Purchases and Sales Made in Q3 2023 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
463K+ 35.99% |
$9.42M - $9.85M
|
1.75M
$37.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
346K+ 930.25% |
$7.03M - $7.35M
|
383K
$8.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
343K+ 67.28% |
$6.97M - $7.29M
|
853K
$18.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
280K+ 133.93% |
$5.69M - $5.95M
|
489K
$10.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
234KNew |
$4.77M - $4.98M
|
234K
$5.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
227K+ 178.87% |
$4.61M - $4.82M
|
353K
$7.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
164K+ 43.27% |
$3.33M - $3.48M
|
542K
$11.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
128K+ 655.49% |
$2.59M - $2.71M
|
147K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
126K+ 102.98% |
$2.56M - $2.68M
|
248K
$5.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
96.2KNew |
$1.96M - $2.05M
|
96.2K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
89.1K+ 24.11% |
$1.81M - $1.89M
|
459K
$9.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
58.9KNew |
$1.2M - $1.25M
|
58.9K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
54.4K+ 7.54% |
$1.11M - $1.16M
|
776K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.4K+ 67.03% |
$1.04M - $1.09M
|
128K
$2.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
51.1KNew |
$1.04M - $1.09M
|
51.1K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
39.3K+ 37.9% |
$799K - $836K
|
143K
$3.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
33.6KNew |
$684K - $715K
|
33.6K
$722K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
28.1K+ 6.89% |
$571K - $597K
|
436K
$9.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.1K+ 11.91% |
$571K - $597K
|
264K
$5.66M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$497K - $520K
|
24.4K
$525K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
24.3K+ 250.33% |
$494K - $517K
|
34K
$730K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.1KNew |
$491K - $513K
|
24.1K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.1K+ 29.48% |
$491K - $513K
|
106K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
18KNew |
$367K - $383K
|
18K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.9KNew |
$363K - $380K
|
17.9K
$384K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
17K+ 11.37% |
$346K - $362K
|
167K
$3.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
17K+ 9.13% |
$345K - $361K
|
203K
$4.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16K+ 160.0% |
$325K - $340K
|
26K
$558K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.8KNew |
$321K - $336K
|
15.8K
$339K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7K+ 1.96% |
$319K - $333K
|
818K
$17.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
13.7K+ 4.03% |
$278K - $291K
|
353K
$7.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
12.8K+ 5.03% |
$260K - $271K
|
267K
$5.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 4.3% |
$258K - $270K
|
308K
$6.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12KNew |
$244K - $255K
|
12K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.7K+ 1.45% |
$239K - $249K
|
819K
$17.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11K+ 31.26% |
$223K - $233K
|
46.1K
$990K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
10.8KNew |
$220K - $230K
|
10.8K
$232K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
10KNew |
$204K - $213K
|
10K
$215K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.92K+ 622.4% |
$181K - $190K
|
10.4K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.53K+ 2.99% |
$174K - $181K
|
294K
$6.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
7.86K+ 1.65% |
$160K - $167K
|
485K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.56K+ 11.74% |
$154K - $161K
|
71.9K
$1.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.97K+ 4.31% |
$142K - $148K
|
168K
$3.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
6.91K+ 43.03% |
$141K - $147K
|
23K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.85K+ 44.36% |
$139K - $146K
|
22.3K
$479K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.08K+ 11.94% |
$124K - $129K
|
57K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.85K+ 10.39% |
$119K - $124K
|
62.1K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
5.78KNew |
$117K - $123K
|
5.78K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.32K+ 26.55% |
$108K - $113K
|
25.4K
$545K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.25K+ 3.13% |
$107K - $112K
|
173K
$3.71M
|