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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.17KNew |
$45.9K - $47.1K
|
2.17K
$46.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.13K+ 9.09% |
$45.1K - $46.2K
|
25.6K
$549K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.07K+ 7.76% |
$43.8K - $44.9K
|
28.8K
$619K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2K+ 9.83% |
$42.3K - $43.4K
|
22.3K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4KNew |
$29.5K - $30.3K
|
1.4K
$30K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.33K+ 2459.26% |
$28.1K - $28.8K
|
1.38K
$29.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.14KNew |
$24.1K - $24.7K
|
1.14K
$24.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.02KNew |
$21.7K - $22.2K
|
1.02K
$22K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
697+ 13.93% |
$14.7K - $15.1K
|
5.7K
$122K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
424+ 2.58% |
$8.97K - $9.19K
|
16.9K
$362K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
400+ 20.83% |
$8.46K - $8.67K
|
2.32K
$49.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
252New |
$5.33K - $5.46K
|
252
$5.42K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
124+ 0.3% |
$2.62K - $2.69K
|
41.5K
$892K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
65New |
$1.38K - $1.41K
|
65
$1.4K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 0.75% |
$741 - $759
|
4.7K
$101K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.71% |
$127 - $130
|
856
$18.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-14- 0.08% |
$296 - $304
|
16.5K
$354K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-129- 0.55% |
$2.73K - $2.8K
|
23.4K
$503K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-415- 0.64% |
$8.78K - $9K
|
64K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-467- 0.79% |
$9.88K - $10.1K
|
58.9K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-470- 1.28% |
$9.95K - $10.2K
|
36.4K
$781K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-983- 1.27% |
$20.8K - $21.3K
|
76.3K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.83K- 6.29% |
$38.7K - $39.6K
|
27.2K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.43K- 4.65% |
$72.5K - $74.3K
|
70.2K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 89.45% |
$89.7K - $91.9K
|
500
$10.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-8.17K- 14.77% |
$173K - $177K
|
47.2K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.06K- 2.2% |
$192K - $197K
|
403K
$8.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-21K- 14.94% |
$445K - $455K
|
120K
$2.57M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-21.3K- 31.04% |
$451K - $462K
|
47.3K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.1K- 48.44% |
$744K - $762K
|
37.4K
$804K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48.8K- 4.76% |
$1.03M - $1.06M
|
976K
$21M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-75.6K- 82.39% |
$1.6M - $1.64M
|
16.2K
$347K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-153K- 9.17% |
$3.23M - $3.31M
|
1.51M
$32.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-279K- 22.24% |
$5.91M - $6.05M
|
976K
$21M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-319K- 94.12% |
$6.76M - $6.92M
|
19.9K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-358K- 24.29% |
$7.57M - $7.76M
|
1.11M
$24M
|