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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-620Closed |
$18.5K - $19.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-571Closed |
$17K - $18.1K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-440- 40.0% |
$13.1K - $14K
|
660
$17.9K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-400Closed |
$11.9K - $12.7K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-298Closed |
$8.87K - $9.45K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-86Closed |
$2.56K - $2.73K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-75Closed |
$2.23K - $2.38K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$29.8 - $31.7
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-87KClosed |
$2.65M - $2.87M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50.5KClosed |
$1.54M - $1.66M
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-14.4KClosed |
$439K - $476K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-7.55KClosed |
$230K - $249K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.41KClosed |
$73.4K - $79.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.44KClosed |
$43.8K - $47.5K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.16KClosed |
$35.4K - $38.3K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-200Closed |
$6.08K - $6.59K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-108Closed |
$3.29K - $3.56K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-91.7KClosed |
$2.9M - $3.12M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-9.31KClosed |
$295K - $317K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-8.4KClosed |
$266K - $286K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.17KClosed |
$227K - $244K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.1KClosed |
$66.5K - $71.4K
|
0
$0
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.02KClosed |
$32.2K - $34.6K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-725Closed |
$23K - $24.7K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-700Closed |
$22.2K - $23.8K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-432Closed |
$13.7K - $14.7K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-424Closed |
$13.4K - $14.4K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-276Closed |
$8.74K - $9.39K
|
0
$0
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-149Closed |
$4.72K - $5.07K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-60Closed |
$1.9K - $2.04K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-58Closed |
$1.84K - $1.97K
|
0
$0
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-28.1KClosed |
$831K - $904K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.31KClosed |
$245K - $267K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.85KClosed |
$232K - $252K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.7KClosed |
$50.1K - $54.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16KClosed |
$34.2K - $37.2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-516- 85.86% |
$15.2K - $16.6K
|
85
$2.31K
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-512Closed |
$15.1K - $16.5K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-325Closed |
$9.6K - $10.4K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-310Closed |
$9.15K - $9.96K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
West End Advisors, LLC
|
SELL
|
- |
-143Closed |
$4.22K - $4.59K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-3Closed |
$88.6 - $96.4
|
0
$0
|
|
Q4 2020 | |||||||
Feb 11, 2021
Q4 2020
|
Twin Capital Management Inc
|
SELL
|
- |
-86.7KClosed |
$2.09M - $2.58M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-22.9KClosed |
$552K - $682K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-19.8KClosed |
$476K - $587K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Well Done, LLC
|
SELL
|
- |
-14.9KClosed |
$358K - $442K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-13.1KClosed |
$315K - $389K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8.47KClosed |
$204K - $252K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-8.23KClosed |
$198K - $245K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.03KClosed |
$193K - $239K
|
0
$0
|