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
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
339New |
$9.13K - $10.2K
|
339
$11.8K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
245New |
$6.6K - $7.37K
|
245
$8.52K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
210New |
$5.66K - $6.32K
|
210
$7.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
183+ 0.14% |
$4.93K - $5.51K
|
131K
$4.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
160New |
$4.31K - $4.82K
|
160
$5.56K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
90New |
$2.42K - $2.71K
|
90
$3.13K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
78+ 1.09% |
$2.1K - $2.35K
|
7.24K
$252K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.2% |
$1.54K - $1.72K
|
28.2K
$980K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
11New |
$296 - $331
|
11
$382
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$34.8
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$34.8
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
29.2KNew |
$786K - $821K
|
29.2K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.9K+ 29.31% |
$699K - $729K
|
114K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16.3KNew |
$439K - $458K
|
16.3K
$566K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.5KNew |
$229K - $239K
|
8.5K
$295K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.85KNew |
$212K - $221K
|
7.85K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.58K+ 2.95% |
$150K - $157K
|
195K
$6.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.6KNew |
$70.1K - $73.1K
|
2.6K
$90.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
1.8K+ 225.0% |
$48.5K - $50.6K
|
2.6K
$90.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.06K+ 11.48% |
$28.5K - $29.8K
|
10.3K
$357K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
474+ 5.49% |
$12.8K - $13.3K
|
9.11K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
300New |
$8.09K - $8.44K
|
300
$10.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
275New |
$7.41K - $7.74K
|
275
$9.56K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
104+ 0.66% |
$2.8K - $2.93K
|
15.9K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
87New |
$2.34K - $2.45K
|
87
$3.02K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
80New |
$2.16K - $2.25K
|
80
$2.78K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
74New |
$1.99K - $2.08K
|
74
$2.57K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
66New |
$1.78K - $1.86K
|
66
$2.29K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$377 - $394
|
14
$487
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7+ 0.88% |
$189 - $197
|
807
$28.1K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.93% |
$135 - $141
|
545
$18.9K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
225K+ 106926.67% |
$5.49M - $6.32M
|
225K
$7.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
89.2KNew |
$2.18M - $2.51M
|
89.2K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
56.6K+ 9.75% |
$1.38M - $1.59M
|
637K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.1KNew |
$492K - $566K
|
20.1K
$699K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
11.5KNew |
$280K - $322K
|
11.5K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.74KNew |
$214K - $246K
|
8.74K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
8.58KNew |
$210K - $241K
|
8.58K
$298K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.11KNew |
$125K - $144K
|
5.11K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.66KNew |
$89.5K - $103K
|
3.66K
$127K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.31KNew |
$32.1K - $36.9K
|
1.31K
$45.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
594New |
$14.5K - $16.7K
|
594
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500New |
$12.2K - $14.1K
|
500
$17.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
297+ 3.24% |
$7.26K - $8.35K
|
9.48K
$329K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$1.22K - $1.41K
|
50
$1.74K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 3.37% |
$563 - $647
|
706
$24.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1New |
$24.5 - $28.1
|
1
$34.8
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
398KNew |
$10.1M - $11M
|
398K
$13.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
36.6KNew |
$926K - $1.01M
|
36.6K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8KNew |
$274K - $299K
|
10.8K
$376K
|
|