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 |
|---|---|---|---|---|---|---|---|
|
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 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 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
400New |
$13.8K - $14.9K
|
400
$15.3K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
376+ 7.38% |
$13K - $14K
|
5.47K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
358+ 477.33% |
$12.4K - $13.3K
|
433
$16.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
329+ 0.13% |
$11.4K - $12.3K
|
256K
$9.8M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
320+ 2.13% |
$11.1K - $11.9K
|
15.4K
$587K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
292+ 2.02% |
$10.1K - $10.9K
|
14.8K
$565K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
266+ 0.48% |
$9.19K - $9.92K
|
56.1K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
253+ 1.25% |
$8.74K - $9.43K
|
20.5K
$784K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
237New |
$8.19K - $8.84K
|
237
$9.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
211+ 1.1% |
$7.29K - $7.87K
|
19.3K
$738K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
211+ 2.46% |
$7.29K - $7.87K
|
8.81K
$337K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
193+ 0.77% |
$6.67K - $7.2K
|
25.2K
$963K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
173New |
$5.98K - $6.45K
|
173
$6.61K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
169+ 0.17% |
$5.84K - $6.3K
|
99K
$3.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
146+ 0.15% |
$5.04K - $5.44K
|
96.8K
$3.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
146+ 36.5% |
$5.04K - $5.44K
|
546
$20.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
128+ 0.61% |
$4.42K - $4.77K
|
21.2K
$810K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
115+ 10.45% |
$3.97K - $4.29K
|
1.22K
$46.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
108+ 0.99% |
$3.73K - $4.03K
|
11.1K
$423K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
106+ 0.25% |
$3.66K - $3.95K
|
42.3K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
103+ 1.68% |
$3.56K - $3.84K
|
6.24K
$239K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
103+ 0.98% |
$3.56K - $3.84K
|
10.6K
$405K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
101+ 1.01% |
$3.49K - $3.77K
|
10.2K
$388K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100+ 66.67% |
$3.45K - $3.73K
|
250
$9.56K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
81+ 1.05% |
$2.8K - $3.02K
|
7.76K
$297K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
77+ 0.61% |
$2.66K - $2.87K
|
12.7K
$487K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
73+ 0.19% |
$2.52K - $2.72K
|
39.3K
$1.5M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
67+ 0.24% |
$2.31K - $2.5K
|
27.9K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
64+ 84.21% |
$2.21K - $2.39K
|
140
$5.35K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
55+ 0.25% |
$1.9K - $2.05K
|
22.4K
$856K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
54+ 0.86% |
$1.87K - $2.01K
|
6.31K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.27% |
$1.35K - $1.45K
|
14.5K
$554K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
38+ 0.62% |
$1.31K - $1.42K
|
6.2K
$237K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
31+ 0.08% |
$1.07K - $1.16K
|
39.8K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
28+ 0.33% |
$967 - $1.04K
|
8.42K
$322K
|
|