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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 3.64% |
$3.59K - $3.86K
|
2.65K
$101K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.45KNew |
$267K - $287K
|
7.45K
$285K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
290+ 4.75% |
$10.4K - $11.2K
|
6.4K
$244K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
851+ 62.21% |
$30.6K - $32.8K
|
2.22K
$84.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
15.9K+ 12.69% |
$572K - $614K
|
141K
$5.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-128- 1.04% |
$4.6K - $4.94K
|
12.2K
$467K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-610- 61.74% |
$21.9K - $23.5K
|
378
$14.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.05% |
$108 - $116
|
5.78K
$221K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
SELL
|
- |
-275- 0.75% |
$9.88K - $10.6K
|
36.3K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.19K+ 8.2% |
$78.8K - $84.6K
|
28.9K
$1.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6.38K+ 64.41% |
$229K - $246K
|
16.3K
$622K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.37% |
$215 - $231
|
443
$16.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.5K+ 6.44% |
$379K - $407K
|
174K
$6.66M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
823+ 8.63% |
$29.6K - $31.7K
|
10.4K
$396K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
10+ 0.16% |
$359 - $386
|
6.39K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.73K- 22.0% |
$98K - $105K
|
9.68K
$370K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-617- 9.76% |
$22.2K - $23.8K
|
5.71K
$218K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.06K- 2.66% |
$37.9K - $40.7K
|
38.6K
$1.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.17KNew |
$186K - $199K
|
5.17K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.51K+ 2.23% |
$162K - $174K
|
206K
$7.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.67K+ 15.97% |
$95.8K - $103K
|
19.4K
$740K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
154+ 2.41% |
$5.53K - $5.94K
|
6.54K
$250K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
19.6KNew |
$702K - $754K
|
19.6K
$747K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 2.01% |
$45.2K - $48.6K
|
61.5K
$2.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.52K- 17.04% |
$126K - $136K
|
17.1K
$655K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7.3KNew |
$262K - $281K
|
7.3K
$279K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
70+ 0.81% |
$2.51K - $2.7K
|
8.68K
$332K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.06K- 26.93% |
$289K - $311K
|
21.9K
$835K
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-6.5K- 16.36% |
$233K - $251K
|
33.2K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-84- 0.66% |
$3.02K - $3.24K
|
12.6K
$480K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 3.3% |
$47.4K - $50.9K
|
41.3K
$1.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.99KNew |
$215K - $231K
|
5.99K
$229K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.25KNew |
$189K - $202K
|
5.25K
$201K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
11.5K+ 185.79% |
$414K - $444K
|
17.7K
$677K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.94K- 7.6% |
$213K - $229K
|
72.3K
$2.76M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.8K+ 44.32% |
$613K - $662K
|
57.8K
$2.21M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-118- 73.29% |
$4.08K - $4.4K
|
43
$1.64K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.46K- 85.11% |
$119K - $129K
|
605
$23.1K
|
|
|
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
|
|