Purchases and Sales Made in Q1 2023 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
618K+ 4751.21% |
$12.8M - $13.5M
|
631K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
461K+ 1783.53% |
$9.53M - $10M
|
486K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
401K+ 464.98% |
$8.29M - $8.73M
|
487K
$10.4M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
336KNew |
$6.95M - $7.32M
|
336K
$7.17M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
333K+ 159.21% |
$6.88M - $7.25M
|
542K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
308KNew |
$6.38M - $6.71M
|
308K
$6.58M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
283K+ 17.18% |
$5.85M - $6.16M
|
1.93M
$41.2M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
264K+ 1907.11% |
$5.45M - $5.74M
|
277K
$5.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
200K+ 22.17% |
$4.13M - $4.35M
|
1.1M
$23.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
176KNew |
$3.65M - $3.84M
|
176K
$3.77M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
157K+ 397.83% |
$3.24M - $3.41M
|
196K
$4.19M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
133K+ 12.59% |
$2.75M - $2.9M
|
1.19M
$25.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
113K+ 46.79% |
$2.33M - $2.45M
|
353K
$7.54M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
106KNew |
$2.19M - $2.31M
|
106K
$2.26M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
99.9K+ 150.22% |
$2.07M - $2.18M
|
166K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
83K+ 27.38% |
$1.72M - $1.81M
|
386K
$8.25M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
63.7K+ 22.89% |
$1.32M - $1.39M
|
342K
$7.31M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.6K+ 48.3% |
$1.13M - $1.19M
|
168K
$3.58M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
54.2KNew |
$1.12M - $1.18M
|
54.2K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.8K+ 64.4% |
$1.09M - $1.15M
|
135K
$2.88M
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
34K+ 82.93% |
$703K - $741K
|
75K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.8K+ 63.05% |
$493K - $519K
|
61.6K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.8KNew |
$389K - $410K
|
18.8K
$402K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
17.3K+ 6.26% |
$358K - $377K
|
293K
$6.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16.2K+ 9.93% |
$335K - $353K
|
179K
$3.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 2.06% |
$330K - $347K
|
790K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14K+ 15.19% |
$289K - $304K
|
106K
$2.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.4KNew |
$276K - $291K
|
13.4K
$285K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
13.1K+ 12.58% |
$272K - $286K
|
118K
$2.51M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$242K - $255K
|
11.7K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.8KNew |
$223K - $235K
|
10.8K
$230K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
10.4K+ 5.85% |
$215K - $226K
|
188K
$4M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.93K+ 249.5% |
$164K - $173K
|
11.1K
$237K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.68K+ 15.21% |
$96.8K - $102K
|
35.4K
$757K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.1K+ 2.87% |
$84.8K - $89.2K
|
147K
$3.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.96K+ 5.39% |
$61.1K - $64.4K
|
57.8K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.71K+ 10.87% |
$56K - $58.9K
|
27.6K
$589K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.68K+ 3.61% |
$55.4K - $58.3K
|
77K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.39K+ 198.42% |
$49.3K - $51.9K
|
3.59K
$76.6K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.38K+ 1.36% |
$49.1K - $51.7K
|
177K
$3.78M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.31K+ 17.83% |
$47.9K - $50.4K
|
15.3K
$326K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.27K+ 6.57% |
$47K - $49.5K
|
36.9K
$787K
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.07K+ 4.44% |
$42.8K - $45.1K
|
48.8K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.7K+ 15.11% |
$35.2K - $37K
|
13K
$277K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.68K+ 6.06% |
$34.7K - $36.6K
|
29.4K
$628K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.62K+ 2.73% |
$33.6K - $35.4K
|
61.1K
$1.31M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.02K+ 2.84% |
$21.1K - $22.2K
|
36.9K
$787K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.01K+ 32.78% |
$20.9K - $22K
|
4.09K
$87.3K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
891+ 7.67% |
$18.4K - $19.4K
|
12.5K
$267K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
638New |
$13.2K - $13.9K
|
638
$13.6K
|