Purchases and Sales Made in Q2 2023 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
807KNew |
$17M - $17.5M
|
807K
$17.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
315K+ 2690.02% |
$6.61M - $6.83M
|
326K
$6.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
188K+ 17.08% |
$3.94M - $4.07M
|
1.29M
$27.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
174K+ 489.66% |
$3.64M - $3.76M
|
209K
$4.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
128K+ 76.48% |
$2.69M - $2.78M
|
296K
$6.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
127KNew |
$2.66M - $2.75M
|
127K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 31.91% |
$2.59M - $2.67M
|
510K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
102K+ 8.61% |
$2.15M - $2.22M
|
1.29M
$27.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
90.6K+ 14.35% |
$1.9M - $1.96M
|
722K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
81.1K+ 14.97% |
$1.7M - $1.76M
|
623K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.8KNew |
$1.57M - $1.62M
|
74.8K
$1.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59.1K+ 33.51% |
$1.24M - $1.28M
|
236K
$5.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
57.9K+ 29.54% |
$1.22M - $1.26M
|
254K
$5.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
54.6K+ 15.47% |
$1.15M - $1.18M
|
408K
$8.7M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
46K+ 15.69% |
$967K - $998K
|
339K
$7.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
37.1KNew |
$780K - $806K
|
37.1K
$793K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
36.1K+ 10.54% |
$758K - $782K
|
378K
$8.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.6K+ 10.01% |
$706K - $729K
|
370K
$7.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
32K+ 27.16% |
$671K - $693K
|
150K
$3.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
28.7K+ 38.27% |
$603K - $623K
|
104K
$2.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 32.92% |
$426K - $440K
|
81.9K
$1.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18.7K+ 6.74% |
$393K - $406K
|
296K
$6.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.5K+ 15.55% |
$346K - $357K
|
122K
$2.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
16.1KNew |
$337K - $348K
|
16.1K
$343K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
14.8KNew |
$310K - $320K
|
14.8K
$315K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.7K+ 10.03% |
$309K - $319K
|
162K
$3.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.3KNew |
$301K - $311K
|
14.3K
$306K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.7KNew |
$288K - $298K
|
13.7K
$293K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 1.48% |
$245K - $253K
|
802K
$17.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$223K - $230K
|
10.6K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9.71KNew |
$204K - $211K
|
9.71K
$207K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9.64K+ 16.67% |
$202K - $209K
|
67.4K
$1.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6.4K+ 3.56% |
$134K - $139K
|
186K
$3.97M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.32K+ 2.3% |
$90.7K - $93.6K
|
192K
$4.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.95K+ 2.93% |
$83K - $85.7K
|
139K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.24K+ 5.3% |
$68K - $70.3K
|
64.4K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.87K+ 27.73% |
$60.2K - $62.2K
|
13.2K
$282K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.34K+ 366.3% |
$49.1K - $50.7K
|
2.98K
$63.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.34KNew |
$49K - $50.6K
|
2.34K
$49.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.2K+ 4.51% |
$46.1K - $47.7K
|
51K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.07K+ 3.81% |
$43.4K - $44.8K
|
56.3K
$1.2M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$42K - $43.4K
|
2K
$42.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2KNew |
$42K - $43.4K
|
2K
$42.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.94K+ 3175.41% |
$40.7K - $42K
|
2K
$42.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.88K+ 14.49% |
$39.4K - $40.7K
|
14.8K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.38KNew |
$29K - $30K
|
1.38K
$29.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.24K+ 9.25% |
$26K - $26.8K
|
14.6K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 6.52% |
$25.8K - $26.6K
|
20K
$428K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
703+ 6.33% |
$14.8K - $15.2K
|
11.8K
$252K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
689+ 0.41% |
$14.5K - $14.9K
|
167K
$3.57M
|