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 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
518+ 7.64% |
$13.4K - $14.8K
|
7.3K
$214K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
396+ 2.89% |
$10.2K - $11.3K
|
14.1K
$412K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
233+ 2.73% |
$6.03K - $6.65K
|
8.77K
$257K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
203+ 2.16% |
$5.25K - $5.79K
|
9.59K
$280K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
165New |
$4.27K - $4.71K
|
165
$4.83K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
125+ 0.39% |
$3.23K - $3.57K
|
32K
$938K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
72+ 0.76% |
$1.86K - $2.05K
|
9.55K
$279K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1New |
$25.9 - $28.5
|
1
$29.3
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.87MNew |
$103M - $114M
|
3.87M
$113M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
79.8KNew |
$2.12M - $2.35M
|
79.8K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
43.7KNew |
$1.16M - $1.29M
|
43.7K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
21.9K+ 24.23% |
$581K - $645K
|
112K
$3.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
14.6KNew |
$387K - $431K
|
14.6K
$427K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.2KNew |
$378K - $420K
|
14.2K
$417K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.25KNew |
$245K - $273K
|
9.25K
$271K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.86K+ 2.37% |
$129K - $143K
|
210K
$6.14M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.5K+ 25.0% |
$66.4K - $73.8K
|
12.5K
$366K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.56K+ 16.69% |
$41.3K - $45.9K
|
10.9K
$318K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
888New |
$23.6K - $26.2K
|
888
$26K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
855New |
$22.7K - $25.2K
|
855
$25K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600New |
$15.9K - $17.7K
|
600
$17.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
500New |
$13.3K - $14.8K
|
500
$14.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
500New |
$13.3K - $14.8K
|
500
$14.6K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
468+ 314.09% |
$12.4K - $13.8K
|
617
$18.1K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
235New |
$6.24K - $6.93K
|
235
$6.88K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
127+ 0.91% |
$3.37K - $3.75K
|
14.1K
$413K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
75+ 1.0% |
$1.99K - $2.21K
|
7.6K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
32+ 0.33% |
$849 - $944
|
9.71K
$284K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
10+ 0.16% |
$265 - $295
|
6.38K
$187K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
135KNew |
$3M - $3.71M
|
135K
$3.94M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
99.7K+ 806.14% |
$2.22M - $2.75M
|
112K
$3.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
42.5KNew |
$945K - $1.17M
|
42.5K
$1.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 20.76% |
$417K - $517K
|
109K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.8KNew |
$307K - $380K
|
13.8K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.55KNew |
$213K - $263K
|
9.55K
$280K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.75KNew |
$195K - $241K
|
8.75K
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
7.06KNew |
$157K - $195K
|
7.06K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.93KNew |
$110K - $136K
|
4.93K
$144K
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.65K+ 24.05% |
$81.1K - $100K
|
18.8K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 409.79% |
$65.2K - $80.8K
|
3.65K
$107K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.5KNew |
$55.7K - $68.9K
|
2.5K
$73.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.86KNew |
$41.3K - $51.1K
|
1.86K
$54.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$32.8K - $40.6K
|
1.47K
$43.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.3KNew |
$29K - $35.9K
|
1.3K
$38.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.17K+ 8.15% |
$26K - $32.1K
|
15.5K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
252New |
$5.61K - $6.95K
|
252
$7.37K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$5.57K - $6.89K
|
250
$7.32K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
190New |
$4.23K - $5.24K
|
190
$5.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
52+ 39.1% |
$1.16K - $1.43K
|
185
$5.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16+ 1.49% |
$356 - $441
|
1.09K
$32K
|
|