Latest Institutional Purchases of Ishares Tr (IDV)
This list provides information on the latest institutional transactions involving Ishares Tr (IDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
99.5KNew |
$3.57M - $3.84M
|
99.5K
$3.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
59.2K+ 5809.42% |
$2.13M - $2.28M
|
60.2K
$2.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
40.2KNew |
$1.44M - $1.55M
|
40.2K
$1.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
29.4K+ 472.3% |
$1.06M - $1.13M
|
35.6K
$1.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
23K+ 11.18% |
$827K - $888K
|
229K
$8.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
19.6KNew |
$702K - $754K
|
19.6K
$747K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
15.9K+ 12.69% |
$572K - $614K
|
141K
$5.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.7K+ 5.45% |
$529K - $568K
|
285K
$10.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.5K+ 3.54% |
$520K - $558K
|
423K
$16.2M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
11.5K+ 185.79% |
$414K - $444K
|
17.7K
$677K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.5K+ 6.44% |
$379K - $407K
|
174K
$6.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.45KNew |
$267K - $287K
|
7.45K
$285K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7.3KNew |
$262K - $281K
|
7.3K
$279K
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
6.62K+ 7.73% |
$238K - $255K
|
92.3K
$3.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
6.48K+ 3.48% |
$233K - $250K
|
193K
$7.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6.38K+ 64.41% |
$229K - $246K
|
16.3K
$622K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
6.23K+ 55.53% |
$224K - $240K
|
17.5K
$667K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.99KNew |
$215K - $231K
|
5.99K
$229K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.36KNew |
$193K - $207K
|
5.36K
$205K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.25KNew |
$189K - $202K
|
5.25K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.17KNew |
$186K - $199K
|
5.17K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.51K+ 2.23% |
$162K - $174K
|
206K
$7.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.67K+ 15.97% |
$95.8K - $103K
|
19.4K
$740K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.59K+ 0.8% |
$93K - $99.9K
|
326K
$12.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.58K+ 9.66% |
$92.5K - $99.3K
|
29.2K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.19K+ 8.2% |
$78.8K - $84.6K
|
28.9K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.12K+ 33.22% |
$76.3K - $81.9K
|
8.52K
$326K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.84K+ 18.76% |
$66.1K - $71K
|
11.7K
$446K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.73K+ 11.67% |
$62K - $66.6K
|
16.5K
$631K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.33K+ 1.51% |
$47.7K - $51.2K
|
89K
$3.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 3.3% |
$47.4K - $50.9K
|
41.3K
$1.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
851+ 62.21% |
$30.6K - $32.8K
|
2.22K
$84.8K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
823+ 8.63% |
$29.6K - $31.7K
|
10.4K
$396K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
664+ 4.08% |
$23.8K - $25.6K
|
16.9K
$647K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
506+ 2.1% |
$18.2K - $19.5K
|
24.6K
$940K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
425+ 1.78% |
$15.3K - $16.4K
|
24.3K
$928K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
322+ 58.97% |
$11.6K - $12.4K
|
868
$33.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
290+ 4.75% |
$10.4K - $11.2K
|
6.4K
$244K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
154+ 2.41% |
$5.53K - $5.94K
|
6.54K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
151+ 1.43% |
$5.42K - $5.82K
|
10.7K
$410K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
137+ 0.53% |
$4.92K - $5.28K
|
25.9K
$991K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
96+ 1.52% |
$3.45K - $3.7K
|
6.43K
$246K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
70+ 0.81% |
$2.51K - $2.7K
|
8.68K
$332K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.05% |
$754 - $810
|
41.8K
$1.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
12+ 0.08% |
$431 - $463
|
15K
$575K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
10+ 0.16% |
$359 - $386
|
6.39K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.37% |
$215 - $231
|
443
$16.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.05% |
$108 - $116
|
5.78K
$221K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
739K+ 137.09% |
$25.5M - $27.5M
|
1.28M
$48.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
663KNew |
$22.9M - $24.7M
|
663K
$25.3M
|
|