Latest Institutional Sells of Ishares Tr (IDV)
This list provides information on the latest institutional transactions involving Ishares Tr (IDV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-30- 0.15% |
$1.04K - $1.12K
|
19.7K
$754K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-26- 1.39% |
$898 - $969
|
1.84K
$70.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-23- 0.3% |
$794 - $857
|
7.54K
$288K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-19- 0.17% |
$656 - $708
|
11K
$422K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-12- 0.02% |
$414 - $447
|
61.9K
$2.37M
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.5K- 25.95% |
$375K - $470K
|
38.5K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.5K- 9.1% |
$320K - $402K
|
115K
$4.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.36K- 63.0% |
$232K - $291K
|
4.91K
$188K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.48K- 8.49% |
$180K - $226K
|
69.8K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-6.2K- 20.8% |
$172K - $216K
|
23.6K
$902K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.93K- 34.31% |
$109K - $137K
|
7.52K
$287K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.1K- 8.53% |
$58.4K - $73.2K
|
22.5K
$860K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.01K- 13.67% |
$55.8K - $70K
|
12.7K
$485K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.73K- 15.32% |
$47.9K - $60.1K
|
9.54K
$364K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.24K- 12.02% |
$34.5K - $43.2K
|
9.08K
$347K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-712- 10.58% |
$19.8K - $24.8K
|
6.02K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-394- 43.11% |
$10.9K - $13.7K
|
520
$19.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-312- 87.39% |
$8.67K - $10.9K
|
45
$1.72K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-157- 6.63% |
$4.36K - $5.47K
|
2.21K
$84.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-77- 81.91% |
$2.14K - $2.68K
|
17
$650
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-75- 0.83% |
$2.08K - $2.61K
|
8.99K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-43- 0.31% |
$1.19K - $1.5K
|
13.7K
$525K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-29- 72.5% |
$806 - $1.01K
|
11
$420
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-20- 0.35% |
$556 - $697
|
5.68K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2- 0.02% |
$55.6 - $69.7
|
12.1K
$462K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1- 0.01% |
$27.8 - $34.8
|
13.7K
$522K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-121K- 12.62% |
$3.27M - $3.84M
|
839K
$32.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-77.4K- 29.43% |
$2.09M - $2.45M
|
186K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-65.9K- 79.4% |
$1.78M - $2.09M
|
17.1K
$654K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-9.76K- 12.55% |
$264K - $309K
|
68K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.73K- 19.31% |
$101K - $118K
|
15.6K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.9K- 21.44% |
$78.3K - $91.9K
|
10.6K
$406K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.56K- 17.91% |
$42.2K - $49.5K
|
7.16K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-700- 6.61% |
$18.9K - $22.2K
|
9.9K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700- 60.87% |
$18.9K - $22.2K
|
450
$17.2K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-506- 6.49% |
$13.7K - $16K
|
7.29K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 9.09% |
$1.35K - $1.59K
|
500
$19.1K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-20.2K- 69.51% |
$547K - $605K
|
8.87K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-20.1K- 47.63% |
$544K - $603K
|
22.2K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-13.5K- 41.71% |
$364K - $403K
|
18.8K
$719K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.05K- 7.17% |
$191K - $211K
|
91.3K
$3.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.05K- 16.13% |
$190K - $211K
|
36.6K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.8K- 18.03% |
$103K - $114K
|
17.3K
$660K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.6K- 32.55% |
$97.3K - $108K
|
7.46K
$285K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.05K- 41.57% |
$55.4K - $61.3K
|
2.88K
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 13.66% |
$37K - $40.9K
|
8.64K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-511- 3.47% |
$13.8K - $15.3K
|
14.2K
$543K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-462- 11.53% |
$12.5K - $13.8K
|
3.55K
$136K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-410- 17.01% |
$11.1K - $12.3K
|
2K
$76.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-121- 0.97% |
$3.27K - $3.62K
|
12.4K
$472K
|
|