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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.43K- 10.44% |
$150K - $166K
|
46.5K
$1.26M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.95K- 12.91% |
$137K - $152K
|
33.4K
$906K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.57K- 4.3% |
$126K - $140K
|
102K
$2.76M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.41K- 5.54% |
$122K - $135K
|
75.2K
$2.04M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.36K- 11.7% |
$120K - $134K
|
32.9K
$894K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.21K- 24.54% |
$116K - $129K
|
13K
$352K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-4.13K- 7.37% |
$114K - $126K
|
51.9K
$1.41M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.99K- 21.64% |
$110K - $122K
|
14.5K
$393K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.99K- 26.81% |
$110K - $122K
|
10.9K
$296K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.95K- 16.06% |
$109K - $121K
|
20.6K
$560K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.87K- 8.97% |
$107K - $119K
|
39.3K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.79K- 0.37% |
$105K - $116K
|
1.02M
$27.7M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.74K- 7.69% |
$103K - $114K
|
44.8K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.73K- 2.87% |
$103K - $114K
|
126K
$3.43M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.6K- 13.46% |
$99.5K - $110K
|
23.2K
$629K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.58K- 1.49% |
$98.8K - $110K
|
237K
$6.44M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.47K- 4.21% |
$95.9K - $106K
|
79K
$2.15M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.03K- 29.16% |
$83.8K - $93K
|
7.37K
$200K
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.88K- 1.11% |
$79.5K - $88.2K
|
256K
$6.96M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 12.69% |
$75.5K - $83.8K
|
18.8K
$511K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.7K- 16.9% |
$74.4K - $82.6K
|
13.3K
$360K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.63K- 13.57% |
$72.7K - $80.7K
|
16.8K
$455K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 5.21% |
$68.9K - $76.5K
|
45.4K
$1.23M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.44K- 14.04% |
$67.5K - $74.9K
|
15K
$406K
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.43K- 4.06% |
$67K - $74.3K
|
57.3K
$1.56M
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-2.13K- 17.46% |
$58.7K - $65.1K
|
10.1K
$273K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.1K- 39.62% |
$58K - $64.4K
|
3.2K
$87K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.86K- 6.99% |
$51.4K - $57K
|
24.8K
$673K
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.84K- 4.28% |
$50.8K - $56.3K
|
41.1K
$1.12M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.83K- 26.18% |
$50.6K - $56.2K
|
5.17K
$140K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.82K- 1.83% |
$50.2K - $55.7K
|
97.8K
$2.66M
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.41K- 16.52% |
$38.8K - $43.1K
|
7.11K
$193K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.36K- 4.02% |
$37.6K - $41.7K
|
32.5K
$883K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.35K- 2.11% |
$37.2K - $41.2K
|
62.4K
$1.69M
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.26K- 15.05% |
$34.8K - $38.6K
|
7.11K
$193K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.22K- 12.14% |
$33.8K - $37.5K
|
8.86K
$241K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.21K- 1.8% |
$33.5K - $37.1K
|
66.1K
$1.79M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.11K- 11.95% |
$30.5K - $33.9K
|
8.15K
$221K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.08K- 1.34% |
$29.7K - $32.9K
|
79.1K
$2.15M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.03K- 2.57% |
$28.3K - $31.4K
|
38.9K
$1.06M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-987- 3.21% |
$27.3K - $30.2K
|
29.8K
$808K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-958- 22.09% |
$26.5K - $29.4K
|
3.38K
$91.8K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-932- 6.08% |
$25.7K - $28.6K
|
14.4K
$391K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-835- 5.52% |
$23.1K - $25.6K
|
14.3K
$388K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-806- 55.4% |
$22.3K - $24.7K
|
649
$17.6K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-718- 1.07% |
$19.8K - $22K
|
66.6K
$1.81M
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-700- 2.35% |
$19.3K - $21.4K
|
29.1K
$789K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-698- 0.43% |
$19.3K - $21.4K
|
161K
$4.37M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-679- 3.57% |
$18.8K - $20.8K
|
18.4K
$499K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-616- 1.53% |
$17K - $18.9K
|
39.7K
$1.08M
|