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 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-457- 2.1% |
$10.2K - $12.6K
|
21.3K
$578K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-406- 4.15% |
$9.04K - $11.2K
|
9.37K
$255K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-134- 30.8% |
$2.98K - $3.69K
|
301
$8.18K
|
|
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
$855K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-168K- 37.26% |
$3.79M - $4.8M
|
284K
$7.7M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-17.1K- 59.37% |
$385K - $486K
|
11.7K
$317K
|
|
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
$255K
|
|
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
$973K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-6.15K- 39.07% |
$139K - $175K
|
9.6K
$261K
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.8K- 35.53% |
$131K - $165K
|
10.5K
$286K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.75K- 32.43% |
$130K - $164K
|
12K
$326K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.1K- 66.16% |
$47.4K - $59.8K
|
1.08K
$29.2K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-625- 85.38% |
$14.1K - $17.8K
|
107
$2.91K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-270- 69.77% |
$6.08K - $7.69K
|
117
$3.18K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-250- 47.08% |
$5.63K - $7.12K
|
281
$7.63K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-251KClosed |
$6.75M - $8.05M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24.4K- 57.95% |
$656K - $782K
|
17.7K
$481K
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-23.1KClosed |
$621K - $740K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-21.8K- 55.2% |
$586K - $699K
|
17.7K
$481K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-15.5KClosed |
$416K - $496K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-13.8KClosed |
$369K - $440K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-11.8KClosed |
$317K - $378K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-8.55KClosed |
$229K - $274K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-8.05KClosed |
$216K - $258K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.52KClosed |
$202K - $241K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-7.43KClosed |
$199K - $238K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-7.35KClosed |
$197K - $235K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.32KClosed |
$196K - $234K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-7.06KClosed |
$190K - $226K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.02KClosed |
$189K - $225K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.91KClosed |
$185K - $221K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.67KClosed |
$179K - $213K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.45KClosed |
$173K - $206K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Swm Advisors
|
SELL
|
- |
-6.37KClosed |
$171K - $204K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-6.33KClosed |
$170K - $203K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-6.25KClosed |
$168K - $200K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.76KClosed |
$74.1K - $88.3K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.53KClosed |
$41.1K - $49K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-852- 1.34% |
$22.9K - $27.3K
|
62.6K
$1.7M
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-809Closed |
$21.7K - $25.9K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-635- 7.03% |
$17K - $20.3K
|
8.39K
$228K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 83.33% |
$13.4K - $16K
|
100
$2.72K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-400- 13.81% |
$10.7K - $12.8K
|
2.5K
$67.8K
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-370Closed |
$9.93K - $11.8K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-364- 3.56% |
$9.77K - $11.6K
|
9.85K
$268K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-349Closed |
$9.37K - $11.2K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-325- 33.33% |
$8.72K - $10.4K
|
650
$17.7K
|