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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-354- 46.95% |
$9.84K - $12.3K
|
400
$14.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-339- 0.97% |
$9.42K - $11.8K
|
34.6K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-321- 0.92% |
$8.92K - $11.2K
|
34.4K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-312- 87.39% |
$8.67K - $10.9K
|
45
$1.63K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-286- 1.87% |
$7.95K - $9.96K
|
15K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-235- 9.97% |
$6.53K - $8.19K
|
2.12K
$76.8K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-231- 4.34% |
$6.42K - $8.05K
|
5.1K
$184K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-224- 2.66% |
$6.22K - $7.8K
|
8.19K
$296K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-170- 0.61% |
$4.72K - $5.92K
|
27.9K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-157- 6.63% |
$4.36K - $5.47K
|
2.21K
$80K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-151- 14.59% |
$4.2K - $5.26K
|
884
$32K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-138- 14.63% |
$3.84K - $4.81K
|
805
$29.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-137- 3.47% |
$3.81K - $4.77K
|
3.81K
$138K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-134- 2.85% |
$3.72K - $4.67K
|
4.57K
$165K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-101- 0.65% |
$2.81K - $3.52K
|
15.4K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-77- 81.91% |
$2.14K - $2.68K
|
17
$615
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-75- 0.18% |
$2.08K - $2.61K
|
41.9K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-75- 0.83% |
$2.08K - $2.61K
|
8.99K
$325K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-62- 0.25% |
$1.72K - $2.16K
|
24.5K
$888K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 3.66% |
$1.67K - $2.09K
|
1.58K
$57.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-54- 41.54% |
$1.5K - $1.88K
|
76
$2.75K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-43- 0.31% |
$1.19K - $1.5K
|
13.7K
$497K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-41- 0.13% |
$1.14K - $1.43K
|
30.3K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-29- 72.5% |
$806 - $1.01K
|
11
$398
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 0.46% |
$584 - $732
|
4.59K
$166K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-20- 0.35% |
$556 - $697
|
5.68K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-8- 0.52% |
$222 - $279
|
1.52K
$55K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2- 0.02% |
$55.6 - $69.7
|
12.1K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1- 0.01% |
$27.8 - $34.8
|
13.7K
$494K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-137K- 13.79% |
$3.69M - $4.33M
|
853K
$30.9M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-130K- 49.06% |
$3.51M - $4.12M
|
135K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-121K- 12.62% |
$3.27M - $3.84M
|
839K
$30.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-77.4K- 29.43% |
$2.09M - $2.45M
|
186K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-65.9K- 79.4% |
$1.78M - $2.09M
|
17.1K
$619K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-9.76K- 12.55% |
$264K - $309K
|
68K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.71K- 12.55% |
$154K - $181K
|
39.8K
$1.44M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-3.9K- 6.26% |
$105K - $124K
|
58.4K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.73K- 19.31% |
$101K - $118K
|
15.6K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.9K- 21.44% |
$78.3K - $91.9K
|
10.6K
$385K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.6K- 14.5% |
$43.1K - $50.6K
|
9.41K
$341K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.56K- 17.91% |
$42.2K - $49.5K
|
7.16K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.31K- 9.31% |
$35.5K - $41.7K
|
12.8K
$463K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-833- 3.07% |
$22.5K - $26.4K
|
26.3K
$950K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-700- 6.61% |
$18.9K - $22.2K
|
9.9K
$358K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700- 60.87% |
$18.9K - $22.2K
|
450
$16.3K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-506- 6.49% |
$13.7K - $16K
|
7.29K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-453- 3.79% |
$12.2K - $14.4K
|
11.5K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-298- 14.27% |
$8.05K - $9.45K
|
1.79K
$64.8K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-292- 0.03% |
$7.88K - $9.26K
|
875K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-138- 0.35% |
$3.73K - $4.37K
|
38.8K
$1.4M
|
|