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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.26K+ 226.07% |
$57.3K - $62.4K
|
3.26K
$88.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.9K+ 950.0% |
$48.1K - $52.4K
|
2.1K
$57K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.88KNew |
$47.7K - $52K
|
1.88K
$51.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
1.86K+ 7.42% |
$47.2K - $51.4K
|
27K
$733K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
414New |
$10.5K - $11.4K
|
414
$11.2K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
227New |
$5.74K - $6.26K
|
227
$6.17K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$4.81K - $5.24K
|
190
$5.16K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
180New |
$4.55K - $4.97K
|
180
$4.89K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
161New |
$4.07K - $4.44K
|
161
$4.37K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
39New |
$987 - $1.08K
|
39
$1.06K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 16.91% |
$582 - $635
|
159
$4.32K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.46MNew |
$37.7M - $41.6M
|
1.46M
$39.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
165KNew |
$4.25M - $4.69M
|
165K
$4.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
74KNew |
$1.91M - $2.11M
|
74K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
32.3KNew |
$835K - $920K
|
32.3K
$876K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
16.1KNew |
$415K - $458K
|
16.1K
$436K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
12.6KNew |
$325K - $359K
|
12.6K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.07KNew |
$157K - $173K
|
6.07K
$165K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.39KNew |
$114K - $125K
|
4.39K
$119K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4.05KNew |
$105K - $116K
|
4.05K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.35KNew |
$60.8K - $67.1K
|
2.35K
$63.9K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.5K+ 21.13% |
$38.8K - $42.8K
|
8.6K
$234K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.22K+ 3.65% |
$31.5K - $34.8K
|
34.6K
$940K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
895New |
$23.1K - $25.5K
|
895
$24.3K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
713+ 2.46% |
$18.4K - $20.3K
|
29.6K
$805K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
518+ 7.64% |
$13.4K - $14.8K
|
7.3K
$198K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
396+ 2.89% |
$10.2K - $11.3K
|
14.1K
$382K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
233+ 2.73% |
$6.03K - $6.65K
|
8.77K
$238K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
203+ 2.16% |
$5.25K - $5.79K
|
9.59K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
165New |
$4.27K - $4.71K
|
165
$4.48K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
125+ 0.39% |
$3.23K - $3.57K
|
32K
$870K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
72+ 0.76% |
$1.86K - $2.05K
|
9.55K
$259K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1New |
$25.9 - $28.5
|
1
$27.2
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.87MNew |
$103M - $114M
|
3.87M
$105M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
79.8KNew |
$2.12M - $2.35M
|
79.8K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
43.7KNew |
$1.16M - $1.29M
|
43.7K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
21.9K+ 24.23% |
$581K - $645K
|
112K
$3.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
14.6KNew |
$387K - $431K
|
14.6K
$396K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.2KNew |
$378K - $420K
|
14.2K
$387K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.25KNew |
$245K - $273K
|
9.25K
$251K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.86K+ 2.37% |
$129K - $143K
|
210K
$5.7M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.5K+ 25.0% |
$66.4K - $73.8K
|
12.5K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.56K+ 16.69% |
$41.3K - $45.9K
|
10.9K
$295K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
888New |
$23.6K - $26.2K
|
888
$24.1K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
855New |
$22.7K - $25.2K
|
855
$23.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600New |
$15.9K - $17.7K
|
600
$16.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
500New |
$13.3K - $14.8K
|
500
$13.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
500New |
$13.3K - $14.8K
|
500
$13.6K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
468+ 314.09% |
$12.4K - $13.8K
|
617
$16.8K
|
|