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 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 90.51% |
$393K - $403K
|
39.1K
$847K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.2K+ 6.61% |
$385K - $394K
|
293K
$6.35M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
17.7K+ 9.55% |
$373K - $383K
|
202K
$4.39M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.6K+ 23.4% |
$372K - $381K
|
92.7K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
16.8K+ 8.82% |
$356K - $365K
|
208K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
15.5K+ 9.69% |
$328K - $336K
|
176K
$3.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14.5KNew |
$307K - $314K
|
14.5K
$314K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.3K+ 14.81% |
$302K - $309K
|
111K
$2.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
14.2K+ 54.1% |
$301K - $309K
|
40.6K
$879K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
14KNew |
$297K - $304K
|
14K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 13.61% |
$288K - $295K
|
114K
$2.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13.3KNew |
$281K - $288K
|
13.3K
$288K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.9K+ 93.55% |
$273K - $280K
|
26.7K
$579K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
12.7K+ 32.72% |
$268K - $275K
|
51.5K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
12.1K+ 51.36% |
$256K - $263K
|
35.7K
$773K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.9K+ 8.5% |
$253K - $259K
|
152K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.9KNew |
$252K - $258K
|
11.9K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.8KNew |
$250K - $256K
|
11.8K
$256K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11.8KNew |
$249K - $255K
|
11.8K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.7K+ 23.39% |
$247K - $253K
|
61.5K
$1.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.6K+ 116.5% |
$246K - $252K
|
21.6K
$468K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.4K+ 119.24% |
$242K - $248K
|
21K
$456K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.2K+ 38.05% |
$237K - $243K
|
40.6K
$880K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.8KNew |
$229K - $235K
|
10.8K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
10.2K+ 39.93% |
$215K - $221K
|
35.7K
$773K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.72KNew |
$206K - $211K
|
9.72K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.52K+ 100.04% |
$202K - $206K
|
19K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.24K+ 7.84% |
$196K - $200K
|
127K
$2.76M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.17K+ 14.78% |
$194K - $199K
|
71.2K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.53K+ 45.7% |
$180K - $185K
|
27.2K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.26K+ 122.09% |
$154K - $157K
|
13.2K
$286K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
6.54K+ 84.27% |
$138K - $142K
|
14.3K
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.87K+ 37.56% |
$124K - $127K
|
21.5K
$466K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.33K+ 6.62% |
$113K - $116K
|
85.8K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.72K+ 14.65% |
$99.8K - $102K
|
36.9K
$800K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.35K+ 4.96% |
$92.1K - $94.3K
|
92.1K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.34K+ 42.73% |
$91.7K - $94K
|
14.5K
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.29K+ 2.38% |
$90.7K - $92.9K
|
184K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.16K+ 5.81% |
$88.1K - $90.3K
|
75.8K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.09K+ 34.62% |
$86.5K - $88.7K
|
15.9K
$345K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.98K+ 11.16% |
$84.2K - $86.2K
|
39.6K
$859K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.94K+ 42.2% |
$83.3K - $85.3K
|
13.3K
$287K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.84K+ 52.35% |
$81.2K - $83.2K
|
11.2K
$242K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
3.63K+ 33.01% |
$76.8K - $78.7K
|
14.6K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.43K+ 23.11% |
$72.5K - $74.3K
|
18.3K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.02K+ 24.28% |
$64K - $65.5K
|
15.5K
$335K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
3K+ 2.15% |
$63.4K - $64.9K
|
142K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.97K+ 31.5% |
$62.9K - $64.5K
|
12.4K
$269K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.5K+ 1.68% |
$52.9K - $54.2K
|
152K
$3.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
2.33KNew |
$49.2K - $50.4K
|
2.33K
$50.4K
|