Purchases and Sales Made in Q3 2022 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
456KNew |
$9.14M - $10.1M
|
456K
$9.71M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
391K+ 24.87% |
$7.85M - $8.7M
|
1.96M
$41.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
381K+ 69.68% |
$7.65M - $8.48M
|
929K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
111K+ 187.33% |
$2.22M - $2.46M
|
170K
$3.62M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
104K+ 16.09% |
$2.09M - $2.32M
|
753K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88.9KNew |
$1.78M - $1.98M
|
88.9K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
86.9KNew |
$1.74M - $1.93M
|
86.9K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76K+ 585.93% |
$1.53M - $1.69M
|
89K
$1.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
45.6K+ 94.54% |
$915K - $1.02M
|
93.9K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
41.9K+ 108.39% |
$840K - $932K
|
80.5K
$1.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
41.4K+ 114.37% |
$830K - $921K
|
77.5K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
33.5KNew |
$672K - $745K
|
33.5K
$714K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
24K+ 10.94% |
$481K - $534K
|
243K
$5.18M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19.1K+ 15.59% |
$384K - $426K
|
142K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.7KNew |
$334K - $371K
|
16.7K
$355K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
16K+ 49.69% |
$321K - $356K
|
48.2K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.5K+ 5.14% |
$312K - $346K
|
318K
$6.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
15K+ 9.58% |
$301K - $334K
|
172K
$3.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.08K+ 18.97% |
$162K - $180K
|
50.7K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.16K+ 5.41% |
$103K - $115K
|
100K
$2.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.77KNew |
$75.7K - $83.9K
|
3.77K
$80.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.17K+ 13.73% |
$63.6K - $70.5K
|
26.3K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.16K+ 8.13% |
$63.4K - $70.4K
|
42.1K
$896K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.95KNew |
$39.1K - $43.4K
|
1.95K
$41.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.75K+ 6.39% |
$35.1K - $38.9K
|
29.1K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.74K+ 1.94% |
$34.9K - $38.7K
|
91.4K
$1.95M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.42K+ 0.93% |
$28.6K - $31.7K
|
154K
$3.28M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.41K+ 4.18% |
$28.2K - $31.3K
|
35K
$747K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
826New |
$16.6K - $18.4K
|
826
$17.6K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
554+ 0.07% |
$11.1K - $12.3K
|
764K
$16.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
500New |
$10K - $11.1K
|
500
$10.7K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
343+ 0.2% |
$6.88K - $7.63K
|
170K
$3.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
296+ 49.75% |
$5.94K - $6.59K
|
891
$19K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
142+ 0.41% |
$2.85K - $3.16K
|
35.1K
$748K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12- 0.07% |
$241 - $267
|
18.1K
$386K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-125- 0.83% |
$2.51K - $2.78K
|
14.9K
$318K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-263- 1.88% |
$5.28K - $5.85K
|
13.7K
$292K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-329- 5.44% |
$6.6K - $7.32K
|
5.72K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.27K- 2.9% |
$25.6K - $28.3K
|
42.6K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.6K- 3.3% |
$72.3K - $80.1K
|
106K
$2.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-3.87K- 3.78% |
$77.6K - $86.1K
|
98.6K
$2.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-17.9K- 43.11% |
$358K - $398K
|
23.6K
$503K
|