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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
87New |
$2.34K - $2.45K
|
87
$2.58K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
80New |
$2.16K - $2.25K
|
80
$2.38K
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
74New |
$1.99K - $2.08K
|
74
$2.2K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
66New |
$1.78K - $1.86K
|
66
$1.96K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$377 - $394
|
14
$416
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11+ 0.07% |
$296 - $309
|
15.7K
$466K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 1.28% |
$270 - $281
|
790
$23.5K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.93% |
$135 - $141
|
545
$16.2K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 1.03% |
$53.9 - $56.3
|
196
$5.82K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.01% |
$27 - $28.1
|
9.11K
$271K
|
|
Q4 2023 | |||||||
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
225K+ 106926.67% |
$5.49M - $6.32M
|
225K
$6.67M
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
89.2KNew |
$2.18M - $2.51M
|
89.2K
$2.65M
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
56.6K+ 9.75% |
$1.38M - $1.59M
|
637K
$18.9M
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.1KNew |
$492K - $566K
|
20.1K
$597K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19.3KNew |
$471K - $542K
|
19.3K
$572K
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
11.5KNew |
$280K - $322K
|
11.5K
$340K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 10.8% |
$251K - $289K
|
105K
$3.12M
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.74KNew |
$214K - $246K
|
8.74K
$260K
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
8.58KNew |
$210K - $241K
|
8.58K
$255K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7KNew |
$171K - $197K
|
7K
$208K
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.5K+ 15.36% |
$159K - $183K
|
48.8K
$1.45M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.11KNew |
$125K - $144K
|
5.11K
$152K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.66KNew |
$89.5K - $103K
|
3.66K
$109K
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.66KNew |
$65.1K - $74.9K
|
2.66K
$79.1K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.31KNew |
$32.1K - $36.9K
|
1.31K
$39K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
594New |
$14.5K - $16.7K
|
594
$17.6K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500New |
$12.2K - $14.1K
|
500
$14.8K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
400New |
$9.78K - $11.3K
|
400
$11.9K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
297+ 3.24% |
$7.26K - $8.35K
|
9.48K
$281K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$4.89K - $5.63K
|
200
$5.94K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
141New |
$3.45K - $3.97K
|
141
$4.19K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$1.22K - $1.41K
|
50
$1.48K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 3.37% |
$563 - $647
|
706
$21K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 11.11% |
$24.5 - $28.1
|
10
$297
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1New |
$24.5 - $28.1
|
1
$29.7
|
|
Q3 2023 | |||||||
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
398KNew |
$10.1M - $11M
|
398K
$11.8M
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
36.6KNew |
$926K - $1.01M
|
36.6K
$1.09M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8KNew |
$274K - $299K
|
10.8K
$321K
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
10.7KNew |
$270K - $294K
|
10.7K
$316K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.7KNew |
$245K - $268K
|
9.7K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$219K - $238K
|
8.64K
$257K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.89KNew |
$174K - $190K
|
6.89K
$205K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.95KNew |
$99.9K - $109K
|
3.95K
$117K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.88K+ 29.01% |
$72.9K - $79.5K
|
12.8K
$381K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
2.5K+ 2504.0% |
$63.4K - $69.1K
|
2.6K
$77.3K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.26K+ 226.07% |
$57.3K - $62.4K
|
3.26K
$96.9K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.9K+ 950.0% |
$48.1K - $52.4K
|
2.1K
$62.3K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.88KNew |
$47.7K - $52K
|
1.88K
$55.9K
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
1.86K+ 7.42% |
$47.2K - $51.4K
|
27K
$801K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
414New |
$10.5K - $11.4K
|
414
$12.3K
|