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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
66.5KNew |
$1.98M - $2.11M
|
66.5K
$1.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.78KNew |
$142K - $152K
|
4.78K
$140K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.46KNew |
$43.3K - $46.1K
|
1.46K
$42.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
948+ 18.32% |
$28.2K - $30.1K
|
6.12K
$179K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
313New |
$9.32K - $9.93K
|
313
$9.16K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
81.6KNew |
$2.48M - $2.69M
|
81.6K
$2.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$1.52M - $1.65M
|
50K
$1.46M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
13.3KNew |
$404K - $438K
|
13.3K
$389K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
7.29KNew |
$222K - $240K
|
7.29K
$213K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.6KNew |
$170K - $185K
|
5.6K
$164K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
576+ 69.06% |
$17.5K - $19K
|
1.41K
$41.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 37.5% |
$4.56K - $4.94K
|
550
$16.1K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
75New |
$2.28K - $2.47K
|
75
$2.19K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
8KNew |
$253K - $272K
|
8K
$234K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
82.5KNew |
$2.44M - $2.65M
|
82.5K
$2.41M
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$14.8K - $16.1K
|
500
$14.6K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
204KNew |
$4.9M - $6.05M
|
204K
$5.96M
|
|
|
Feb 10, 2021
Q4 2020
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
64KNew |
$1.54M - $1.9M
|
64K
$1.87M
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
37.3KNew |
$899K - $1.11M
|
37.3K
$1.09M
|
|
|
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10KNew |
$241K - $297K
|
10K
$293K
|
|
|
Jan 15, 2021
Q4 2020
|
Arden Trust CO
|
BUY
|
- |
2.14K+ 25.06% |
$51.5K - $63.6K
|
10.7K
$312K
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
1.22KNew |
$29.4K - $36.2K
|
1.22K
$35.7K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
88New |
$2.12K - $2.62K
|
88
$2.57K
|
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
BUY
|
- |
61+ 2.66% |
$1.47K - $1.81K
|
2.36K
$69K
|
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
42New |
$1.01K - $1.25K
|
42
$1.23K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
2.06KNew |
$50.8K - $55.5K
|
2.06K
$60.3K
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
342New |
$8.44K - $9.22K
|
342
$10K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
601+ 11.1% |
$12.7K - $16.8K
|
6.01K
$176K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
300New |
$6.36K - $8.39K
|
300
$8.78K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
22New |
$467 - $615
|
22
$644
|
|
| Q1 2020 | |||||||
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.56K+ 301.74% |
$30.6K - $53.2K
|
2.08K
$60.9K
|
|
| Q4 2019 | |||||||
|
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.6K+ 87.42% |
$197K - $222K
|
14.2K
$414K
|
|
|
Jan 30, 2020
Q4 2019
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$74.5K - $84K
|
2.5K
$73.2K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
603New |
$18K - $20.3K
|
603
$17.6K
|
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
338New |
$10.1K - $11.4K
|
338
$9.89K
|
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
275New |
$8.19K - $9.24K
|
275
$8.05K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.12K+ 12.55% |
$64.3K - $66.1K
|
19K
$555K
|
|
| Q4 2018 | |||||||
|
Feb 04, 2019
Q4 2018
|
Securian Asset Management, Inc
|
BUY
|
- |
250K+ 100.0% |
N/A
|
500K
$14.6M
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
18.4KNew |
N/A
|
18.4K
$539K
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
28+ 66.67% |
N/A
|
70
$2.05K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
896KNew |
N/A
|
896K
$26.2M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$563K
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
267KNew |
N/A
|
267K
$7.8M
|
|
|
Jul 10, 2018
Q2 2018
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.61KNew |
N/A
|
6.61K
$193K
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
270New |
N/A
|
270
$7.9K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$29.3
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
898KNew |
N/A
|
898K
$26.3M
|
|
|
Aug 17, 2017
Q2 2017
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
48.7KNew |
N/A
|
48.7K
$1.42M
|
|