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 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-102K- 23.04% |
$3.52M - $3.8M
|
341K
$13M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-6.14K- 8.64% |
$212K - $229K
|
64.9K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-530- 4.86% |
$18.3K - $19.8K
|
10.4K
$397K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-310- 2.09% |
$10.7K - $11.6K
|
14.5K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
10.9K+ 35.29% |
$378K - $408K
|
41.9K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.54K+ 11.05% |
$87.7K - $94.7K
|
25.5K
$975K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-90- 5.7% |
$3.11K - $3.36K
|
1.49K
$56.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-500- 25.0% |
$17.3K - $18.6K
|
1.5K
$57.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
544+ 33.25% |
$18.8K - $20.3K
|
2.18K
$83.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
793+ 1.74% |
$27.4K - $29.6K
|
46.3K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-201- 13.21% |
$6.94K - $7.49K
|
1.32K
$50.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
950+ 2.45% |
$32.8K - $35.4K
|
39.7K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
16.3K+ 6.4% |
$563K - $608K
|
271K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-3.83K- 37.41% |
$132K - $143K
|
6.4K
$245K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-575- 27.11% |
$19.9K - $21.4K
|
1.55K
$59.1K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
523+ 0.78% |
$18.1K - $19.5K
|
67.7K
$2.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
81.1K+ 4.22% |
$2.8M - $3.02M
|
2M
$76.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.42KNew |
$222K - $239K
|
6.42K
$245K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100+ 66.67% |
$3.45K - $3.73K
|
250
$9.56K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.77KNew |
$337K - $364K
|
9.77K
$373K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33.5K+ 6.2% |
$1.16M - $1.25M
|
574K
$21.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
156K+ 18.29% |
$5.39M - $5.82M
|
1.01M
$38.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.92% |
$34.5 - $37.3
|
110
$4.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
358+ 477.33% |
$12.4K - $13.3K
|
433
$16.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 0.6% |
$622 - $671
|
3.03K
$116K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.37K- 3.69% |
$81.8K - $88.2K
|
61.8K
$2.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.4KNew |
$360K - $389K
|
10.4K
$399K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.21KNew |
$111K - $120K
|
3.21K
$123K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
169+ 0.17% |
$5.84K - $6.3K
|
99K
$3.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15.9K- 11.46% |
$551K - $595K
|
123K
$4.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
77+ 0.61% |
$2.66K - $2.87K
|
12.7K
$487K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.8K- 9.99% |
$235K - $254K
|
61.3K
$2.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
7+ 1.02% |
$242 - $261
|
690
$26.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.1K+ 12.67% |
$107K - $116K
|
27.6K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
537+ 1.06% |
$18.5K - $20K
|
51.4K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-10.4K- 13.64% |
$358K - $386K
|
65.6K
$2.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
648+ 1.5% |
$22.4K - $24.2K
|
43.8K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
73+ 0.19% |
$2.52K - $2.72K
|
39.3K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.09% |
$484 - $522
|
15.1K
$577K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.27% |
$1.35K - $1.45K
|
14.5K
$554K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
117K+ 1648.67% |
$4.03M - $4.35M
|
124K
$4.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.61K+ 7.16% |
$55.6K - $60K
|
24.1K
$920K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-78- 0.88% |
$2.69K - $2.91K
|
8.75K
$334K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-174- 1.71% |
$6.01K - $6.49K
|
10K
$382K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-21.9K- 3.07% |
$755K - $815K
|
690K
$26.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 6.34% |
$53.7K - $58K
|
23K
$878K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.54K+ 3.03% |
$53.1K - $57.3K
|
52.3K
$2M
|
|
|
Nov 06, 2025
Q3 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.94K- 50.0% |
$171K - $184K
|
4.94K
$189K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-529- 31.32% |
$18.3K - $19.7K
|
1.16K
$44.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
9.17K+ 2.85% |
$317K - $342K
|
330K
$12.6M
|
|