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 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.23K+ 97.77% |
$42.3K - $45.7K
|
2.48K
$94.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.75% |
$207 - $224
|
811
$31K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.32K+ 8.67% |
$253K - $273K
|
91.7K
$3.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.21K- 13.92% |
$41.6K - $44.9K
|
7.45K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-791- 0.81% |
$27.3K - $29.5K
|
96.8K
$3.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
501+ 2.92% |
$17.3K - $18.7K
|
17.6K
$675K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.87KNew |
$203K - $219K
|
5.87K
$224K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
17.3K+ 144.77% |
$597K - $644K
|
29.2K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
- |
27KNew |
$933K - $1.01M
|
27K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8K- 50.0% |
$276K - $298K
|
8K
$306K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
20.2KNew |
$697K - $752K
|
20.2K
$771K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.45K+ 0.46% |
$119K - $129K
|
750K
$28.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.26K+ 9.18% |
$43.6K - $47K
|
15K
$573K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-4.42K- 0.51% |
$153K - $165K
|
871K
$33.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
81+ 1.05% |
$2.8K - $3.02K
|
7.76K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.87K+ 9.68% |
$64.7K - $69.9K
|
21.2K
$812K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-16.1K- 74.24% |
$557K - $601K
|
5.6K
$214K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.53K- 3.97% |
$52.9K - $57.2K
|
37.1K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17.6K- 73.64% |
$608K - $656K
|
6.3K
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-164- 2.81% |
$5.66K - $6.11K
|
5.68K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.08K+ 17.09% |
$37.1K - $40.1K
|
7.37K
$281K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.33K- 3.87% |
$80.6K - $87K
|
57.9K
$2.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
47.3K+ 70.57% |
$1.63M - $1.76M
|
114K
$4.37M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-405- 6.89% |
$14K - $15.1K
|
5.47K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
9.82K+ 96.98% |
$339K - $366K
|
19.9K
$762K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-170- 0.59% |
$5.87K - $6.34K
|
28.6K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$34.9K - $37.7K
|
1.01K
$38.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 1.16% |
$173 - $186
|
437
$16.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.2K- 29.63% |
$835K - $901K
|
57.4K
$2.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5.49KNew |
$190K - $205K
|
5.49K
$210K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
133K+ 700.41% |
$4.59M - $4.95M
|
152K
$5.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-803- 12.64% |
$27.7K - $29.9K
|
5.55K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-88- 0.05% |
$3.04K - $3.28K
|
186K
$7.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
400New |
$13.8K - $14.9K
|
400
$15.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.47K+ 3.03% |
$258K - $278K
|
254K
$9.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4K+ 7.09% |
$462K - $499K
|
202K
$7.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-715- 85.83% |
$24.7K - $26.7K
|
118
$4.51K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
557+ 7.86% |
$19.2K - $20.8K
|
7.65K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
407+ 4.29% |
$14.1K - $15.2K
|
9.9K
$378K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
11.9K+ 104.58% |
$412K - $445K
|
23.3K
$892K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
39.1K+ 5.75% |
$1.35M - $1.46M
|
719K
$27.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.23KNew |
$146K - $158K
|
4.23K
$162K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.16K+ 35.25% |
$74.7K - $80.6K
|
8.3K
$317K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.7K+ 450.0% |
$93.3K - $101K
|
3.3K
$126K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
67+ 0.24% |
$2.31K - $2.5K
|
27.9K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.13K- 2.22% |
$39K - $42.1K
|
49.7K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
PUT |
98.6KNew |
$3.4M - $3.67M
|
98.6K
$3.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-930- 1.57% |
$32.1K - $34.7K
|
58.3K
$2.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.65K+ 53.59% |
$195K - $211K
|
16.2K
$619K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.75K- 97.93% |
$60.5K - $65.4K
|
37
$1.41K
|
|