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 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
235New |
$6.24K - $6.93K
|
235
$6.38K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
127+ 0.91% |
$3.37K - $3.75K
|
14.1K
$383K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
75+ 1.0% |
$1.99K - $2.21K
|
7.6K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
32+ 0.33% |
$849 - $944
|
9.71K
$264K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
10+ 0.16% |
$265 - $295
|
6.38K
$173K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
135KNew |
$3M - $3.71M
|
135K
$3.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
99.7K+ 806.14% |
$2.22M - $2.75M
|
112K
$3.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
42.5KNew |
$945K - $1.17M
|
42.5K
$1.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 20.76% |
$417K - $517K
|
109K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.8KNew |
$307K - $380K
|
13.8K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.55KNew |
$213K - $263K
|
9.55K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.75KNew |
$195K - $241K
|
8.75K
$238K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
7.06KNew |
$157K - $195K
|
7.06K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.93KNew |
$110K - $136K
|
4.93K
$134K
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.65K+ 24.05% |
$81.1K - $100K
|
18.8K
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 409.79% |
$65.2K - $80.8K
|
3.65K
$99K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.5KNew |
$55.7K - $68.9K
|
2.5K
$67.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.86KNew |
$41.3K - $51.1K
|
1.86K
$50.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$32.8K - $40.6K
|
1.47K
$40K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.3KNew |
$29K - $35.9K
|
1.3K
$35.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.17K+ 8.15% |
$26K - $32.1K
|
15.5K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
252New |
$5.61K - $6.95K
|
252
$6.84K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$5.57K - $6.89K
|
250
$6.79K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
190New |
$4.23K - $5.24K
|
190
$5.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
52+ 39.1% |
$1.16K - $1.43K
|
185
$5.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16+ 1.49% |
$356 - $441
|
1.09K
$29.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
40.2K+ 41.6% |
$907K - $1.15M
|
137K
$3.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
17.4KNew |
$391K - $494K
|
17.4K
$472K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
11.8KNew |
$266K - $336K
|
11.8K
$320K
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
9.08KNew |
$204K - $258K
|
9.08K
$247K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.95K+ 18.08% |
$88.9K - $112K
|
25.8K
$700K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.28K+ 122.08% |
$74K - $93.5K
|
5.97K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 32.54% |
$56.4K - $71.3K
|
10.2K
$277K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.36K+ 1179.5% |
$53.1K - $67.2K
|
2.56K
$69.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.4K+ 12.07% |
$31.5K - $39.9K
|
13K
$353K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
840+ 10.09% |
$18.9K - $23.9K
|
9.17K
$249K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
746New |
$16.8K - $21.2K
|
746
$20.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
549+ 5.84% |
$12.4K - $15.6K
|
9.95K
$270K
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
483+ 0.54% |
$10.9K - $13.8K
|
89.4K
$2.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
292New |
$6.58K - $8.31K
|
292
$7.93K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
235New |
$5.29K - $6.69K
|
235
$6.38K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$4.51K - $5.69K
|
200
$5.43K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
115+ 0.38% |
$2.59K - $3.27K
|
30.5K
$829K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
85New |
$1.92K - $2.42K
|
85
$2.31K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21New |
$473 - $598
|
21
$570
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 3.57% |
$22.5 - $28.5
|
29
$788
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
232K+ 438.55% |
$6.24M - $7.44M
|
285K
$7.75M
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
219KNew |
$5.87M - $7M
|
219K
$5.94M
|
|