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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
18K+ 22.48% |
$623K - $672K
|
98.3K
$3.76M
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
173KNew |
$5.97M - $6.45M
|
173K
$6.61M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13.6K+ 37.88% |
$470K - $508K
|
49.6K
$1.89M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
5.67K+ 641.74% |
$196K - $211K
|
6.56K
$251K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
35.4KNew |
$1.22M - $1.32M
|
35.4K
$1.35M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-142- 1.11% |
$4.9K - $5.29K
|
12.7K
$484K
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.0% |
$69.1 - $74.6
|
44.6K
$1.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.8K+ 171.78% |
$374K - $403K
|
17.1K
$654K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.9K- 1.34% |
$65.6K - $70.8K
|
140K
$5.36M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
663KNew |
$22.9M - $24.7M
|
663K
$25.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26K+ 28.4% |
$899K - $971K
|
118K
$4.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.95K- 9.82% |
$67.2K - $72.5K
|
17.9K
$683K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
41.1KNew |
$1.42M - $1.53M
|
41.1K
$1.57M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
237New |
$8.19K - $8.84K
|
237
$9.06K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7K+ 41.15% |
$403K - $435K
|
40.1K
$1.53M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-19- 0.17% |
$656 - $708
|
11K
$422K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
31+ 0.08% |
$1.07K - $1.16K
|
39.8K
$1.52M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.12K- 2.94% |
$73.4K - $79.2K
|
70.1K
$2.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.5K+ 9.32% |
$707K - $764K
|
240K
$9.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.59KNew |
$89.5K - $96.6K
|
2.59K
$99K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
532K+ 105.5% |
$18.4M - $19.8M
|
1.04M
$39.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.54% |
$380 - $410
|
2.07K
$78.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-38.8K- 99.92% |
$1.34M - $1.45M
|
30
$1.15K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
108+ 0.99% |
$3.73K - $4.03K
|
11.1K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-91K- 7.76% |
$3.14M - $3.39M
|
1.08M
$41.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.5K+ 81.78% |
$1.5M - $1.62M
|
96.8K
$3.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.59K+ 1.13% |
$262K - $283K
|
679K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.25K- 5.99% |
$250K - $270K
|
114K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.7K+ 17.66% |
$1.2M - $1.3M
|
231K
$8.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.42K+ 21.91% |
$118K - $128K
|
19K
$727K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.61K- 2.2% |
$55.5K - $59.9K
|
71.3K
$2.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-164- -0.0% |
$5.66K - $6.11K
|
3.95M
$151M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
1.2K+ 12.37% |
$41.4K - $44.7K
|
10.9K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
489+ 3.05% |
$16.9K - $18.2K
|
16.5K
$631K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-697- 0.98% |
$24.1K - $26K
|
70.7K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
59.9K+ 5.78% |
$2.07M - $2.23M
|
1.1M
$41.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.7K+ 68.01% |
$369K - $398K
|
26.4K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.1K+ 67.11% |
$385K - $415K
|
27.7K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-453- 4.41% |
$15.6K - $16.9K
|
9.82K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.34K- 14.9% |
$46.2K - $49.8K
|
7.64K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
18.5K+ 8.06% |
$639K - $690K
|
248K
$9.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.17K+ 11.44% |
$40.3K - $43.5K
|
11.4K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
193+ 0.77% |
$6.67K - $7.2K
|
25.2K
$963K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.16K+ 2.59% |
$109K - $118K
|
125K
$4.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
253K+ 2.04% |
$8.75M - $9.45M
|
12.7M
$484M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
289K+ 4.11% |
$9.97M - $10.8M
|
7.31M
$279M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-864- 8.3% |
$29.8K - $32.2K
|
9.54K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-39.8K- 10.82% |
$1.38M - $1.49M
|
328K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.03% |
$69.1 - $74.6
|
6.22K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-10.5K- 2.61% |
$361K - $390K
|
390K
$14.9M
|
|