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 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.87K+ 9.68% |
$64.7K - $69.9K
|
21.2K
$812K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.74K+ 3.76% |
$59.9K - $64.7K
|
47.9K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.71K+ 15.99% |
$59.1K - $63.8K
|
12.4K
$474K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.61K+ 7.16% |
$55.6K - $60K
|
24.1K
$920K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.54K+ 3.03% |
$53.1K - $57.3K
|
52.3K
$2M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1.48KNew |
$50.9K - $55K
|
1.48K
$56.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.44KNew |
$49.8K - $53.8K
|
1.44K
$55.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 4.32% |
$49.8K - $53.8K
|
34.9K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.43K+ 14.87% |
$49.4K - $53.3K
|
11.1K
$422K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.27K+ 15.55% |
$44K - $47.5K
|
9.47K
$362K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.26K+ 9.18% |
$43.6K - $47K
|
15K
$573K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.23K+ 97.77% |
$42.3K - $45.7K
|
2.48K
$94.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
1.2K+ 12.37% |
$41.4K - $44.7K
|
10.9K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.17K+ 11.44% |
$40.3K - $43.5K
|
11.4K
$435K
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.15K+ 2.44% |
$39.7K - $42.9K
|
48.2K
$1.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.14K+ 11.02% |
$39.3K - $42.4K
|
11.5K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.14KNew |
$39.2K - $42.4K
|
1.14K
$43.4K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.08K+ 17.09% |
$37.1K - $40.1K
|
7.37K
$281K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.05K+ 3.61% |
$36.3K - $39.2K
|
30.2K
$1.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$34.9K - $37.7K
|
1.01K
$38.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
988New |
$34.1K - $36.8K
|
988
$37.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
985+ 3.25% |
$34K - $36.7K
|
31.3K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
964+ 8.25% |
$33.3K - $35.9K
|
12.6K
$483K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
950+ 2.45% |
$32.8K - $35.4K
|
39.7K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
909+ 1.05% |
$31.4K - $33.9K
|
87.7K
$3.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
846+ 9.73% |
$29.2K - $31.5K
|
9.54K
$365K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
793+ 1.74% |
$27.4K - $29.6K
|
46.3K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
769+ 3.21% |
$26.6K - $28.7K
|
24.7K
$944K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
736+ 16.03% |
$25.4K - $27.4K
|
5.33K
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
648+ 1.5% |
$22.4K - $24.2K
|
43.8K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
636New |
$22K - $23.7K
|
636
$24.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
631+ 0.2% |
$21.8K - $23.5K
|
315K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
600+ 1.94% |
$20.7K - $22.4K
|
31.5K
$1.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
586+ 1.49% |
$20.2K - $21.8K
|
40K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
557+ 7.86% |
$19.2K - $20.8K
|
7.65K
$292K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
544+ 33.25% |
$18.8K - $20.3K
|
2.18K
$83.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
537+ 1.06% |
$18.5K - $20K
|
51.4K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
524+ 4.3% |
$18.1K - $19.5K
|
12.7K
$485K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
523+ 0.78% |
$18.1K - $19.5K
|
67.7K
$2.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
522+ 1.55% |
$18K - $19.5K
|
34.1K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
504+ 7.96% |
$17.4K - $18.8K
|
6.83K
$261K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
501+ 2.92% |
$17.3K - $18.7K
|
17.6K
$675K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
501New |
$17.3K - $18.7K
|
501
$19.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
489+ 3.05% |
$16.9K - $18.2K
|
16.5K
$631K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
489+ 2.42% |
$16.9K - $18.2K
|
20.7K
$792K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
438+ 0.74% |
$15.1K - $16.3K
|
59.5K
$2.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
430+ 1.82% |
$14.9K - $16K
|
24K
$919K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
426+ 1.68% |
$14.7K - $15.9K
|
25.7K
$983K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
417+ 3.5% |
$14.4K - $15.5K
|
12.3K
$472K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
407+ 4.29% |
$14.1K - $15.2K
|
9.9K
$378K
|
|