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 |
---|---|---|---|---|---|---|---|
Aug 06, 2020
Q2 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-660Closed |
$14K - $18.4K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.18KClosed |
$195K - $257K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.27KClosed |
$133K - $175K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-111KClosed |
$2.36M - $3.1M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jsf Financial, LLC
|
SELL
|
- |
-18.6KClosed |
$395K - $521K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-14.6KClosed |
$310K - $409K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.24KClosed |
$26.3K - $34.7K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-55.5KClosed |
$1.18M - $1.55M
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Ledyard National Bank
|
SELL
|
- |
-11.5KClosed |
$244K - $321K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-38.8KClosed |
$823K - $1.08M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Narwhal Capital Management
|
SELL
|
- |
-9.02KClosed |
$191K - $252K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Bellecapital International Ltd.
|
SELL
|
- |
-23.2KClosed |
$493K - $649K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-831Closed |
$17.6K - $23.2K
|
0
$0
|
|
Q1 2020 | |||||||
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-281Closed |
$5.5K - $9.57K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-7.48KClosed |
$146K - $255K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.53KClosed |
$88.6K - $154K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.54KClosed |
$148K - $257K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-6.13KClosed |
$120K - $209K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-9.31KClosed |
$182K - $317K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-250Closed |
$4.9K - $8.51K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-7.64KClosed |
$149K - $260K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-22.6KClosed |
$443K - $770K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-40Closed |
$783 - $1.36K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Archer Investment Corp
|
SELL
|
- |
-246- 18.32% |
$4.82K - $8.38K
|
1.1K
$30.1K
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-16.7KClosed |
$327K - $568K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-31KClosed |
$608K - $1.06M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-25.1KClosed |
$491K - $853K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1Closed |
$19.6 - $34.1
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.56K+ 301.74% |
$30.6K - $53.2K
|
2.08K
$57K
|
|
Apr 30, 2020
Q1 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-33.3KClosed |
$652K - $1.13M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-745Closed |
$14.6K - $25.4K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.5KClosed |
$186K - $323K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Altus Wealth Management, LLC
|
SELL
|
- |
-219KClosed |
$4.29M - $7.47M
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-350Closed |
$6.85K - $11.9K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-197KClosed |
$3.86M - $6.72M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.99KClosed |
$137K - $238K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-17.8KClosed |
$348K - $605K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Pds Planning, Inc
|
SELL
|
- |
-5.26KClosed |
$103K - $179K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Loveless Wealth Management LLC
|
SELL
|
- |
-7.51KClosed |
$147K - $256K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-700Closed |
$13.7K - $23.8K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.08KClosed |
$119K - $207K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-8.39KClosed |
$164K - $286K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-31.3KClosed |
$613K - $1.07M
|
0
$0
|
|
Q4 2019 | |||||||
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.6K+ 87.42% |
$197K - $222K
|
14.2K
$388K
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-159KClosed |
$4.75M - $5.35M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.8KClosed |
$351K - $396K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
First Manhattan CO
New York, NY |
SELL
|
- |
-350- 32.38% |
$10.4K - $11.8K
|
731
$20K
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
338New |
$10.1K - $11.4K
|
338
$9.26K
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
603New |
$18K - $20.3K
|
603
$16.5K
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-323Closed |
$9.62K - $10.9K
|
0
$0
|