Purchases and Sales Made in Q3 2024 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.27K+ 12188.57% |
$90.1K - $94.9K
|
4.3K
$91.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4.17K+ 10.16% |
$88K - $92.7K
|
45.2K
$965K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.94K+ 24.0% |
$83.3K - $87.7K
|
20.4K
$435K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.62K+ 2.39% |
$76.4K - $80.5K
|
155K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.25K+ 10.74% |
$68.6K - $72.3K
|
33.5K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.24K+ 8.89% |
$68.5K - $72.1K
|
39.7K
$848K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.2K+ 29.63% |
$67.6K - $71.2K
|
14K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.8K+ 1.25% |
$59K - $62.2K
|
226K
$4.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.74K+ 3.47% |
$57.9K - $61K
|
81.7K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.56K+ 1.25% |
$54K - $56.9K
|
207K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5KNew |
$52.8K - $55.7K
|
2.5K
$53.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 3.43% |
$50.3K - $53K
|
72K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.38K+ 4.46% |
$50.3K - $53K
|
55.9K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.33K+ 14.12% |
$49.1K - $51.8K
|
18.8K
$401K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.29K+ 98.54% |
$48.4K - $51K
|
4.62K
$98.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.26K+ 3.01% |
$47.6K - $50.2K
|
77.2K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.17K+ 2.94% |
$45.9K - $48.3K
|
76K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.82K+ 0.15% |
$38.4K - $40.5K
|
1.25M
$26.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.55K+ 1.01% |
$32.7K - $34.5K
|
155K
$3.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.21K+ 7.53% |
$25.5K - $26.9K
|
17.3K
$369K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
1.2K+ 10.04% |
$25.3K - $26.7K
|
13.2K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.07K+ 3.4% |
$22.6K - $23.8K
|
32.5K
$694K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 4.0% |
$21.3K - $22.4K
|
26.2K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
955+ 1.51% |
$20.2K - $21.2K
|
64K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
926New |
$19.5K - $20.6K
|
926
$19.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
909+ 15.95% |
$19.2K - $20.2K
|
6.61K
$141K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
791+ 3.25% |
$16.7K - $17.6K
|
25.1K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
685New |
$14.5K - $15.2K
|
685
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
677+ 28.87% |
$14.3K - $15.1K
|
3.02K
$64.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
598+ 1.46% |
$12.6K - $13.3K
|
41.5K
$885K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
580+ 4.13% |
$12.2K - $12.9K
|
14.6K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
568+ 16.32% |
$12K - $12.6K
|
4.05K
$86.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
504+ 212.66% |
$10.6K - $11.2K
|
741
$15.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
480+ 6.93% |
$10.1K - $10.7K
|
7.41K
$158K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
384+ 0.13% |
$8.11K - $8.54K
|
296K
$6.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
373+ 1.06% |
$7.87K - $8.3K
|
35.5K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
368+ 1.94% |
$7.77K - $8.18K
|
19.4K
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
213+ 19.76% |
$4.5K - $4.74K
|
1.29K
$27.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
157+ 1.17% |
$3.31K - $3.49K
|
13.6K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
74+ 1.26% |
$1.56K - $1.65K
|
5.97K
$127K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.15% |
$211 - $222
|
877
$18.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 1.18% |
$63.3 - $66.7
|
258
$5.51K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-28- 0.18% |
$591 - $623
|
16K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-66- 1.35% |
$1.39K - $1.47K
|
4.82K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-937- 1.54% |
$19.8K - $20.8K
|
60K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.49K- 0.71% |
$31.5K - $33.1K
|
208K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.24K- 7.51% |
$47.3K - $49.8K
|
27.6K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.33K- 4.54% |
$49.3K - $51.9K
|
49.1K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3.44K- 17.92% |
$72.6K - $76.5K
|
15.7K
$336K
|