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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
11.9K+ 104.58% |
$412K - $445K
|
23.3K
$892K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7K+ 41.15% |
$403K - $435K
|
40.1K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.1K+ 67.11% |
$385K - $415K
|
27.7K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11KNew |
$381K - $411K
|
11K
$421K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
10.9K+ 35.29% |
$378K - $408K
|
41.9K
$1.6M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.8K+ 171.78% |
$374K - $403K
|
17.1K
$654K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.7K+ 68.01% |
$369K - $398K
|
26.4K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.4KNew |
$360K - $389K
|
10.4K
$399K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
9.82K+ 96.98% |
$339K - $366K
|
19.9K
$762K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.77K+ 3.99% |
$337K - $364K
|
254K
$9.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.77KNew |
$337K - $364K
|
9.77K
$373K
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
9.17K+ 2.85% |
$317K - $342K
|
330K
$12.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.87K+ 11.05% |
$307K - $331K
|
89.2K
$3.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.79K+ 9.21% |
$304K - $328K
|
104K
$3.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
8.54K+ 3.23% |
$295K - $318K
|
272K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.54KNew |
$295K - $318K
|
8.54K
$326K
|
|
|
Nov 04, 2025
Q3 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.53K+ 8.79% |
$294K - $318K
|
106K
$4.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8.28K+ 49.82% |
$286K - $309K
|
24.9K
$951K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.59K+ 1.13% |
$262K - $283K
|
679K
$25.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.47K+ 3.03% |
$258K - $278K
|
254K
$9.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.46K+ 6.83% |
$258K - $278K
|
117K
$4.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.44KNew |
$257K - $277K
|
7.44K
$284K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.35K+ 17.72% |
$254K - $274K
|
48.8K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.32K+ 8.67% |
$253K - $273K
|
91.7K
$3.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.19K+ 19.38% |
$248K - $268K
|
44.3K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
7.18KNew |
$248K - $268K
|
7.18K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.09K+ 27.66% |
$245K - $264K
|
32.7K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.08K+ 8.94% |
$244K - $264K
|
86.2K
$3.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.91K+ 31.92% |
$239K - $258K
|
28.5K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.85KNew |
$236K - $255K
|
6.85K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
6.5K+ 40.18% |
$224K - $242K
|
22.7K
$867K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.42KNew |
$222K - $239K
|
6.42K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.28K+ 4.97% |
$217K - $234K
|
133K
$5.07M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.04KNew |
$208K - $225K
|
6.04K
$231K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.97KNew |
$206K - $223K
|
5.97K
$228K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.87KNew |
$203K - $219K
|
5.87K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.75KNew |
$199K - $215K
|
5.75K
$220K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
5.72KNew |
$198K - $213K
|
5.72K
$219K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
5.67K+ 641.74% |
$196K - $211K
|
6.56K
$251K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.65K+ 53.59% |
$195K - $211K
|
16.2K
$619K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5.49KNew |
$190K - $205K
|
5.49K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.99K+ 6.65% |
$172K - $186K
|
80K
$3.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.77K+ 5.16% |
$165K - $178K
|
97.2K
$3.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
4.7K+ 55.29% |
$162K - $175K
|
13.2K
$505K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.69K+ 216.11% |
$162K - $175K
|
6.87K
$262K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.23KNew |
$146K - $158K
|
4.23K
$162K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.15K+ 20.06% |
$143K - $155K
|
24.9K
$950K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.14K+ 34.12% |
$143K - $154K
|
16.3K
$622K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
4.01KNew |
$139K - $150K
|
4.01K
$153K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.85K+ 6.0% |
$133K - $143K
|
68K
$2.6M
|
|