Latest Institutional Sells of Ishares Tr (IDV)
This list provides information on the latest institutional transactions involving Ishares Tr (IDV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.82K- 5.25% |
$184K - $216K
|
123K
$4.27M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.69K- 9.19% |
$181K - $212K
|
66.1K
$2.3M
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.56K- 1.82% |
$177K - $208K
|
354K
$12.3M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.5K- 22.28% |
$176K - $206K
|
22.7K
$788K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.07K- 37.49% |
$164K - $192K
|
10.1K
$352K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.71K- 12.55% |
$154K - $181K
|
39.8K
$1.38M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.35K- 2.88% |
$145K - $170K
|
180K
$6.27M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.05K- 24.78% |
$136K - $160K
|
15.3K
$533K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.69K- 6.34% |
$127K - $149K
|
69.3K
$2.41M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.43K- 1.79% |
$120K - $140K
|
243K
$8.43M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.36K- 4.41% |
$118K - $138K
|
94.5K
$3.29M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 7.87% |
$111K - $130K
|
47.9K
$1.67M
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.73K- 19.31% |
$101K - $118K
|
15.6K
$542K
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-3.52K- 2.46% |
$94.9K - $111K
|
139K
$4.84M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.46K- 3.5% |
$93.5K - $110K
|
95.6K
$3.32M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.42K- 1.34% |
$92.3K - $108K
|
252K
$8.75M
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.09K- 10.9% |
$83.4K - $97.9K
|
25.3K
$878K
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.9K- 21.44% |
$78.3K - $91.9K
|
10.6K
$369K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 7.14% |
$75.1K - $88.2K
|
36.2K
$1.26M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.7K- 4.7% |
$73K - $85.7K
|
54.8K
$1.9M
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.46K- 6.41% |
$66.5K - $78.1K
|
36K
$1.25M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.4K- 16.56% |
$64.7K - $76K
|
12.1K
$420K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.4K- 18.85% |
$64.7K - $76K
|
10.3K
$359K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.31K- 3.52% |
$62.3K - $73.1K
|
63.2K
$2.2M
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-2.3K- 21.8% |
$62.1K - $72.9K
|
8.25K
$287K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.17K- 17.29% |
$58.6K - $68.8K
|
10.4K
$361K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.06K- 10.4% |
$55.6K - $65.3K
|
17.8K
$618K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.93K- 4.13% |
$52.1K - $61.2K
|
44.8K
$1.56M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.93K- 5.49% |
$52K - $61.1K
|
33.2K
$1.15M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.83K- 50.0% |
$49.3K - $57.9K
|
1.83K
$63.5K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 7.54% |
$47.3K - $55.5K
|
21.5K
$746K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 19.31% |
$46.1K - $54.2K
|
7.14K
$248K
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.6K- 14.5% |
$43.1K - $50.6K
|
9.41K
$327K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.59K- 13.77% |
$42.9K - $50.3K
|
9.95K
$346K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.58K- 2.39% |
$42.6K - $50K
|
64.5K
$2.24M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.56K- 17.91% |
$42.2K - $49.5K
|
7.16K
$249K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.49K- 0.99% |
$40.3K - $47.4K
|
150K
$5.2M
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 8.48% |
$40.2K - $47.2K
|
16.1K
$559K
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.43K- 7.54% |
$38.6K - $45.3K
|
17.5K
$609K
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-1.37K- 3.65% |
$36.9K - $43.3K
|
36K
$1.25M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.31K- 9.31% |
$35.5K - $41.7K
|
12.8K
$445K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.3K- 5.53% |
$35.1K - $41.2K
|
22.2K
$772K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.27K- 6.24% |
$34.3K - $40.3K
|
19.1K
$664K
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.22K- 6.46% |
$32.8K - $38.5K
|
17.6K
$612K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.16K- 7.34% |
$31.4K - $36.9K
|
14.7K
$510K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 5.14% |
$31.2K - $36.6K
|
21.3K
$742K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.65% |
$29.8K - $35K
|
65.8K
$2.29M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 1.45% |
$29K - $34K
|
72.9K
$2.53M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.06K- 1.6% |
$28.6K - $33.6K
|
65.3K
$2.27M
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-999- 8.48% |
$27K - $31.7K
|
10.8K
$375K
|