Purchases and Sales Made in Q2 2024 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
2.23MNew |
$46.4M - $47.7M
|
2.23M
$47.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
998K+ 106.94% |
$20.8M - $21.3M
|
1.93M
$41.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
900K+ 354.48% |
$18.7M - $19.2M
|
1.15M
$24.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
844K+ 82.14% |
$17.6M - $18M
|
1.87M
$39.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
670KNew |
$14M - $14.3M
|
670K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
473K+ 33.43% |
$9.84M - $10.1M
|
1.89M
$40.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
376KNew |
$7.82M - $8.03M
|
376K
$8.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
279K+ 28.6% |
$5.81M - $5.97M
|
1.26M
$26.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
243K+ 11.29% |
$5.06M - $5.2M
|
2.4M
$51.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 10.1% |
$3.18M - $3.26M
|
1.66M
$35.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 10.1% |
$3.18M - $3.26M
|
1.66M
$35.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 7.7% |
$3.12M - $3.2M
|
2.1M
$44.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
146K+ 309.4% |
$3.05M - $3.13M
|
194K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
138KNew |
$2.88M - $2.96M
|
138K
$2.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
112K+ 9.71% |
$2.34M - $2.4M
|
1.27M
$27.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
98.4K+ 12.47% |
$2.05M - $2.1M
|
888K
$19M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.8K+ 19.06% |
$1.77M - $1.81M
|
530K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
82.3K+ 5.84% |
$1.71M - $1.76M
|
1.49M
$31.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
77.6KNew |
$1.62M - $1.66M
|
77.6K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
76.4K+ 10.43% |
$1.59M - $1.63M
|
809K
$17.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
75KNew |
$1.56M - $1.6M
|
75K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
66.5K+ 35.58% |
$1.39M - $1.42M
|
254K
$5.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
63.3K+ 14.67% |
$1.32M - $1.35M
|
494K
$10.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
61.7KNew |
$1.29M - $1.32M
|
61.7K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.7K+ 46.19% |
$1.22M - $1.26M
|
186K
$3.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
57.8KNew |
$1.2M - $1.23M
|
57.8K
$1.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
51.6K+ 18.67% |
$1.07M - $1.1M
|
328K
$7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.8K+ 10.87% |
$912K - $937K
|
447K
$9.55M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
43KNew |
$895K - $919K
|
43K
$918K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
39.2KNew |
$815K - $837K
|
39.2K
$836K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.4K+ 133.47% |
$757K - $778K
|
63.6K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.2K+ 53.75% |
$753K - $773K
|
103K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
31.3K+ 280.15% |
$652K - $669K
|
42.5K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
30.3KNew |
$630K - $647K
|
30.3K
$646K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
29.5K+ 23.58% |
$613K - $630K
|
154K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.3K+ 147.32% |
$590K - $606K
|
47.5K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
28K+ 4.19% |
$584K - $599K
|
697K
$14.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
27.1K+ 10.6% |
$565K - $580K
|
283K
$6.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
26.5K+ 4.99% |
$552K - $567K
|
558K
$11.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24K+ 181.72% |
$500K - $513K
|
37.2K
$794K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
22.4K+ 43.46% |
$466K - $478K
|
73.8K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
21.9K+ 35.67% |
$457K - $469K
|
83.5K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
21.9KNew |
$455K - $468K
|
21.9K
$467K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2K+ 195.58% |
$440K - $452K
|
32K
$683K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21K+ 11.29% |
$438K - $450K
|
207K
$4.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.3K+ 37.3% |
$403K - $413K
|
71.2K
$1.52M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
19.1KNew |
$398K - $409K
|
19.1K
$408K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
19.1K+ 3.09% |
$398K - $408K
|
637K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19K+ 25.07% |
$396K - $406K
|
94.8K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
18.6K+ 8.54% |
$387K - $398K
|
237K
$5.05M
|