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, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
40.2K+ 41.6% |
$907K - $1.15M
|
137K
$4.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
17.4KNew |
$391K - $494K
|
17.4K
$508K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
11.8KNew |
$266K - $336K
|
11.8K
$345K
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
9.08KNew |
$204K - $258K
|
9.08K
$266K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.95K+ 18.08% |
$88.9K - $112K
|
25.8K
$754K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.28K+ 122.08% |
$74K - $93.5K
|
5.97K
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 32.54% |
$56.4K - $71.3K
|
10.2K
$298K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.36K+ 1179.5% |
$53.1K - $67.2K
|
2.56K
$74.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.4K+ 12.07% |
$31.5K - $39.9K
|
13K
$380K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
840+ 10.09% |
$18.9K - $23.9K
|
9.17K
$268K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
746New |
$16.8K - $21.2K
|
746
$21.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
483+ 0.54% |
$10.9K - $13.8K
|
89.4K
$2.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
292New |
$6.58K - $8.31K
|
292
$8.54K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
235New |
$5.29K - $6.69K
|
235
$6.88K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$4.51K - $5.69K
|
200
$5.85K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
115+ 0.38% |
$2.59K - $3.27K
|
30.5K
$893K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
85New |
$1.92K - $2.42K
|
85
$2.49K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21New |
$473 - $598
|
21
$614
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 3.57% |
$22.5 - $28.5
|
29
$849
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
232K+ 438.55% |
$6.24M - $7.44M
|
285K
$8.35M
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
219KNew |
$5.87M - $7M
|
219K
$6.4M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
51.4KNew |
$1.38M - $1.64M
|
51.4K
$1.5M
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
19.2KNew |
$516K - $615K
|
19.2K
$563K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
15.3KNew |
$411K - $490K
|
15.3K
$448K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14.6KNew |
$392K - $468K
|
14.6K
$427K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.92KNew |
$213K - $253K
|
7.92K
$232K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
6.1K+ 9.59% |
$164K - $195K
|
69.7K
$2.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.23K+ 66.46% |
$114K - $135K
|
10.6K
$310K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
4.03K+ 32.7% |
$108K - $129K
|
16.4K
$479K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.99KNew |
$80.3K - $95.7K
|
2.99K
$87.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.64K+ 7.12% |
$44K - $52.5K
|
24.7K
$722K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1.49KNew |
$40K - $47.6K
|
1.49K
$43.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
884+ 10.5% |
$23.7K - $28.3K
|
9.31K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
688+ 104.56% |
$18.5K - $22K
|
1.35K
$39.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
677New |
$18.2K - $21.7K
|
677
$19.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
428+ 2.12% |
$11.5K - $13.7K
|
20.7K
$604K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
280+ 280.0% |
$7.52K - $8.96K
|
380
$11.1K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
264+ 0.86% |
$7.09K - $8.45K
|
30.9K
$905K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
85New |
$2.28K - $2.72K
|
85
$2.49K
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
70New |
$1.88K - $2.24K
|
70
$2.05K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
23+ 1.16% |
$617 - $736
|
2.01K
$58.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15+ 0.16% |
$403 - $480
|
9.13K
$267K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 1.02% |
$376 - $448
|
1.39K
$40.6K
|
|
| Q1 2022 | |||||||
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
BUY
|
- |
11.5KNew |
$345K - $383K
|
11.5K
$336K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
6.61KNew |
$198K - $220K
|
6.61K
$193K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
106New |
$3.18K - $3.53K
|
106
$3.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.05% |
$30 - $33.3
|
2K
$58.5K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
100K+ 25.0% |
$2.98M - $3.17M
|
500K
$14.6M
|
|