Purchases and Sales Made in Q4 2022 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
319K+ 69.94% |
$6.29M - $6.81M
|
774K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
253K+ 498.23% |
$4.99M - $5.4M
|
303K
$6.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
198K+ 245.93% |
$3.91M - $4.23M
|
279K
$5.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
154K+ 176.92% |
$3.03M - $3.28M
|
241K
$5.17M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
147K+ 19.45% |
$2.89M - $3.13M
|
900K
$19.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
128K+ 13.81% |
$2.53M - $2.74M
|
1.06M
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$2.04M - $2.2M
|
103K
$2.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
84KNew |
$1.66M - $1.8M
|
84K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
82.1KNew |
$1.62M - $1.75M
|
82.1K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64.5KNew |
$1.27M - $1.38M
|
64.5K
$1.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
54.9KNew |
$1.08M - $1.17M
|
54.9K
$1.18M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
48.8K+ 51.97% |
$963K - $1.04M
|
143K
$3.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.5K+ 92.6% |
$779K - $843K
|
82.1K
$1.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
39.4KNew |
$777K - $842K
|
39.4K
$846K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.2K+ 23.09% |
$774K - $838K
|
209K
$4.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.8KNew |
$726K - $786K
|
36.8K
$790K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
32.8K+ 13.48% |
$647K - $701K
|
276K
$5.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.1K+ 27.1% |
$475K - $515K
|
113K
$2.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
21.3K+ 14.99% |
$420K - $455K
|
163K
$3.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 126.7% |
$417K - $451K
|
37.8K
$812K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19.5KNew |
$384K - $416K
|
19.5K
$418K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.7K+ 118.29% |
$349K - $378K
|
32.6K
$701K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13.8KNew |
$273K - $295K
|
13.8K
$297K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13KNew |
$257K - $278K
|
13K
$280K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$229K - $248K
|
11.6K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11.3KNew |
$222K - $240K
|
11.3K
$242K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10KNew |
$197K - $214K
|
10K
$215K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.63K+ 11.13% |
$170K - $184K
|
86.2K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
7.5K+ 22.39% |
$148K - $160K
|
41K
$881K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.91K+ 6.0% |
$117K - $126K
|
104K
$2.25M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
5.28K+ 3.07% |
$104K - $113K
|
177K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.62K+ 10.99% |
$91.3K - $98.8K
|
46.7K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.08K+ 2.4% |
$80.6K - $87.3K
|
175K
$3.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.19K+ 245.79% |
$43.2K - $46.8K
|
3.08K
$66.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2KNew |
$23.7K - $25.7K
|
1.2K
$25.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.04KNew |
$20.5K - $22.2K
|
1.04K
$22.3K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
819+ 2.34% |
$16.2K - $17.5K
|
35.9K
$770K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
500New |
$9.87K - $10.7K
|
500
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
496+ 0.54% |
$9.79K - $10.6K
|
91.9K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
332+ 1.41% |
$6.55K - $7.09K
|
23.9K
$514K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 1.89% |
$1.64K - $1.77K
|
4.48K
$96.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
47+ 5.69% |
$928 - $1K
|
873
$18.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4+ 8.0% |
$79 - $85.5
|
54
$1.16K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-531- 1.51% |
$10.5K - $11.3K
|
34.6K
$743K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-811- 5.92% |
$16K - $17.3K
|
12.9K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.38K- 5.24% |
$27.1K - $29.4K
|
24.9K
$535K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.41K- 4.85% |
$27.9K - $30.2K
|
27.7K
$596K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.54K- 44.36% |
$50K - $54.2K
|
3.18K
$68.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.15K- 23.95% |
$62.2K - $67.4K
|
10K
$215K
|