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 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.45K- 13.14% |
$119K - $129K
|
22.8K
$872K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 0.96% |
$449 - $485
|
1.37K
$52.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
8+ 0.03% |
$276 - $298
|
23.9K
$912K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.5K+ 38.22% |
$399K - $430K
|
41.8K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.29K- 0.87% |
$44.7K - $48.2K
|
147K
$5.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-490- 2.11% |
$16.9K - $18.3K
|
22.7K
$869K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.3K+ 226.07% |
$354K - $382K
|
14.8K
$565K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
769+ 3.21% |
$26.6K - $28.7K
|
24.7K
$944K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17.1K+ 70.78% |
$590K - $637K
|
41.2K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 1.09% |
$380 - $410
|
1.02K
$38.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-12- 0.02% |
$414 - $447
|
61.9K
$2.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-151- 6.52% |
$5.22K - $5.63K
|
2.17K
$82.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
38+ 0.62% |
$1.31K - $1.42K
|
6.2K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.04% |
$138 - $149
|
9.34K
$357K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.77K- 9.79% |
$61.1K - $65.9K
|
16.3K
$623K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1.48KNew |
$50.9K - $55K
|
1.48K
$56.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.14K+ 11.02% |
$39.3K - $42.4K
|
11.5K
$438K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-710- 2.11% |
$24.5K - $26.5K
|
32.9K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.5KNew |
$121K - $131K
|
3.5K
$134K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
115+ 10.45% |
$3.97K - $4.29K
|
1.22K
$46.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
7.18KNew |
$248K - $268K
|
7.18K
$274K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-72- 0.6% |
$2.49K - $2.68K
|
11.9K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.73K- 28.76% |
$129K - $139K
|
9.24K
$353K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-422- 1.61% |
$14.6K - $15.7K
|
25.8K
$986K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
964+ 8.25% |
$33.3K - $35.9K
|
12.6K
$483K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.1K- 6.12% |
$37.9K - $40.9K
|
16.8K
$642K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-290- 2.52% |
$10K - $10.8K
|
11.2K
$429K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-48.5K- 60.47% |
$1.68M - $1.81M
|
31.7K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
30+ 0.28% |
$1.04K - $1.12K
|
10.9K
$416K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-401- 4.99% |
$13.9K - $14.9K
|
7.63K
$292K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-32- 0.84% |
$1.11K - $1.19K
|
3.78K
$144K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 4.64% |
$105K - $114K
|
62.7K
$2.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
103+ 0.98% |
$3.56K - $3.84K
|
10.6K
$405K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
7+ 0.05% |
$242 - $261
|
15K
$574K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.92K- 44.46% |
$170K - $183K
|
6.14K
$235K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.41K+ 9.9% |
$83.2K - $89.8K
|
26.8K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.78K+ 53.61% |
$96K - $104K
|
7.96K
$304K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.79K+ 9.21% |
$304K - $328K
|
104K
$3.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
909+ 1.05% |
$31.4K - $33.9K
|
87.7K
$3.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.45K- 17.5% |
$119K - $129K
|
16.3K
$622K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
128+ 0.61% |
$4.42K - $4.77K
|
21.2K
$810K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.5K+ 6.83% |
$570K - $615K
|
258K
$9.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-87.3K- 20.15% |
$3.01M - $3.25M
|
346K
$13.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21.9K+ 11.88% |
$756K - $816K
|
206K
$7.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.78KNew |
$200K - $215K
|
5.78K
$221K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
85.7KNew |
$2.96M - $3.2M
|
85.7K
$3.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.3K- 7.15% |
$79.5K - $85.8K
|
29.9K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.75K+ 9.79% |
$130K - $140K
|
42.1K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-223- 20.38% |
$7.7K - $8.31K
|
871
$33.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.54K+ 46.32% |
$226K - $244K
|
20.7K
$790K
|
|