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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 5.8% |
$734 - $844
|
487
$16.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-188K- 96.22% |
$4.76M - $5.19M
|
7.39K
$257K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-33.9K- 4.86% |
$858K - $936K
|
664K
$23.1M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-23.6K- 34.32% |
$597K - $651K
|
45.1K
$1.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-20.8K- 63.39% |
$525K - $573K
|
12K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.13K- 42.49% |
$206K - $224K
|
11K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.44K- 48.87% |
$163K - $178K
|
6.74K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-5.16K- 38.26% |
$130K - $142K
|
8.32K
$289K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.98K- 25.21% |
$101K - $110K
|
11.8K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2K- 57.8% |
$50.6K - $55.2K
|
1.46K
$50.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.25K- 8.73% |
$31.6K - $34.5K
|
13.1K
$454K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.18K- 80.37% |
$29.8K - $32.5K
|
288
$10K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-830- 5.95% |
$21K - $22.9K
|
13.1K
$456K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-211- 16.93% |
$5.34K - $5.82K
|
1.04K
$36K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77- 0.64% |
$1.95K - $2.12K
|
11.9K
$415K
|
|
| Q2 2023 | |||||||
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.21KClosed |
$212K - $234K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.21K- 31.95% |
$161K - $177K
|
13.2K
$460K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-3.74K- 66.51% |
$96.7K - $107K
|
1.88K
$65.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.57K- 46.88% |
$92.2K - $102K
|
4.04K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.5K- 9.32% |
$38.8K - $42.8K
|
14.6K
$507K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.47K- 20.49% |
$38K - $41.9K
|
5.7K
$198K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.32K- 19.45% |
$34.1K - $37.6K
|
5.46K
$190K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-977- 11.34% |
$25.3K - $27.9K
|
7.64K
$266K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-762- 2.62% |
$19.7K - $21.7K
|
28.3K
$984K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-600- 8.5% |
$15.5K - $17.1K
|
6.46K
$224K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-600- 8.5% |
$15.5K - $17.1K
|
6.46K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-215- 2.67% |
$5.56K - $6.13K
|
7.85K
$273K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-164- 1.12% |
$4.24K - $4.68K
|
14.5K
$504K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-1.88M- 91.24% |
$49.9M - $55.5M
|
181K
$6.28M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12.6K- 79.44% |
$334K - $371K
|
3.26K
$113K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.8K- 15.13% |
$101K - $112K
|
21.3K
$742K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.63K- 52.76% |
$43.4K - $48.2K
|
1.46K
$50.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-320- 44.44% |
$8.49K - $9.44K
|
400
$13.9K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-300- 3.9% |
$7.96K - $8.85K
|
7.39K
$257K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2- 0.01% |
$53.1 - $59
|
19.6K
$680K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-24.4K- 2.18% |
$544K - $673K
|
1.1M
$38.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.93K- 20.01% |
$43K - $53.2K
|
7.72K
$268K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-774- 3.06% |
$17.2K - $21.3K
|
24.5K
$853K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-572- 0.54% |
$12.7K - $15.8K
|
106K
$3.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-457- 2.1% |
$10.2K - $12.6K
|
21.3K
$739K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-406- 4.15% |
$9.04K - $11.2K
|
9.37K
$326K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-134- 30.8% |
$2.98K - $3.69K
|
301
$10.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-114Closed |
$2.54K - $3.14K
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-54- 0.17% |
$1.2K - $1.49K
|
31.5K
$1.09M
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-168K- 37.26% |
$3.79M - $4.8M
|
284K
$9.86M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-17.1K- 59.37% |
$385K - $486K
|
11.7K
$406K
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11.6KClosed |
$262K - $331K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10K- 51.54% |
$225K - $285K
|
9.41K
$327K
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-8.57KClosed |
$193K - $244K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.36K- 15.07% |
$143K - $181K
|
35.8K
$1.25M
|
|