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 |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
190New |
$4.23K - $5.24K
|
190
$5.21K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.3KNew |
$29K - $35.9K
|
1.3K
$35.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 409.79% |
$65.2K - $80.8K
|
3.65K
$99.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.93K- 20.01% |
$43K - $53.2K
|
7.72K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16+ 1.49% |
$356 - $441
|
1.09K
$30K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.86KNew |
$41.3K - $51.1K
|
1.86K
$50.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.8KNew |
$307K - $380K
|
13.8K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.93KNew |
$110K - $136K
|
4.93K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$32.8K - $40.6K
|
1.47K
$40.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.55KNew |
$213K - $263K
|
9.55K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
52+ 39.1% |
$1.16K - $1.43K
|
185
$5.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
252New |
$5.61K - $6.95K
|
252
$6.91K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.17K+ 8.15% |
$26K - $32.1K
|
15.5K
$424K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.75KNew |
$195K - $241K
|
8.75K
$240K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-572- 0.54% |
$12.7K - $15.8K
|
106K
$2.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-457- 2.1% |
$10.2K - $12.6K
|
21.3K
$583K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
7.06KNew |
$157K - $195K
|
7.06K
$194K
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
42.5KNew |
$945K - $1.17M
|
42.5K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-24.4K- 2.18% |
$544K - $673K
|
1.1M
$30M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.5KNew |
$55.7K - $68.9K
|
2.5K
$68.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 20.76% |
$417K - $517K
|
109K
$2.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
99.7K+ 806.14% |
$2.22M - $2.75M
|
112K
$3.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-958- 1.4% |
$21.3K - $26.4K
|
67.4K
$1.85M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
135KNew |
$3M - $3.71M
|
135K
$3.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.65K+ 24.05% |
$81.1K - $100K
|
18.8K
$515K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-134- 30.8% |
$2.98K - $3.69K
|
301
$8.25K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-774- 3.06% |
$17.2K - $21.3K
|
24.5K
$673K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$5.57K - $6.89K
|
250
$6.85K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-54- 0.17% |
$1.2K - $1.49K
|
31.5K
$863K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-114Closed |
$2.54K - $3.14K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-406- 4.15% |
$9.04K - $11.2K
|
9.37K
$257K
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11.6KClosed |
$262K - $331K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.28K+ 122.08% |
$74K - $93.5K
|
5.97K
$164K
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-8.57KClosed |
$193K - $244K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
840+ 10.09% |
$18.9K - $23.9K
|
9.17K
$251K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
235New |
$5.29K - $6.69K
|
235
$6.44K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$4.51K - $5.69K
|
200
$5.48K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21New |
$473 - $598
|
21
$576
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.8K- 35.53% |
$131K - $165K
|
10.5K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
85New |
$1.92K - $2.42K
|
85
$2.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 32.54% |
$56.4K - $71.3K
|
10.2K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.4K+ 12.07% |
$31.5K - $39.9K
|
13K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 3.57% |
$22.5 - $28.5
|
29
$795
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.36K- 15.07% |
$143K - $181K
|
35.8K
$982K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
292New |
$6.58K - $8.31K
|
292
$8K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.75K- 32.43% |
$130K - $164K
|
12K
$329K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
746New |
$16.8K - $21.2K
|
746
$20.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
549+ 5.84% |
$12.4K - $15.6K
|
9.95K
$273K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10K- 51.54% |
$225K - $285K
|
9.41K
$258K
|
|