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 |
---|---|---|---|---|---|---|---|
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
$2.45K
|
|
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
|
|
Feb 12, 2021
Q4 2020
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.5KClosed |
$132K - $164K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-819Closed |
$19.7K - $24.3K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-732Closed |
$17.6K - $21.8K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-214Closed |
$5.15K - $6.36K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-121Closed |
$2.91K - $3.6K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100Closed |
$2.41K - $2.97K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-75Closed |
$1.81K - $2.23K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-21Closed |
$506 - $624
|
0
$0
|
|
Q3 2020 | |||||||
Nov 04, 2020
Q3 2020
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-90.6KClosed |
$2.24M - $2.44M
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-32.2KClosed |
$795K - $868K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-28.9KClosed |
$712K - $778K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
SELL
|
- |
-10.9KClosed |
$270K - $295K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-9.64KClosed |
$238K - $260K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Calamos Wealth Management LLC
|
SELL
|
- |
-9.15KClosed |
$226K - $247K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Highland Private Wealth Management
|
SELL
|
- |
-8.75KClosed |
$216K - $236K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
First Personal Financial Services
|
SELL
|
- |
-3.44KClosed |
$84.8K - $92.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.08KClosed |
$76K - $83K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Covington Capital Management
|
SELL
|
- |
-2.77KClosed |
$68.3K - $74.5K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.35KClosed |
$58K - $63.3K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 51.68% |
$33.3K - $36.4K
|
1.26K
$36.4K
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-924Closed |
$22.8K - $24.9K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-787Closed |
$19.4K - $21.2K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-633Closed |
$15.6K - $17.1K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-207KClosed |
$4.4M - $5.79M
|
0
$0
|
|
Sep 23, 2021
Q2 2020
|
Systelligence, LLC
|
SELL
|
- |
-166KClosed |
$3.52M - $4.64M
|
0
$0
|
|
Aug 20, 2020
Q2 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-135KClosed |
$2.85M - $3.76M
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-111KClosed |
$2.36M - $3.1M
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-55.5KClosed |
$1.18M - $1.55M
|
0
$0
|