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 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.74K+ 5.98% |
$128K - $142K
|
83.9K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.46KNew |
$121K - $133K
|
4.46K
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.42K+ 961.87% |
$119K - $132K
|
4.87K
$143K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.3K+ 11.83% |
$116K - $129K
|
40.6K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.17K+ 3.92% |
$113K - $125K
|
110K
$3.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.17K+ 3.92% |
$113K - $125K
|
110K
$3.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.95KNew |
$107K - $118K
|
3.95K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.91K+ 8.4% |
$106K - $117K
|
50.5K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.7K+ 925.0% |
$100K - $111K
|
4.1K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.51K+ 6.51% |
$95K - $105K
|
57.5K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
3.5KNew |
$94.6K - $105K
|
3.5K
$102K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.05K+ 28.15% |
$82.4K - $91.2K
|
13.9K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.71K+ 14.79% |
$73.1K - $81K
|
21K
$614K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.7K+ 20.14% |
$73K - $80.8K
|
16.1K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 5.8% |
$72.9K - $80.7K
|
49.2K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.6K+ 2.69% |
$70.3K - $77.8K
|
99.1K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.59K+ 7.96% |
$69.9K - $77.4K
|
35.1K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.57K+ 37.54% |
$69.4K - $76.9K
|
9.41K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.32K+ 8.19% |
$62.6K - $69.3K
|
30.6K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.27K+ 5.24% |
$61.2K - $67.8K
|
45.5K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
2.13K+ 2.34% |
$57.7K - $63.8K
|
93.2K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.06K+ 18.15% |
$55.8K - $61.8K
|
13.4K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2K+ 5.89% |
$53.9K - $59.7K
|
35.8K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.95K+ 22.79% |
$52.7K - $58.3K
|
10.5K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.9K+ 1.27% |
$51.2K - $56.7K
|
151K
$4.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.71K+ 6.67% |
$46.1K - $51K
|
27.3K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.7K+ 385.68% |
$45.9K - $50.8K
|
2.14K
$62.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.66KNew |
$44.7K - $49.5K
|
1.66K
$48.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 4.47% |
$43.2K - $47.8K
|
37.3K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.47K+ 1.66% |
$39.8K - $44.1K
|
90.3K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.37K+ 1.1% |
$37.1K - $41.1K
|
127K
$3.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 4.34% |
$36.5K - $40.4K
|
32.5K
$950K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.3K+ 2.41% |
$35K - $38.8K
|
55K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.23K+ 0.52% |
$33.2K - $36.7K
|
238K
$6.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.08K+ 8.27% |
$29.1K - $32.3K
|
14.1K
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.07K+ 177.67% |
$28.8K - $31.9K
|
1.67K
$48.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.06KNew |
$28.7K - $31.8K
|
1.06K
$31.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.05K+ 7.1% |
$28.4K - $31.4K
|
15.8K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
996+ 0.45% |
$26.9K - $29.8K
|
220K
$6.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
939+ 7.09% |
$25.4K - $28.1K
|
14.2K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
742New |
$20.1K - $22.2K
|
742
$21.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
663New |
$17.9K - $19.8K
|
663
$19.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
658+ 3.58% |
$17.8K - $19.7K
|
19K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
656+ 2.4% |
$17.7K - $19.6K
|
27.9K
$818K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
600+ 2.42% |
$16.2K - $18K
|
25.4K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
567+ 2.56% |
$15.3K - $17K
|
22.7K
$664K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
541+ 3.44% |
$14.6K - $16.2K
|
16.2K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
540+ 2.58% |
$14.6K - $16.2K
|
21.5K
$629K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
532+ 15.23% |
$14.4K - $15.9K
|
4.02K
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
517+ 2.35% |
$14K - $15.5K
|
22.5K
$658K
|