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 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
20.3KNew |
$404K - $442K
|
20.3K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.1KNew |
$399K - $436K
|
20.1K
$428K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
18.2K+ 10.92% |
$361K - $395K
|
185K
$3.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
17K+ 11.89% |
$337K - $369K
|
160K
$3.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 63.32% |
$319K - $349K
|
41.4K
$883K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
15.8K+ 68.76% |
$314K - $343K
|
38.8K
$826K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.6KNew |
$310K - $339K
|
15.6K
$333K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
13.6K+ 135.09% |
$269K - $294K
|
23.6K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.2K+ 127.5% |
$262K - $287K
|
23.6K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
12KNew |
$237K - $260K
|
12K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
11.7KNew |
$233K - $255K
|
11.7K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 4.35% |
$228K - $249K
|
275K
$5.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
11.3KNew |
$224K - $245K
|
11.3K
$241K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$223K - $244K
|
11.2K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.1K+ 10.51% |
$221K - $242K
|
117K
$2.5M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
10.9K+ 23280.85% |
$217K - $238K
|
11K
$234K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.9KNew |
$216K - $237K
|
10.9K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.1KNew |
$201K - $220K
|
10.1K
$216K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.97KNew |
$198K - $217K
|
9.97K
$213K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
9.94K+ 5.18% |
$197K - $216K
|
202K
$4.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
9.86KNew |
$196K - $214K
|
9.86K
$210K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
9.74K+ 16.53% |
$193K - $211K
|
68.6K
$1.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
9.61K+ 5.63% |
$191K - $209K
|
180K
$3.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
9.59KNew |
$190K - $208K
|
9.59K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.48K+ 15.26% |
$188K - $206K
|
71.6K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.44KNew |
$187K - $205K
|
9.44K
$201K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.32KNew |
$185K - $203K
|
9.32K
$199K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9.23K+ 51.19% |
$183K - $200K
|
27.3K
$581K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.07K+ 33.41% |
$160K - $175K
|
32.2K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.05K+ 75.97% |
$160K - $175K
|
18.7K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.97K+ 512.55% |
$158K - $173K
|
9.52K
$203K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7.87K+ 2.06% |
$156K - $171K
|
391K
$8.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7.33KNew |
$146K - $159K
|
7.33K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.85KNew |
$116K - $127K
|
5.85K
$125K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.56K+ 31.15% |
$110K - $121K
|
23.4K
$499K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.1K+ 44.74% |
$101K - $111K
|
16.5K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.74K+ 394.59% |
$94.1K - $103K
|
5.95K
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
4.2KNew |
$83.4K - $91.2K
|
4.2K
$89.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.88K+ 11.77% |
$77K - $84.3K
|
36.8K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.91K+ 20.05% |
$57.7K - $63.1K
|
17.4K
$371K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.06K+ 69.77% |
$40.8K - $44.7K
|
5K
$107K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.01K+ 5.97% |
$39.8K - $43.6K
|
35.6K
$759K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.98K+ 1.35% |
$39.4K - $43.1K
|
149K
$3.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.98K+ 34.29% |
$39.3K - $43K
|
7.76K
$165K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.84K+ 12.59% |
$36.5K - $39.9K
|
16.4K
$350K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.75K+ 1029.41% |
$34.7K - $38K
|
1.92K
$40.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.71K+ 2.38% |
$34K - $37.2K
|
73.6K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.48K+ 5.3% |
$29.4K - $32.1K
|
29.4K
$627K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.25KNew |
$24.8K - $27.2K
|
1.25K
$26.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.06K+ 90.39% |
$21.1K - $23.1K
|
2.24K
$47.7K
|