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 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.76K- 24.09% |
$101K - $106K
|
11.9K
$370K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-2.18K- 18.11% |
$58.9K - $61.4K
|
9.88K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.08K- 17.74% |
$56.1K - $58.5K
|
9.65K
$301K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.85K- 10.52% |
$49.9K - $52K
|
15.7K
$491K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.81K- 45.48% |
$48.6K - $50.8K
|
2.16K
$67.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.58K- 94.03% |
$42.4K - $44.3K
|
100
$3.12K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.11K- 4.41% |
$29.9K - $31.2K
|
24K
$749K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-788- 38.23% |
$21.2K - $22.2K
|
1.27K
$39.7K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-657- 5.23% |
$17.7K - $18.5K
|
11.9K
$371K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-582- 8.35% |
$15.7K - $16.4K
|
6.39K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-505- 4.7% |
$13.6K - $14.2K
|
10.2K
$319K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-469- 3.32% |
$12.6K - $13.2K
|
13.7K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 15.35% |
$8.09K - $8.44K
|
1.65K
$51.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-235- 59.05% |
$6.33K - $6.61K
|
163
$5.09K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 43.76% |
$5.39K - $5.63K
|
257
$8.02K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-145- 36.25% |
$3.91K - $4.08K
|
255
$7.96K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-77- 18.97% |
$2.08K - $2.17K
|
329
$10.3K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- 1.69% |
$27 - $28.1
|
58
$1.81K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-30.9K- 21.51% |
$756K - $870K
|
113K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 5.48% |
$253K - $291K
|
178K
$5.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6.95K- 35.42% |
$170K - $196K
|
12.7K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-6.07K- 33.77% |
$148K - $171K
|
11.9K
$371K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-4.9K- 22.27% |
$120K - $138K
|
17.1K
$533K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.18K- 29.75% |
$102K - $117K
|
9.86K
$308K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.75K- 3.38% |
$91.8K - $106K
|
107K
$3.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.81K- 27.69% |
$68.8K - $79.1K
|
7.35K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.82K- 16.88% |
$44.4K - $51.1K
|
8.94K
$279K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.38K- 13.25% |
$33.7K - $38.7K
|
9.01K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.23K- 13.15% |
$30.2K - $34.7K
|
8.15K
$254K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-731- 5.13% |
$17.9K - $20.6K
|
13.5K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-657- 8.19% |
$16.1K - $18.5K
|
7.37K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-649- 50.15% |
$15.9K - $18.3K
|
645
$20.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-195- 20.95% |
$4.77K - $5.49K
|
736
$23K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-41- 51.25% |
$1K - $1.15K
|
39
$1.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-40- 0.3% |
$978 - $1.13K
|
13.2K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 5.8% |
$734 - $844
|
487
$15.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-188K- 96.22% |
$4.76M - $5.19M
|
7.39K
$231K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-33.9K- 4.86% |
$858K - $936K
|
664K
$20.7M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-23.6K- 34.32% |
$597K - $651K
|
45.1K
$1.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-20.8K- 63.39% |
$525K - $573K
|
12K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.13K- 42.49% |
$206K - $224K
|
11K
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.44K- 48.87% |
$163K - $178K
|
6.74K
$210K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-5.16K- 38.26% |
$130K - $142K
|
8.32K
$260K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.98K- 25.21% |
$101K - $110K
|
11.8K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2K- 57.8% |
$50.6K - $55.2K
|
1.46K
$45.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.25K- 8.73% |
$31.6K - $34.5K
|
13.1K
$408K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.18K- 80.37% |
$29.8K - $32.5K
|
288
$8.99K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-830- 5.95% |
$21K - $22.9K
|
13.1K
$409K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-211- 16.93% |
$5.34K - $5.82K
|
1.04K
$32.3K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77- 0.64% |
$1.95K - $2.12K
|
11.9K
$372K
|
|