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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-10.5K- 2.61% |
$361K - $390K
|
390K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-192K- 87.54% |
$6.65M - $7.17M
|
27.4K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-160- 0.82% |
$5.53K - $5.96K
|
19.2K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
609K+ 20.93% |
$21M - $22.7M
|
3.52M
$134M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.54KNew |
$295K - $318K
|
8.54K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
146+ 0.15% |
$5.04K - $5.44K
|
96.8K
$3.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
739K+ 137.09% |
$25.5M - $27.5M
|
1.28M
$48.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.4K+ 18.91% |
$1.08M - $1.17M
|
197K
$7.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53.9K- 6.99% |
$1.86M - $2.01M
|
717K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-90- 0.3% |
$3.11K - $3.36K
|
29.9K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.7K- 6.44% |
$714K - $771K
|
301K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3K+ 12.99% |
$104K - $112K
|
26.1K
$998K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-484- 0.33% |
$16.7K - $18K
|
148K
$5.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-8.32M- 98.5% |
$287M - $310M
|
127K
$4.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
253+ 1.25% |
$8.74K - $9.43K
|
20.5K
$784K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.14KNew |
$39.2K - $42.4K
|
1.14K
$43.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13+ 0.26% |
$449 - $485
|
5.05K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
28.5KNew |
$983K - $1.06M
|
28.5K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.85KNew |
$236K - $255K
|
6.85K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
31+ 0.41% |
$1.07K - $1.16K
|
7.52K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50.9K+ 3.63% |
$1.76M - $1.9M
|
1.45M
$55.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
211+ 1.1% |
$7.29K - $7.87K
|
19.3K
$738K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.75KNew |
$199K - $215K
|
5.75K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-715- 1.34% |
$24.7K - $26.7K
|
52.8K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.27K+ 15.55% |
$44K - $47.5K
|
9.47K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
4.01KNew |
$139K - $150K
|
4.01K
$153K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6K+ 6.35% |
$436K - $471K
|
211K
$8.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
3KNew |
$104K - $112K
|
3K
$115K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.91K+ 31.92% |
$239K - $258K
|
28.5K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35.9K+ 48.79% |
$1.24M - $1.34M
|
109K
$4.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.77K+ 5.16% |
$165K - $178K
|
97.2K
$3.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
292+ 2.02% |
$10.1K - $10.9K
|
14.8K
$565K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.6K- 1.91% |
$124K - $134K
|
185K
$7.06M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
376+ 7.38% |
$13K - $14K
|
5.47K
$209K
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.6K- 47.06% |
$193K - $209K
|
6.3K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-192- 0.09% |
$6.63K - $7.16K
|
223K
$8.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8.28K+ 49.82% |
$286K - $309K
|
24.9K
$951K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.69K+ 216.11% |
$162K - $175K
|
6.87K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
233K+ 6.2% |
$8.06M - $8.7M
|
3.99M
$153M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.3K- 9.05% |
$183K - $198K
|
53.3K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
87.5K+ 3.09% |
$3.02M - $3.26M
|
2.92M
$112M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-43- 0.14% |
$1.49K - $1.6K
|
31.2K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.87K+ 11.05% |
$307K - $331K
|
89.2K
$3.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 29.17% |
$242 - $261
|
31
$1.18K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.44KNew |
$49.8K - $53.8K
|
1.44K
$55.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
846+ 9.73% |
$29.2K - $31.5K
|
9.54K
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-1K- 8.19% |
$34.7K - $37.4K
|
11.3K
$430K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5.55K- 9.87% |
$192K - $207K
|
50.7K
$1.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.43K+ 14.87% |
$49.4K - $53.3K
|
11.1K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.71K+ 15.99% |
$59.1K - $63.8K
|
12.4K
$474K
|
|