Purchases and Sales Made in Q1 2024 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
679K+ 194.64% |
$14.4M - $14.7M
|
1.03M
$22.1M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
669KNew |
$14.2M - $14.5M
|
669K
$14.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
447K+ 3239.19% |
$9.47M - $9.7M
|
461K
$9.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
265K+ 29.67% |
$5.61M - $5.74M
|
1.16M
$24.9M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
248K+ 22.34% |
$5.24M - $5.37M
|
1.36M
$29.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
239K+ 12.48% |
$5.05M - $5.18M
|
2.15M
$46.3M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
178K+ 31.98% |
$3.76M - $3.85M
|
733K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
174K+ 14.0% |
$3.67M - $3.76M
|
1.41M
$30.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
158K+ 9.43% |
$3.33M - $3.42M
|
1.83M
$39.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
149K+ 138.96% |
$3.15M - $3.23M
|
256K
$5.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
141K+ 36.09% |
$2.98M - $3.06M
|
531K
$11.4M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
137K+ 20.93% |
$2.89M - $2.96M
|
789K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 6.54% |
$2.53M - $2.59M
|
1.95M
$41.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 8.3% |
$2.45M - $2.51M
|
1.51M
$32.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 8.3% |
$2.45M - $2.51M
|
1.51M
$32.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
104K+ 69.28% |
$2.2M - $2.25M
|
254K
$5.46M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
94.4K+ 28.04% |
$2M - $2.05M
|
431K
$9.27M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
85.9K+ 84.91% |
$1.82M - $1.86M
|
187K
$4.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.9K+ 21.22% |
$1.65M - $1.69M
|
445K
$9.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
72.1KNew |
$1.53M - $1.56M
|
72.1K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.3K+ 8.27% |
$1.51M - $1.55M
|
933K
$20.1M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
71.2KNew |
$1.51M - $1.54M
|
71.2K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.3K+ 59.16% |
$1.47M - $1.5M
|
186K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
62.8K+ 4.67% |
$1.33M - $1.36M
|
1.41M
$30.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
60K+ 11.39% |
$1.27M - $1.3M
|
587K
$12.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
58K+ 22.13% |
$1.23M - $1.26M
|
320K
$6.88M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.8K+ 11.42% |
$1.16M - $1.19M
|
535K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
53.8KNew |
$1.14M - $1.17M
|
53.8K
$1.16M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.3KNew |
$1.13M - $1.16M
|
53.3K
$1.15M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51.8KNew |
$1.1M - $1.12M
|
51.8K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
51.4K+ 74.95% |
$1.09M - $1.11M
|
120K
$2.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.3K+ 37.94% |
$1.07M - $1.09M
|
183K
$3.93M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
45.5K+ 26.36% |
$963K - $986K
|
218K
$4.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
44.4K+ 55.05% |
$939K - $962K
|
125K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.9KNew |
$843K - $864K
|
39.9K
$857K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
38.5K+ 141.22% |
$815K - $835K
|
65.8K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.2K+ 185.14% |
$787K - $806K
|
57.3K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
34.8KNew |
$737K - $755K
|
34.8K
$748K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
28.6K+ 243.07% |
$604K - $619K
|
40.3K
$866K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
26.9K+ 10.05% |
$568K - $582K
|
294K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.8K+ 62.39% |
$547K - $560K
|
67.3K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
25.3K+ 15.01% |
$535K - $548K
|
194K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.2K+ 39.08% |
$534K - $547K
|
89.8K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25K+ 1117.11% |
$529K - $542K
|
27.3K
$586K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
24.4K+ 9.7% |
$517K - $530K
|
276K
$5.94M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
23.7K+ 31.3% |
$501K - $514K
|
99.4K
$2.14M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
22K+ 3.7% |
$466K - $478K
|
618K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.2KNew |
$407K - $417K
|
19.2K
$413K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
19.1K+ 9.48% |
$405K - $415K
|
221K
$4.75M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
18.7K+ 70.45% |
$395K - $405K
|
45.2K
$971K
|