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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
547New |
$15.2K - $19.1K
|
547
$20.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
300+ 44.12% |
$8.34K - $10.5K
|
980
$37.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
254+ 1.89% |
$7.06K - $8.85K
|
13.7K
$523K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
215+ 106.97% |
$5.97K - $7.49K
|
416
$15.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
154New |
$4.28K - $5.37K
|
154
$5.89K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
108+ 1.6% |
$3K - $3.76K
|
6.85K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
100New |
$2.78K - $3.48K
|
100
$3.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
69+ 2.59% |
$1.92K - $2.4K
|
2.73K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
63New |
$1.75K - $2.19K
|
63
$2.41K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
50New |
$1.39K - $1.74K
|
50
$1.91K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
44New |
$1.22K - $1.53K
|
44
$1.68K
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
28New |
$778 - $976
|
28
$1.07K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 33.33% |
$695 - $871
|
100
$3.82K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9+ 2.26% |
$250 - $314
|
407
$15.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7New |
$195 - $244
|
7
$268
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 2.07% |
$167 - $209
|
296
$11.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
55.3KNew |
$1.49M - $1.75M
|
55.3K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
13.5K+ 57.45% |
$365K - $428K
|
37K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$271K - $319K
|
10.1K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
7.8K+ 378.64% |
$211K - $247K
|
9.86K
$377K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.28KNew |
$196K - $231K
|
7.28K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.2KNew |
$194K - $228K
|
7.2K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.02KNew |
$189K - $222K
|
7.02K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.11KNew |
$111K - $130K
|
4.11K
$157K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.58K+ 8.91% |
$96.5K - $113K
|
43.7K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.55K+ 32.05% |
$68.8K - $80.8K
|
10.5K
$401K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.28KNew |
$61.5K - $72.1K
|
2.28K
$87K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.57KNew |
$42.3K - $49.6K
|
1.57K
$59.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
730New |
$19.7K - $23.1K
|
730
$27.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
375+ 2.19% |
$10.1K - $11.9K
|
17.5K
$669K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
327+ 3.95% |
$8.83K - $10.4K
|
8.6K
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$5.13K - $6.02K
|
190
$7.26K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
141New |
$3.81K - $4.47K
|
141
$5.39K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
421KNew |
$11.4M - $12.6M
|
421K
$16.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
41.8KNew |
$1.13M - $1.25M
|
41.8K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22KNew |
$593K - $657K
|
22K
$839K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
19.4KNew |
$523K - $579K
|
19.4K
$740K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
17.5KNew |
$473K - $523K
|
17.5K
$669K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.78KNew |
$210K - $233K
|
7.78K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.65KNew |
$207K - $229K
|
7.65K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.23KNew |
$195K - $216K
|
7.23K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
5.48K+ 2.09% |
$148K - $164K
|
267K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.46KNew |
$121K - $133K
|
4.46K
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.17K+ 3.92% |
$113K - $125K
|
110K
$4.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.17K+ 3.92% |
$113K - $125K
|
110K
$4.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.7K+ 925.0% |
$100K - $111K
|
4.1K
$157K
|
|