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 05, 2020
Q4 2019
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.76KClosed |
$201K - $227K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-3KClosed |
$89.4K - $101K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-241Closed |
$7.18K - $8.1K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
275New |
$8.19K - $9.24K
|
275
$7.54K
|
|
|
Jan 30, 2020
Q4 2019
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$74.5K - $84K
|
2.5K
$68.5K
|
|
|
Jan 28, 2020
Q4 2019
|
Dearborn Partners LLC
|
SELL
|
- |
-7.5KClosed |
$223K - $252K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1KClosed |
$29.8K - $33.6K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.07KClosed |
$91.5K - $103K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-462Closed |
$13.8K - $15.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-525Closed |
$16K - $16.4K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-75.4KClosed |
$2.29M - $2.36M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1KClosed |
$30.4K - $31.3K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.12K+ 12.55% |
$64.3K - $66.1K
|
19K
$520K
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-835Closed |
$25.4K - $26.1K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-27.6KClosed |
$838K - $862K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-592Closed |
$18K - $18.5K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-100Closed |
$3.04K - $3.13K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-6.7KClosed |
$204K - $209K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-800Closed |
$24.3K - $25K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Aries Wealth Management
|
SELL
|
- |
-6.59KClosed |
$200K - $206K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-8.22KClosed |
$250K - $257K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-16.2KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-392Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-197Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.13KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-1.13KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.25KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-6.94KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Granite Investment Partners, LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.82KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.22KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-99.9KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Arrow Financial Corp
|
SELL
|
- |
-145Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-4.16KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-27.5KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Claret Asset Management Corp
|
SELL
|
- |
-8.25KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Nikulski Financial, Inc.
|
SELL
|
- |
-6.8KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
First National Trust CO
|
SELL
|
- |
-12.8KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-7.74KClosed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.33KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 11, 2020
Q1 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-3.15KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
United Bank
Vienna, VA |
SELL
|
- |
-7.87KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-26.4KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-9.01KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-620Closed |
N/A
|
0
$0
|
|