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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-985- 2.74% |
$26.6K - $31.2K
|
34.9K
$1.21M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-969- 10.81% |
$26.2K - $30.7K
|
8K
$278K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-914- 7.45% |
$24.7K - $29K
|
11.4K
$395K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-912- 54.74% |
$24.6K - $28.9K
|
754
$26.2K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-836- 1.11% |
$22.6K - $26.5K
|
74.2K
$2.58M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-833- 3.07% |
$22.5K - $26.4K
|
26.3K
$913K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-817- 9.91% |
$22.1K - $25.9K
|
7.43K
$258K
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-809- 3.77% |
$21.8K - $25.6K
|
20.7K
$719K
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-785- 1.98% |
$21.2K - $24.9K
|
38.9K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-711- 6.63% |
$19.2K - $22.5K
|
10K
$348K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-702- 0.38% |
$19K - $22.3K
|
182K
$6.32M
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-700- 6.61% |
$18.9K - $22.2K
|
9.9K
$344K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700- 60.87% |
$18.9K - $22.2K
|
450
$15.6K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-698- 5.47% |
$18.8K - $22.1K
|
12.1K
$420K
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-600- 3.02% |
$16.2K - $19K
|
19.3K
$669K
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-511- 1.57% |
$13.8K - $16.2K
|
31.9K
$1.11M
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-506- 6.49% |
$13.7K - $16K
|
7.29K
$253K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-492- 1.71% |
$13.3K - $15.6K
|
28.4K
$986K
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-464- 3.62% |
$12.5K - $14.7K
|
12.4K
$430K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-453- 3.79% |
$12.2K - $14.4K
|
11.5K
$400K
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-450- 1.88% |
$12.2K - $14.3K
|
23.5K
$817K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-439- 4.07% |
$11.9K - $13.9K
|
10.4K
$360K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-405- 6.93% |
$10.9K - $12.8K
|
5.44K
$189K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-399- 1.7% |
$10.8K - $12.6K
|
23K
$801K
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-322- 1.86% |
$8.69K - $10.2K
|
17K
$590K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-312- 46.64% |
$8.42K - $9.89K
|
357
$12.4K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-311- 0.53% |
$8.4K - $9.86K
|
58.7K
$2.04M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-298- 14.27% |
$8.05K - $9.45K
|
1.79K
$62.2K
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-292- 0.03% |
$7.88K - $9.26K
|
875K
$30.4M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-275- 5.63% |
$7.43K - $8.72K
|
4.61K
$160K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-255- 3.22% |
$6.89K - $8.08K
|
7.65K
$266K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-253- 0.94% |
$6.83K - $8.02K
|
26.8K
$930K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-249- 20.89% |
$6.72K - $7.89K
|
943
$32.8K
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-240- 0.42% |
$6.48K - $7.61K
|
57.2K
$1.99M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-231- 2.67% |
$6.24K - $7.32K
|
8.42K
$293K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-201- 0.66% |
$5.43K - $6.37K
|
30.4K
$1.06M
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-200- 0.67% |
$5.4K - $6.34K
|
29.8K
$1.04M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-185- 71.15% |
$5K - $5.86K
|
75
$2.61K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-153- 1.1% |
$4.13K - $4.85K
|
13.7K
$477K
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-142- 1.6% |
$3.83K - $4.5K
|
8.75K
$304K
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-139- 0.45% |
$3.75K - $4.41K
|
30.6K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-138- 0.35% |
$3.73K - $4.37K
|
38.8K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-138- 0.55% |
$3.73K - $4.37K
|
25K
$869K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-138- 1.28% |
$3.73K - $4.37K
|
10.7K
$370K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-110- 6.29% |
$2.97K - $3.49K
|
1.64K
$57K
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-109- 0.9% |
$2.94K - $3.46K
|
12K
$417K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-99- 48.06% |
$2.67K - $3.14K
|
107
$3.72K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 7.17% |
$2.16K - $2.54K
|
1.04K
$36K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 9.09% |
$1.35K - $1.59K
|
500
$17.4K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-45- 1.14% |
$1.22K - $1.43K
|
3.9K
$136K
|