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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
36.3KNew |
$981K - $1.15M
|
36.3K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
25.8K+ 12.58% |
$698K - $819K
|
231K
$7.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.3K+ 8.86% |
$549K - $645K
|
250K
$7.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
18.8KNew |
$507K - $595K
|
18.8K
$584K
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
16.7KNew |
$452K - $530K
|
16.7K
$520K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
15.3K+ 56.02% |
$412K - $484K
|
42.5K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 2.79% |
$345K - $405K
|
471K
$14.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
8.96KNew |
$242K - $284K
|
8.96K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.87K+ 4.24% |
$213K - $250K
|
193K
$6.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.28KNew |
$196K - $231K
|
7.28K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.02KNew |
$189K - $222K
|
7.02K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.53K+ 6.45% |
$149K - $175K
|
91.2K
$2.84M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.11KNew |
$111K - $130K
|
4.11K
$128K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.61K+ 13.25% |
$97.4K - $114K
|
30.8K
$959K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.2K+ 2.53% |
$86.5K - $102K
|
130K
$4.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.18K+ 6.84% |
$85.8K - $101K
|
49.7K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.1K+ 9.33% |
$56.7K - $66.6K
|
24.6K
$766K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.9K+ 27.88% |
$51.2K - $60.2K
|
8.71K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.2K+ 1.04% |
$32.3K - $37.9K
|
116K
$3.62M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
873+ 2.84% |
$23.6K - $27.7K
|
31.6K
$984K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
730New |
$19.7K - $23.1K
|
730
$22.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
537+ 1.92% |
$14.5K - $17K
|
28.5K
$886K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
486+ 1.3% |
$13.1K - $15.4K
|
37.8K
$1.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
416+ 1.15% |
$11.2K - $13.2K
|
36.7K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$5.13K - $6.02K
|
190
$5.91K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
122+ 1.2% |
$3.29K - $3.87K
|
10.3K
$319K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
104+ 0.78% |
$2.81K - $3.3K
|
13.5K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
74+ 0.29% |
$2K - $2.35K
|
25.7K
$799K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
58+ 0.57% |
$1.57K - $1.84K
|
10.3K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.3% |
$972 - $1.14K
|
11.9K
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.56% |
$162 - $190
|
1.07K
$33.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.61% |
$162 - $190
|
985
$30.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.76% |
$81 - $95.1
|
398
$12.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.48% |
$54 - $63.4
|
422
$13.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.21MNew |
$32.8M - $36.3M
|
1.21M
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
421KNew |
$11.4M - $12.6M
|
421K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
387K+ 17.69% |
$10.5M - $11.6M
|
2.57M
$80M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
373K+ 265.13% |
$10.1M - $11.2M
|
513K
$16M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
173KNew |
$4.67M - $5.17M
|
173K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
161K+ 6.77% |
$4.35M - $4.82M
|
2.54M
$79M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
158KNew |
$4.28M - $4.74M
|
158K
$4.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
143KNew |
$3.86M - $4.28M
|
143K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
89.1KNew |
$2.41M - $2.67M
|
89.1K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
88.9K+ 2.36% |
$2.4M - $2.66M
|
3.85M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
87.1KNew |
$2.35M - $2.61M
|
87.1K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
84.3KNew |
$2.28M - $2.52M
|
84.3K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
82.1KNew |
$2.22M - $2.46M
|
82.1K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80.7K+ 8.88% |
$2.18M - $2.42M
|
990K
$30.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.4K+ 12.23% |
$1.8M - $1.99M
|
609K
$19M
|
|