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 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
|
|
|
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
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 1.09% |
$380 - $410
|
1.02K
$38.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 0.07% |
$345 - $373
|
13.5K
$515K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
8+ 0.03% |
$276 - $298
|
23.9K
$912K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
7+ 1.02% |
$242 - $261
|
690
$26.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.75% |
$207 - $224
|
811
$31K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.1% |
$138 - $149
|
4.02K
$154K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.04% |
$138 - $149
|
9.34K
$357K
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.0% |
$69.1 - $74.6
|
44.6K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.03% |
$69.1 - $74.6
|
6.22K
$238K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.92% |
$34.5 - $37.3
|
110
$4.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$34.5 - $37.3
|
1.82K
$69.4K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
749KNew |
$20.8M - $26.1M
|
749K
$28.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
392K+ 31.78% |
$10.9M - $13.7M
|
1.63M
$62.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
388KNew |
$10.8M - $13.5M
|
388K
$14.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
371KNew |
$10.3M - $12.9M
|
371K
$14.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
100K+ 519.48% |
$2.78M - $3.48M
|
119K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49K+ 654.53% |
$1.36M - $1.71M
|
56.5K
$2.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.3KNew |
$1.2M - $1.51M
|
43.3K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
40.2KNew |
$1.12M - $1.4M
|
40.2K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
30.5KNew |
$848K - $1.06M
|
30.5K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$733K - $919K
|
26.4K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
26KNew |
$722K - $905K
|
26K
$993K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.6KNew |
$656K - $822K
|
23.6K
$902K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.5K+ 33.15% |
$292K - $366K
|
42.2K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.34KNew |
$232K - $290K
|
8.34K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.22K+ 32.87% |
$228K - $286K
|
33.2K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
7.87KNew |
$219K - $274K
|
7.87K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.8KNew |
$189K - $237K
|
6.8K
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.51KNew |
$181K - $227K
|
6.51K
$249K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
6.4KNew |
$178K - $223K
|
6.4K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
6.3KNew |
$175K - $219K
|
6.3K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
6.29KNew |
$175K - $219K
|
6.29K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.82KNew |
$162K - $203K
|
5.82K
$222K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.68K+ 63.4% |
$158K - $198K
|
14.6K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.86KNew |
$135K - $169K
|
4.86K
$186K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.18K+ 13.08% |
$116K - $146K
|
36.1K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.69K+ 39.56% |
$102K - $128K
|
13K
$497K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.28KNew |
$91.2K - $114K
|
3.28K
$125K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.4K+ 27.12% |
$66.7K - $83.6K
|
11.3K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.9KNew |
$52.8K - $66.2K
|
1.9K
$72.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$41.7K - $52.3K
|
1.5K
$57.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
976+ 14.89% |
$27.1K - $34K
|
7.53K
$288K
|
|