Purchases and Sales Made in Q4 2023 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.47MNew |
$29.2M - $32M
|
1.47M
$31.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.19M+ 244.79% |
$23.6M - $25.8M
|
1.67M
$35.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
777K+ 312.76% |
$15.4M - $16.9M
|
1.02M
$21.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
619K+ 126.68% |
$12.3M - $13.5M
|
1.11M
$23.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
542K+ 63.54% |
$10.8M - $11.8M
|
1.39M
$29.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
535K+ 41.44% |
$10.6M - $11.6M
|
1.83M
$38.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
527K+ 64.36% |
$10.5M - $11.4M
|
1.35M
$28.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
337KNew |
$6.68M - $7.31M
|
337K
$7.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
300K+ 84.83% |
$5.95M - $6.51M
|
653K
$13.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
293K+ 124.84% |
$5.81M - $6.36M
|
527K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 150.19% |
$4.15M - $4.55M
|
349K
$7.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
191KNew |
$3.79M - $4.15M
|
191K
$4.07M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
163K+ 9.31% |
$3.24M - $3.54M
|
1.91M
$40.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
139KNew |
$2.76M - $3.03M
|
139K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
126K+ 873.13% |
$2.5M - $2.74M
|
140K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
126K+ 513.6% |
$2.49M - $2.73M
|
150K
$3.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
117K+ 15.07% |
$2.32M - $2.54M
|
893K
$19M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
107KNew |
$2.13M - $2.33M
|
107K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
106KNew |
$2.1M - $2.3M
|
106K
$2.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
102K+ 42.91% |
$2.02M - $2.21M
|
339K
$7.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
101KNew |
$2.01M - $2.2M
|
101K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
100KNew |
$1.98M - $2.17M
|
100K
$2.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
96.3KNew |
$1.91M - $2.09M
|
96.3K
$2.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
86.6K+ 187.89% |
$1.72M - $1.88M
|
133K
$2.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
86.1K+ 5106.11% |
$1.71M - $1.87M
|
87.8K
$1.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
81.5K+ 17.21% |
$1.62M - $1.77M
|
555K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.6K+ 719.11% |
$1.6M - $1.75M
|
91.8K
$1.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
80.6KNew |
$1.6M - $1.75M
|
80.6K
$1.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
77.3KNew |
$1.53M - $1.68M
|
77.3K
$1.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
76.4K+ 79.37% |
$1.52M - $1.66M
|
173K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
72.6KNew |
$1.44M - $1.58M
|
72.6K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
71.6K+ 1728.23% |
$1.42M - $1.55M
|
75.7K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
68.6KNew |
$1.36M - $1.49M
|
68.6K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
64.6KNew |
$1.28M - $1.4M
|
64.6K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
62KNew |
$1.23M - $1.35M
|
62K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.7K+ 19.03% |
$1.16M - $1.27M
|
367K
$7.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
53.6K+ 9.88% |
$1.06M - $1.16M
|
596K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
52.9K+ 237.18% |
$1.05M - $1.15M
|
75.1K
$1.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
49.2K+ 24.24% |
$976K - $1.07M
|
252K
$5.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.1K+ 5.4% |
$876K - $958K
|
862K
$18.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
38K+ 8.72% |
$754K - $825K
|
474K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
34.1K+ 215.75% |
$676K - $740K
|
49.9K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
26.5KNew |
$526K - $576K
|
26.5K
$565K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
26.3KNew |
$523K - $572K
|
26.3K
$561K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
25.5KNew |
$506K - $554K
|
25.5K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
23.4KNew |
$464K - $508K
|
23.4K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.1KNew |
$458K - $501K
|
23.1K
$492K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.3K+ 38.4% |
$443K - $485K
|
80.5K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.2K+ 4.61% |
$420K - $459K
|
480K
$10.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.5KNew |
$407K - $446K
|
20.5K
$437K
|