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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
56.6K+ 9.75% |
$1.38M - $1.59M
|
637K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.1KNew |
$492K - $566K
|
20.1K
$588K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
11.5KNew |
$280K - $322K
|
11.5K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.74KNew |
$214K - $246K
|
8.74K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
8.58KNew |
$210K - $241K
|
8.58K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.11KNew |
$125K - $144K
|
5.11K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.66KNew |
$89.5K - $103K
|
3.66K
$107K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.66KNew |
$65.1K - $74.9K
|
2.66K
$77.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.31KNew |
$32.1K - $36.9K
|
1.31K
$38.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
594New |
$14.5K - $16.7K
|
594
$17.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500New |
$12.2K - $14.1K
|
500
$14.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
297+ 3.24% |
$7.26K - $8.35K
|
9.48K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
141New |
$3.45K - $3.97K
|
141
$4.13K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$1.22K - $1.41K
|
50
$1.46K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 3.37% |
$563 - $647
|
706
$20.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1New |
$24.5 - $28.1
|
1
$29.3
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
398KNew |
$10.1M - $11M
|
398K
$11.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
36.6KNew |
$926K - $1.01M
|
36.6K
$1.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8KNew |
$274K - $299K
|
10.8K
$317K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
10.7KNew |
$270K - $294K
|
10.7K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.7KNew |
$245K - $268K
|
9.7K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$219K - $238K
|
8.64K
$253K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.89KNew |
$174K - $190K
|
6.89K
$202K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.95KNew |
$99.9K - $109K
|
3.95K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.88K+ 29.01% |
$72.9K - $79.5K
|
12.8K
$375K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.26K+ 226.07% |
$57.3K - $62.4K
|
3.26K
$95.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.9K+ 950.0% |
$48.1K - $52.4K
|
2.1K
$61.4K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.88KNew |
$47.7K - $52K
|
1.88K
$55.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
1.86K+ 7.42% |
$47.2K - $51.4K
|
27K
$789K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
414New |
$10.5K - $11.4K
|
414
$12.1K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
227New |
$5.74K - $6.26K
|
227
$6.64K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$4.81K - $5.24K
|
190
$5.56K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
180New |
$4.55K - $4.97K
|
180
$5.27K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
161New |
$4.07K - $4.44K
|
161
$4.71K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
39New |
$987 - $1.08K
|
39
$1.14K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 16.91% |
$582 - $635
|
159
$4.65K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.46MNew |
$37.7M - $41.6M
|
1.46M
$42.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
165KNew |
$4.25M - $4.69M
|
165K
$4.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
74KNew |
$1.91M - $2.11M
|
74K
$2.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
16.1KNew |
$415K - $458K
|
16.1K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
12.6KNew |
$325K - $359K
|
12.6K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.07KNew |
$157K - $173K
|
6.07K
$178K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.39KNew |
$114K - $125K
|
4.39K
$129K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4.05KNew |
$105K - $116K
|
4.05K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.35KNew |
$60.8K - $67.1K
|
2.35K
$68.8K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.5K+ 21.13% |
$38.8K - $42.8K
|
8.6K
$252K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.22K+ 3.65% |
$31.5K - $34.8K
|
34.6K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
895New |
$23.1K - $25.5K
|
895
$26.2K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
713+ 2.46% |
$18.4K - $20.3K
|
29.6K
$867K
|
|