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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
78+ 1.09% |
$2.1K - $2.35K
|
7.24K
$215K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
76+ 6.84% |
$2.05K - $2.29K
|
1.19K
$35.2K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
63+ 0.42% |
$1.7K - $1.9K
|
15.1K
$448K
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.2% |
$1.54K - $1.72K
|
28.2K
$837K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
52+ 1.6% |
$1.4K - $1.57K
|
3.31K
$98.3K
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
50+ 0.28% |
$1.35K - $1.51K
|
17.6K
$522K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
38+ 0.14% |
$1.02K - $1.14K
|
27K
$803K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
34New |
$916 - $1.02K
|
34
$1.01K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 0.15% |
$862 - $963
|
22K
$652K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
29+ 0.2% |
$781 - $873
|
14.3K
$425K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28+ 0.44% |
$754 - $843
|
6.35K
$189K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25+ 0.23% |
$674 - $753
|
10.7K
$318K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24+ 0.09% |
$647 - $722
|
26.1K
$775K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
18+ 0.15% |
$485 - $542
|
12.2K
$364K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
11New |
$296 - $331
|
11
$327
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 2.49% |
$296 - $331
|
452
$13.4K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.02% |
$80.8 - $90.3
|
18.6K
$553K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$29.7
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 7.69% |
$26.9 - $30.1
|
14
$416
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$26.9 - $30.1
|
1.81K
$53.8K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$29.7
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 6.67% |
$26.9 - $30.1
|
16
$475
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37.4K+ 125.32% |
$1.01M - $1.05M
|
67.3K
$2M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
29.2KNew |
$786K - $821K
|
29.2K
$866K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26K+ 10.1% |
$702K - $732K
|
284K
$8.42M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.9K+ 29.31% |
$699K - $729K
|
114K
$3.4M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
18.4KNew |
$496K - $518K
|
18.4K
$547K
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18K+ 11.03% |
$484K - $505K
|
181K
$5.37M
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16.3KNew |
$439K - $458K
|
16.3K
$484K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.27KNew |
$250K - $261K
|
9.27K
$275K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.5KNew |
$229K - $239K
|
8.5K
$252K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.27KNew |
$223K - $233K
|
8.27K
$246K
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.85KNew |
$212K - $221K
|
7.85K
$233K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.58K+ 2.95% |
$150K - $157K
|
195K
$5.78M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.27K+ 12.4% |
$115K - $120K
|
38.7K
$1.15M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.38KNew |
$91.1K - $95.1K
|
3.38K
$100K
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.3K+ 21.43% |
$88.9K - $92.8K
|
18.7K
$555K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.6KNew |
$70.1K - $73.1K
|
2.6K
$77.2K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
1.8K+ 225.0% |
$48.5K - $50.6K
|
2.6K
$77.2K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1KNew |
$29.8K - $31.1K
|
1.1K
$32.8K
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.06K+ 11.48% |
$28.5K - $29.8K
|
10.3K
$305K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
958+ 28.35% |
$25.8K - $26.9K
|
4.34K
$129K
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
730New |
$19.7K - $20.5K
|
730
$21.7K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
700+ 155.56% |
$18.9K - $19.7K
|
1.15K
$34.1K
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
490+ 3.7% |
$13.2K - $13.8K
|
13.7K
$408K
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
474+ 5.49% |
$12.8K - $13.3K
|
9.11K
$271K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
300New |
$8.09K - $8.44K
|
300
$8.91K
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
275New |
$7.41K - $7.74K
|
275
$8.16K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
104+ 0.66% |
$2.8K - $2.93K
|
15.9K
$472K
|