K - $26.8K
|
61.4K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
825+ 7.27% |
$22.3K - $26.2K
|
12.2K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
812+ 66.72% |
$21.9K - $25.7K
|
2.03K
$70.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
730New |
$19.7K - $23.1K
|
730
$25.4K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
670+ 3.38% |
$18.1K - $21.2K
|
20.5K
$712K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
624+ 3.21% |
$16.8K - $19.8K
|
20K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
593+ 1.08% |
$16K - $18.8K
|
55.6K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
567+ 11.63% |
$15.3K - $18K
|
5.44K
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
537+ 1.92% |
$14.5K - $17K
|
28.5K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
528+ 3.48% |
$14.3K - $16.7K
|
15.7K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
508+ 0.58% |
$13.7K - $16.1K
|
87.6K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
508+ 0.6% |
$13.7K - $16.1K
|
84.8K
$2.95M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
503+ 67.79% |
$13.6K - $15.9K
|
1.25K
$43.3K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500+ 6.11% |
$13.5K - $15.9K
|
8.68K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
450+ 5.07% |
$12.2K - $14.3K
|
9.32K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
423+ 2.37% |
$11.4K - $13.4K
|
18.3K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
393+ 2.69% |
$10.6K - $12.5K
|
15K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
375+ 2.19% |
$10.1K - $11.9K
|
17.5K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
327+ 3.95% |
$8.83K - $10.4K
|
8.6K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
254+ 2.42% |
$6.86K - $8.05K
|
10.7K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
252+ 1.07% |
$6.8K - $7.99K
|
23.8K
$826K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
235+ 2.66% |
$6.35K - $7.45K
|
9.07K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
230+ 0.02% |
$6.21K - $7.29K
|
1.23M
$42.9M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
219+ 10.25% |
$5.91K - $6.94K
|
2.36K
$81.9K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
190+ 3.34% |
$5.13K - $6.02K
|
5.88K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$5.13K - $6.02K
|
190
$6.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
177+ 1.88% |
$4.78K - $5.61K
|
9.61K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
170+ 0.93% |
$4.59K - $5.39K
|
18.5K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
149+ 1.72% |
$4.02K - $4.72K
|
8.79K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
146+ 21.92% |
$3.94K - $4.63K
|
812
$28.2K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
144+ 0.11% |
$3.89K - $4.56K
|
128K
$4.44M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
141New |
$3.81K - $4.47K
|
141
$4.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
120+ 5.34% |
$3.24K - $3.8K
|
2.37K
$82.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
105+ 0.68% |
$2.84K - $3.33K
|
15.5K
$538K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
104+ 0.78% |
$2.81K - $3.3K
|
13.5K
$468K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
83+ 0.44% |
$2.24K - $2.63K
|
19.1K
$664K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
83+ 0.54% |
$2.24K - $2.63K
|
15.5K
$539K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
78+ 487.5% |
$2.11K - $2.47K
|
94
$3.27K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
74+ 0.29% |
$2K - $2.35K
|
25.7K
$892K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
58+ 0.57% |
$1.57K - $1.84K
|
10.3K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
54+ 0.33% |
$1.46K - $1.71K
|
16.3K
$567K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
54+ 0.18% |
$1.46K - $1.71K
|
30.4K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
51+ 0.54% |
$1.38K - $1.62K
|
9.43K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
43+ 0.31% |
$1.16K - $1.36K
|
13.8K
$479K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.3% |
$972 - $1.14K
|
11.9K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
20+ 0.06% |
$540 - $634
|
34.7K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 0.09% |
$351 - $412
|
14K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.34% |
$270 - $317
|
2.98K
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.13% |
$189 - $222
|
5.19K
$181K
|