Purchases and Sales Made in Q2 2022 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.57MNew |
$32.9M - $36.4M
|
1.57M
$33.6M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
763KNew |
$16M - $17.7M
|
763K
$16.3M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
208K+ 1814.78% |
$4.34M - $4.81M
|
219K
$4.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
132K+ 77.74% |
$2.77M - $3.07M
|
303K
$6.46M
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
93.3K+ 146.87% |
$1.95M - $2.16M
|
157K
$3.35M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
69.4K+ 129.93% |
$1.45M - $1.61M
|
123K
$2.62M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
64.5K+ 11.04% |
$1.35M - $1.49M
|
649K
$13.9M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
58.4K+ 62.14% |
$1.22M - $1.35M
|
152K
$3.25M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.6K+ 93.72% |
$431K - $477K
|
42.6K
$910K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.6K+ 93.72% |
$431K - $477K
|
42.6K
$910K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.1KNew |
$379K - $420K
|
18.1K
$387K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.1K+ 41.08% |
$294K - $325K
|
48.3K
$1.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
14KNew |
$292K - $323K
|
14K
$298K
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
13.5K+ 53.29% |
$283K - $313K
|
38.9K
$831K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 17.16% |
$275K - $304K
|
89.7K
$1.91M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
9.3K+ 61.95% |
$194K - $215K
|
24.3K
$519K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
7.7K+ 22.8% |
$161K - $178K
|
41.5K
$885K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.86K+ 20.13% |
$123K - $136K
|
35K
$747K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.7K+ 32.75% |
$119K - $132K
|
23.1K
$493K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.56K+ 14.52% |
$116K - $129K
|
43.9K
$937K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
4.85K+ 15.48% |
$101K - $112K
|
36.2K
$772K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.39KNew |
$91.8K - $102K
|
4.39K
$93.8K
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.32K+ 1.99% |
$69.3K - $76.8K
|
170K
$3.63M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.54K+ 20.22% |
$53K - $58.7K
|
15.1K
$322K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.15K+ 7.17% |
$45K - $49.8K
|
32.2K
$687K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.31KNew |
$27.3K - $30.2K
|
1.31K
$27.9K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
595New |
$12.4K - $13.8K
|
595
$12.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 2.04% |
$20.9 - $23.2
|
50
$1.07K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53- 0.4% |
$1.11K - $1.23K
|
13.2K
$281K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-380Closed |
$7.94K - $8.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-400Closed |
$8.36K - $9.26K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.18K- 1.22% |
$24.7K - $27.3K
|
95.3K
$2.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.65K- 4.3% |
$55.4K - $61.4K
|
59.1K
$1.26M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.1KClosed |
$85.7K - $95K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-7.71K- 16.64% |
$161K - $179K
|
38.6K
$825K
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-9.35K- 21.76% |
$195K - $217K
|
33.6K
$718K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.8K- 45.39% |
$225K - $250K
|
13K
$277K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-11.5K- 10.12% |
$241K - $267K
|
102K
$2.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-55.2K- 84.64% |
$1.15M - $1.28M
|
10K
$214K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-61.4K- 69.17% |
$1.28M - $1.42M
|
27.4K
$585K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-80.2KClosed |
$1.68M - $1.86M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-188K- 19.8% |
$3.94M - $4.36M
|
763K
$16.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-397K- 98.5% |
$8.3M - $9.19M
|
6.04K
$129K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-460K- 45.65% |
$9.61M - $10.6M
|
547K
$11.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-782K- 87.75% |
$16.3M - $18.1M
|
109K
$2.33M
|