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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7.9K- 7.73% |
$218K - $242K
|
94.3K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
963+ 5.15% |
$26.6K - $29.5K
|
19.7K
$539K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
191+ 1.33% |
$5.28K - $5.85K
|
14.5K
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-250- 1.81% |
$6.91K - $7.66K
|
13.5K
$371K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
702+ 2.31% |
$19.4K - $21.5K
|
31.1K
$853K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-718- 1.07% |
$19.8K - $22K
|
66.6K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.21K- 1.8% |
$33.5K - $37.1K
|
66.1K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
192+ 1.01% |
$5.3K - $5.88K
|
19.3K
$529K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.09K+ 36.02% |
$113K - $125K
|
15.4K
$423K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
100+ 0.83% |
$2.76K - $3.06K
|
12.1K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-12.6K- 18.78% |
$347K - $385K
|
54.3K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
200+ 9.64% |
$5.52K - $6.13K
|
2.28K
$62.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.29% |
$82.9 - $91.9
|
1.03K
$28.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-8.47K- 27.68% |
$234K - $260K
|
22.1K
$607K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.03K+ 6.94% |
$56.1K - $62.2K
|
31.3K
$858K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-7.02K- 6.29% |
$194K - $215K
|
104K
$2.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-348- 0.64% |
$9.61K - $10.7K
|
53.7K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.35K- 2.11% |
$37.2K - $41.2K
|
62.4K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-82- 12.02% |
$2.26K - $2.51K
|
600
$16.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.17% |
$55.2 - $61.3
|
1.19K
$32.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15K- 3.09% |
$415K - $460K
|
471K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-136K- 24.8% |
$3.75M - $4.16M
|
412K
$11.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-38.1K- 1.93% |
$1.05M - $1.17M
|
1.94M
$53.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40+ 0.36% |
$1.1K - $1.23K
|
11.2K
$306K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.88K- 1.11% |
$79.5K - $88.2K
|
256K
$7.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
14+ 0.03% |
$387 - $429
|
54K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
122+ 15.44% |
$3.37K - $3.74K
|
912
$25K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7KNew |
$193K - $214K
|
7K
$192K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 13.71% |
$42.3K - $47K
|
12.7K
$349K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14K- 23.32% |
$385K - $428K
|
45.9K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-191- 0.71% |
$5.28K - $5.85K
|
26.8K
$736K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
637+ 3.36% |
$17.6K - $19.5K
|
19.6K
$537K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.03K- 4.17% |
$167K - $185K
|
139K
$3.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-138- 9.62% |
$3.81K - $4.23K
|
1.3K
$35.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
675KNew |
$18.7M - $20.7M
|
675K
$18.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.41K+ 5.3% |
$38.8K - $43K
|
27.9K
$765K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
79K+ 13.63% |
$2.18M - $2.42M
|
658K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.08% |
$193 - $214
|
8.96K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.38K+ 8.59% |
$65.8K - $73K
|
30.1K
$825K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
101+ 1.28% |
$2.79K - $3.09K
|
8K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.43K- 4.06% |
$67K - $74.3K
|
57.3K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.41K- 16.52% |
$38.8K - $43.1K
|
7.11K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.7K+ 11.35% |
$102K - $113K
|
36.3K
$995K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.76K+ 16.2% |
$159K - $176K
|
41.3K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.84KNew |
$189K - $209K
|
6.84K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
600+ 3.12% |
$16.6K - $18.4K
|
19.9K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.5K+ 2.33% |
$41.4K - $46K
|
65.9K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.5K+ 4.31% |
$69.1K - $76.6K
|
60.5K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.08% |
$276 - $306
|
12.3K
$336K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-61- 3.64% |
$1.68K - $1.87K
|
1.61K
$44.2K
|