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 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-153- 0.93% |
$5.28K - $5.7K
|
16.2K
$620K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-288- 0.5% |
$9.95K - $10.7K
|
57.1K
$2.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
14.6K+ 13.16% |
$504K - $544K
|
125K
$4.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
988New |
$34.1K - $36.8K
|
988
$37.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 0.07% |
$345 - $373
|
13.5K
$515K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-115- 0.31% |
$3.97K - $4.29K
|
36.6K
$1.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.06K+ 4.46% |
$71.2K - $76.8K
|
48.2K
$1.84M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-531- 11.61% |
$18.3K - $19.8K
|
4.04K
$154K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
320+ 2.13% |
$11.1K - $11.9K
|
15.4K
$587K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.02K+ 11.92% |
$69.9K - $75.4K
|
19K
$726K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
44.8K+ 12.32% |
$1.55M - $1.67M
|
408K
$15.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.8K- 4.35% |
$62.2K - $67.1K
|
39.6K
$1.51M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.04% |
$242 - $261
|
16.7K
$638K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
38.1K+ 53.07% |
$1.32M - $1.42M
|
110K
$4.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.59K- 9.13% |
$54.7K - $59.1K
|
15.8K
$603K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
586+ 1.49% |
$20.2K - $21.8K
|
40K
$1.53M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-110- 0.35% |
$3.8K - $4.1K
|
31.5K
$1.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.97K+ 5.12% |
$275K - $297K
|
164K
$6.25M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
6.2KNew |
$214K - $231K
|
6.2K
$237K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
501New |
$17.3K - $18.7K
|
501
$19.1K
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
39.7KNew |
$1.37M - $1.48M
|
39.7K
$1.52M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
392K+ 31.78% |
$10.9M - $13.7M
|
1.63M
$62.1M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.28KNew |
$91.2K - $114K
|
3.28K
$125K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-712- 10.58% |
$19.8K - $24.8K
|
6.02K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49K+ 654.53% |
$1.36M - $1.71M
|
56.5K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
63New |
$1.75K - $2.19K
|
63
$2.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
28New |
$778 - $976
|
28
$1.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.22K+ 32.87% |
$228K - $286K
|
33.2K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7New |
$195 - $244
|
7
$268
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
388KNew |
$10.8M - $13.5M
|
388K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
749KNew |
$20.8M - $26.1M
|
749K
$28.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
976+ 14.89% |
$27.1K - $34K
|
7.53K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
69+ 2.59% |
$1.92K - $2.4K
|
2.73K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-6.2K- 20.8% |
$172K - $216K
|
23.6K
$902K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.48K- 8.49% |
$180K - $226K
|
69.8K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
6.3KNew |
$175K - $219K
|
6.3K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2- 0.02% |
$55.6 - $69.7
|
12.1K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-43- 0.31% |
$1.19K - $1.5K
|
13.7K
$525K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.8KNew |
$189K - $237K
|
6.8K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.5K+ 33.15% |
$292K - $366K
|
42.2K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.01K- 13.67% |
$55.8K - $70K
|
12.7K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-29- 72.5% |
$806 - $1.01K
|
11
$420
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$41.7K - $52.3K
|
1.5K
$57.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
100New |
$2.78K - $3.48K
|
100
$3.82K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.69K+ 39.56% |
$102K - $128K
|
13K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
26KNew |
$722K - $905K
|
26K
$993K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 33.33% |
$695 - $871
|
100
$3.82K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.86KNew |
$135K - $169K
|
4.86K
$186K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.9KNew |
$52.8K - $66.2K
|
1.9K
$72.6K
|
|