Latest Institutional Transactions on Ishares Tr (IDV)
This table provides information on the latest institutional transactions involving Ishares Tr (IDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
567+ 2.56% |
$15.3K - $17K
|
22.7K
$644K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-45- 0.19% |
$1.22K - $1.35K
|
23.7K
$671K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
414+ 2.77% |
$11.2K - $12.4K
|
15.4K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-13.5K- 4.69% |
$366K - $405K
|
275K
$7.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.08% |
$270 - $299
|
12.3K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.05K- 16.13% |
$190K - $211K
|
36.6K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.7K- 16.18% |
$127K - $141K
|
24.4K
$691K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
996+ 0.45% |
$26.9K - $29.8K
|
220K
$6.25M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.72K+ 5.52% |
$263K - $291K
|
186K
$5.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.66K+ 22.02% |
$234K - $259K
|
48K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.42% |
$460 - $509
|
1.22K
$34.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2K+ 5.89% |
$53.9K - $59.7K
|
35.8K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-303- 0.99% |
$8.19K - $9.07K
|
30.3K
$860K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-347- 10.84% |
$9.38K - $10.4K
|
2.86K
$81K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15K- 28.57% |
$405K - $448K
|
37.4K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
26.3K+ 27.85% |
$710K - $786K
|
121K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.41K- 20.56% |
$38K - $42K
|
5.43K
$154K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.97K- 4.79% |
$80.3K - $88.9K
|
59K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
656+ 2.4% |
$17.7K - $19.6K
|
27.9K
$793K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 13.66% |
$37K - $40.9K
|
8.64K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.19K- 1.91% |
$32.1K - $35.6K
|
61.2K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
5.48K+ 2.09% |
$148K - $164K
|
267K
$7.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-842- 52.2% |
$22.8K - $25.2K
|
771
$21.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.22% |
$54.1 - $59.8
|
914
$25.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
169+ 0.63% |
$4.57K - $5.06K
|
27K
$766K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.3K+ 11.83% |
$116K - $129K
|
40.6K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.07K- 1.97% |
$28.9K - $32K
|
53.3K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.51K- 8.14% |
$230K - $254K
|
96K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 5.59% |
$28.1K - $31.1K
|
17.6K
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-700- 6.2% |
$18.9K - $20.9K
|
10.6K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.7K- 8.13% |
$46K - $50.9K
|
19.2K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
189+ 1.69% |
$5.11K - $5.65K
|
11.4K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 4.34% |
$36.5K - $40.4K
|
32.5K
$921K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
28+ 0.15% |
$757 - $838
|
19.3K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-27- 1.19% |
$730 - $808
|
2.25K
$63.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.65KNew |
$207K - $229K
|
7.65K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.07K+ 177.67% |
$28.8K - $31.9K
|
1.67K
$47.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-97- 1.21% |
$2.62K - $2.9K
|
7.91K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.39KNew |
$146K - $161K
|
5.39K
$153K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.35% |
$351 - $389
|
979
$27.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.59K+ 7.96% |
$69.9K - $77.4K
|
35.1K
$996K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
143KNew |
$3.86M - $4.28M
|
143K
$4.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.2KNew |
$276K - $305K
|
10.2K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.22K- 8.27% |
$59.9K - $66.3K
|
24.6K
$698K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 0.23% |
$946 - $1.05K
|
15.4K
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.9K+ 1.27% |
$51.2K - $56.7K
|
151K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.44K- 7.8% |
$66K - $73K
|
28.9K
$819K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.51K+ 6.51% |
$95K - $105K
|
57.5K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.55K- 29.08% |
$95.8K - $106K
|
8.65K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.48K- 4.42% |
$93.9K - $104K
|
75.1K
$2.13M
|