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 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
13K+ 13.95% |
$449K - $485K
|
106K
$4.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
430+ 1.82% |
$14.9K - $16K
|
24K
$919K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.9K- 6.58% |
$1.03M - $1.11M
|
425K
$16.2M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-382- 2.53% |
$13.2K - $14.2K
|
14.7K
$563K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-900- 71.32% |
$31.1K - $33.6K
|
362
$13.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.67K- 1.72% |
$196K - $212K
|
324K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$34.5 - $37.3
|
1.82K
$69.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.16K- 1.75% |
$40.2K - $43.4K
|
65.5K
$2.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
105K+ 33.86% |
$3.62M - $3.9M
|
414K
$15.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.14K+ 34.12% |
$143K - $154K
|
16.3K
$622K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
266+ 0.48% |
$9.19K - $9.92K
|
56.1K
$2.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-112K- 90.05% |
$3.86M - $4.17M
|
12.4K
$472K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-500- 6.67% |
$17.3K - $18.6K
|
7K
$268K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-152- 0.44% |
$5.25K - $5.67K
|
34.4K
$1.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-330- 1.9% |
$11.4K - $12.3K
|
17K
$651K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
631+ 0.2% |
$21.8K - $23.5K
|
315K
$12M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
522+ 1.55% |
$18K - $19.5K
|
34.1K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.15K+ 20.06% |
$143K - $155K
|
24.9K
$950K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.41K- 29.17% |
$187K - $202K
|
13.1K
$502K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.05K+ 3.61% |
$36.3K - $39.2K
|
30.2K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
55+ 0.25% |
$1.9K - $2.05K
|
22.4K
$856K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-3.39KClosed |
$117K - $126K
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
146+ 36.5% |
$5.04K - $5.44K
|
546
$20.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.61K- 7.79% |
$228K - $246K
|
78.2K
$2.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-10.4K- 4.87% |
$360K - $388K
|
204K
$7.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-8.31K- 8.97% |
$287K - $310K
|
84.3K
$3.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-113- 0.64% |
$3.9K - $4.21K
|
17.6K
$672K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.27% |
$587 - $634
|
6.39K
$244K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-135- 1.88% |
$4.66K - $5.03K
|
7.04K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.11K+ 23.73% |
$107K - $116K
|
16.2K
$619K
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.15K+ 2.44% |
$39.7K - $42.9K
|
48.2K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-623- 3.05% |
$21.5K - $23.2K
|
19.8K
$756K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
504+ 7.96% |
$17.4K - $18.8K
|
6.83K
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
30.3KNew |
$1.05M - $1.13M
|
30.3K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
489+ 2.42% |
$16.9K - $18.2K
|
20.7K
$792K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.77K- 5.47% |
$165K - $178K
|
82.5K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.06% |
$449 - $485
|
22.2K
$849K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 17.81% |
$4.51M - $4.86M
|
863K
$33M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.21K- 13.37% |
$76.2K - $82.2K
|
14.3K
$546K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
417+ 3.5% |
$14.4K - $15.5K
|
12.3K
$472K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-128- 0.31% |
$4.42K - $4.77K
|
41.8K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
47+ 0.55% |
$1.62K - $1.75K
|
8.61K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-305- 0.17% |
$10.5K - $11.4K
|
182K
$6.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.59K+ 6.41% |
$89.5K - $96.6K
|
43K
$1.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-845- 0.61% |
$29.2K - $31.5K
|
137K
$5.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
438+ 0.74% |
$15.1K - $16.3K
|
59.5K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-137- 1.92% |
$4.73K - $5.11K
|
7.02K
$268K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
524+ 4.3% |
$18.1K - $19.5K
|
12.7K
$485K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
736+ 16.03% |
$25.4K - $27.4K
|
5.33K
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.6K+ 8.27% |
$713K - $769K
|
270K
$10.3M
|
|