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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
51.4KNew |
$1.38M - $1.64M
|
51.4K
$1.39M
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
19.2KNew |
$516K - $615K
|
19.2K
$522K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
15.3KNew |
$411K - $490K
|
15.3K
$416K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14.6KNew |
$392K - $468K
|
14.6K
$397K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.92KNew |
$213K - $253K
|
7.92K
$215K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
6.1K+ 9.59% |
$164K - $195K
|
69.7K
$1.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.23K+ 66.46% |
$114K - $135K
|
10.6K
$288K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
4.03K+ 32.7% |
$108K - $129K
|
16.4K
$444K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.75KNew |
$101K - $120K
|
3.75K
$102K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.99KNew |
$80.3K - $95.7K
|
2.99K
$81.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.64K+ 7.12% |
$44K - $52.5K
|
24.7K
$670K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1.49KNew |
$40K - $47.6K
|
1.49K
$40.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
884+ 10.5% |
$23.7K - $28.3K
|
9.31K
$253K
|
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
688+ 104.56% |
$18.5K - $22K
|
1.35K
$36.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
677New |
$18.2K - $21.7K
|
677
$18.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
428+ 2.12% |
$11.5K - $13.7K
|
20.7K
$561K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
280+ 280.0% |
$7.52K - $8.96K
|
380
$10.3K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
264+ 0.86% |
$7.09K - $8.45K
|
30.9K
$840K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
85New |
$2.28K - $2.72K
|
85
$2.31K
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
70New |
$1.88K - $2.24K
|
70
$1.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
23+ 1.16% |
$617 - $736
|
2.01K
$54.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15+ 0.16% |
$403 - $480
|
9.13K
$248K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 1.02% |
$376 - $448
|
1.39K
$37.7K
|
|
| Q1 2022 | |||||||
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
BUY
|
- |
11.5KNew |
$345K - $383K
|
11.5K
$312K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
6.61KNew |
$198K - $220K
|
6.61K
$180K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
106New |
$3.18K - $3.53K
|
106
$2.88K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.05% |
$30 - $33.3
|
2K
$54.3K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
100K+ 25.0% |
$2.98M - $3.17M
|
500K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
66.5KNew |
$1.98M - $2.11M
|
66.5K
$1.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.78KNew |
$142K - $152K
|
4.78K
$130K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.46KNew |
$43.3K - $46.1K
|
1.46K
$39.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
948+ 18.32% |
$28.2K - $30.1K
|
6.12K
$166K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
313New |
$9.32K - $9.93K
|
313
$8.5K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
81.6KNew |
$2.48M - $2.69M
|
81.6K
$2.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$1.52M - $1.65M
|
50K
$1.36M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
13.3KNew |
$404K - $438K
|
13.3K
$361K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
7.29KNew |
$222K - $240K
|
7.29K
$198K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.6KNew |
$170K - $185K
|
5.6K
$152K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
576+ 69.06% |
$17.5K - $19K
|
1.41K
$38.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 37.5% |
$4.56K - $4.94K
|
550
$14.9K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
75New |
$2.28K - $2.47K
|
75
$2.04K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
8KNew |
$253K - $272K
|
8K
$217K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
82.5KNew |
$2.44M - $2.65M
|
82.5K
$2.24M
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$14.8K - $16.1K
|
500
$13.6K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
204KNew |
$4.9M - $6.05M
|
204K
$5.53M
|
|
|
Feb 10, 2021
Q4 2020
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
64KNew |
$1.54M - $1.9M
|
64K
$1.74M
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
37.3KNew |
$899K - $1.11M
|
37.3K
$1.01M
|
|
|
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10KNew |
$241K - $297K
|
10K
$272K
|
|
|
Jan 15, 2021
Q4 2020
|
Arden Trust CO
|
BUY
|
- |
2.14K+ 25.06% |
$51.5K - $63.6K
|
10.7K
$290K
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
1.22KNew |
$29.4K - $36.2K
|
1.22K
$33.1K
|
|