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
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
407+ 4.29% |
$14.1K - $15.2K
|
9.9K
$378K
|
|
|
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 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
66+ 1.05% |
$2.28K - $2.46K
|
6.33K
$242K
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
47+ 0.55% |
$1.62K - $1.75K
|
8.61K
$329K
|
|
|
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 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
31+ 0.41% |
$1.07K - $1.16K
|
7.52K
$287K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
30+ 0.28% |
$1.04K - $1.12K
|
10.9K
$416K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
28+ 0.33% |
$967 - $1.04K
|
8.42K
$322K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
24+ 0.39% |
$829 - $895
|
6.25K
$239K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
22+ 1.06% |
$760 - $820
|
2.1K
$80.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 0.6% |
$622 - $671
|
3.03K
$116K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.27% |
$587 - $634
|
6.39K
$244K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.09% |
$484 - $522
|
15.1K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13+ 0.26% |
$449 - $485
|
5.05K
$193K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.06% |
$449 - $485
|
22.2K
$849K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 0.96% |
$449 - $485
|
1.37K
$52.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12+ 0.06% |
$414 - $447
|
20.8K
$793K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.54% |
$380 - $410
|
2.07K
$78.9K
|
|