Purchases and Sales Made in Q1 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
16M+ 9404.42% |
$480M - $533M
|
16.2M
$439M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.26M+ 3113.64% |
$67.8M - $75.4M
|
2.33M
$63.4M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.51MNew |
$45.4M - $50.5M
|
1.51M
$41.1M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.23M+ 12.57% |
$36.8M - $40.9M
|
11M
$299M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.23M+ 67.28% |
$36.8M - $40.9M
|
3.05M
$82.9M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
741K+ 10.79% |
$22.2M - $24.7M
|
7.61M
$207M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
601K+ 27.86% |
$18M - $20M
|
2.76M
$74.9M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
481K+ 20.14% |
$14.4M - $16M
|
2.87M
$78M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
361K+ 28.54% |
$10.8M - $12M
|
1.63M
$44.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
357K+ 31.87% |
$10.7M - $11.9M
|
1.48M
$40.1M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
348KNew |
$10.4M - $11.6M
|
348K
$9.45M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
340K+ 59.95% |
$10.2M - $11.3M
|
907K
$24.6M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
319K+ 59.45% |
$9.57M - $10.6M
|
855K
$23.2M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
281K+ 1271.38% |
$8.44M - $9.38M
|
304K
$8.24M
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
266K+ 51.63% |
$7.97M - $8.86M
|
781K
$21.2M
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
198K+ 112.13% |
$5.93M - $6.59M
|
374K
$10.2M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
181K+ 608.04% |
$5.42M - $6.02M
|
210K
$5.71M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
167K+ 33.92% |
$5.01M - $5.57M
|
659K
$17.9M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145K+ 4.19% |
$4.35M - $4.83M
|
3.61M
$98M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
132K+ 31.97% |
$3.97M - $4.41M
|
546K
$14.8M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
121K+ 28.93% |
$3.64M - $4.04M
|
540K
$14.7M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
117K+ 174.78% |
$3.51M - $3.9M
|
184K
$5M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104KNew |
$3.12M - $3.46M
|
104K
$2.82M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
101KNew |
$3.01M - $3.35M
|
101K
$2.73M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
97.8K+ 69.43% |
$2.93M - $3.26M
|
239K
$6.48M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95.1K+ 211.66% |
$2.85M - $3.17M
|
140K
$3.81M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
92.1K+ 65.73% |
$2.76M - $3.07M
|
232K
$6.31M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
89.9KNew |
$2.7M - $3M
|
89.9K
$2.44M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
84.9K+ 58.98% |
$2.55M - $2.83M
|
229K
$6.22M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82.9K+ 45.36% |
$2.49M - $2.76M
|
266K
$7.22M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.8K+ 69.1% |
$2.48M - $2.76M
|
203K
$5.51M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.5K+ 31.9% |
$2.47M - $2.75M
|
341K
$9.26M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
74.7K+ 89.39% |
$2.24M - $2.49M
|
158K
$4.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
74.7KNew |
$2.24M - $2.49M
|
74.7K
$2.03M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
71.1K+ 70.82% |
$2.13M - $2.37M
|
171K
$4.66M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
69.1K+ 33.47% |
$2.07M - $2.3M
|
276K
$7.48M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
65.7K+ 235.28% |
$1.97M - $2.19M
|
93.7K
$2.54M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.5K+ 8.33% |
$1.76M - $1.95M
|
762K
$20.7M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
54.5K+ 59.51% |
$1.63M - $1.82M
|
146K
$3.97M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.6K+ 4.52% |
$1.46M - $1.62M
|
1.12M
$30.5M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.8K+ 10.48% |
$1.22M - $1.36M
|
430K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
37.8K+ 41.97% |
$1.13M - $1.26M
|
128K
$3.47M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
36.6KNew |
$1.1M - $1.22M
|
36.6K
$994K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36.3K+ 120.99% |
$1.09M - $1.21M
|
66.3K
$1.8M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
31.9K+ 43.03% |
$956K - $1.06M
|
106K
$2.88M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.6K+ 6.11% |
$916K - $1.02M
|
531K
$14.4M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.4K+ 2.24% |
$881K - $979K
|
1.34M
$36.3M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
29.1K+ 4.09% |
$871K - $968K
|
739K
$20.1M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
28.7KNew |
$862K - $958K
|
28.7K
$781K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
28.4K+ 12.32% |
$851K - $946K
|
259K
$7.03M
|