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 10, 2021
Q4 2020
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
64KNew |
$1.54M - $1.9M
|
64K
$1.75M
|
|
|
Feb 09, 2021
Q4 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-22.9KClosed |
$552K - $682K
|
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 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
37.3KNew |
$899K - $1.11M
|
37.3K
$1.02M
|
|
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-19.8KClosed |
$476K - $587K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
204KNew |
$4.9M - $6.05M
|
204K
$5.58M
|
|
|
Feb 02, 2021
Q4 2020
|
Well Done, LLC
|
SELL
|
- |
-14.9KClosed |
$358K - $442K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
BUY
|
- |
61+ 2.66% |
$1.47K - $1.81K
|
2.36K
$64.6K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
88New |
$2.12K - $2.62K
|
88
$2.41K
|
|
|
Jan 15, 2021
Q4 2020
|
Arden Trust CO
|
BUY
|
- |
2.14K+ 25.06% |
$51.5K - $63.6K
|
10.7K
$293K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Covington Capital Management
|
SELL
|
- |
-2.77KClosed |
$68.3K - $74.5K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
342New |
$8.44K - $9.22K
|
342
$9.37K
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-787Closed |
$19.4K - $21.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.35KClosed |
$58K - $63.3K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
2.06KNew |
$50.8K - $55.5K
|
2.06K
$56.5K
|
|
|
Nov 12, 2020
Q3 2020
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.08KClosed |
$76K - $83K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
SELL
|
- |
-10.9KClosed |
$270K - $295K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-924Closed |
$22.8K - $24.9K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-9.64KClosed |
$238K - $260K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-90.6KClosed |
$2.24M - $2.44M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
First Personal Financial Services
|
SELL
|
- |
-3.44KClosed |
$84.8K - $92.7K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Calamos Wealth Management LLC
|
SELL
|
- |
-9.15KClosed |
$226K - $247K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 51.68% |
$33.3K - $36.4K
|
1.26K
$34.6K
|
|
|
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
|
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-633Closed |
$15.6K - $17.1K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Highland Private Wealth Management
|
SELL
|
- |
-8.75KClosed |
$216K - $236K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
601+ 11.1% |
$12.7K - $16.8K
|
6.01K
$165K
|
|
|
Sep 23, 2021
Q2 2020
|
Systelligence, LLC
|
SELL
|
- |
-166KClosed |
$3.52M - $4.64M
|
0
$0
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-643Closed |
$13.6K - $18K
|
0
$0
|
|
|
Aug 20, 2020
Q2 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-135KClosed |
$2.85M - $3.76M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.26KClosed |
$48K - $63.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.69KClosed |
$35.8K - $47.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Loomis Sayles & CO L P
|
SELL
|
- |
-365Closed |
$7.74K - $10.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-70Closed |
$1.48K - $1.96K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.91KClosed |
$189K - $249K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-83Closed |
$1.76K - $2.32K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-21.9KClosed |
$464K - $611K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.14KClosed |
$152K - $200K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-31.1KClosed |
$660K - $869K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Asset Management Inc
|
SELL
|
- |
-13KClosed |
$276K - $364K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58Closed |
$1.23K - $1.62K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
300New |
$6.36K - $8.39K
|
300
$8.22K
|
|
|
Aug 11, 2020
Q2 2020
|
Plancorp, LLC
|
SELL
|
- |
-11.4KClosed |
$241K - $317K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.43KClosed |
$30.3K - $39.9K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7.19KClosed |
$152K - $201K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
22New |
$467 - $615
|
22
$603
|
|
|
Aug 07, 2020
Q2 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-207KClosed |
$4.4M - $5.79M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Retirement Planning Group
|
SELL
|
- |
-9.78KClosed |
$207K - $273K
|
0
$0
|
|