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 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-350Closed |
$10.5K - $11.7K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-383- 1.47% |
$11.5K - $12.8K
|
25.7K
$728K
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-396- 4.95% |
$11.9K - $13.2K
|
7.6K
$215K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-413Closed |
$12.4K - $13.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$15K - $16.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-500- 11.11% |
$15K - $16.7K
|
4K
$113K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-582- 2.67% |
$17.5K - $19.4K
|
21.2K
$599K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600Closed |
$18K - $20K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-616- 4.63% |
$18.5K - $20.5K
|
12.7K
$359K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-663- 2.62% |
$19.9K - $22.1K
|
24.6K
$696K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-687- 4.87% |
$20.6K - $22.9K
|
13.4K
$379K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-719- 20.44% |
$21.6K - $24K
|
2.8K
$79.1K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-747Closed |
$22.4K - $24.9K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-750- 7.68% |
$22.5K - $25K
|
9.01K
$255K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-771- 7.55% |
$23.1K - $25.7K
|
9.45K
$267K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-798- 13.84% |
$23.9K - $26.6K
|
4.97K
$140K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-803- 2.08% |
$24.1K - $26.8K
|
37.8K
$1.07M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-829- 4.18% |
$24.9K - $27.6K
|
19K
$537K
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-830- 3.96% |
$24.9K - $27.7K
|
20.1K
$569K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-895- 0.68% |
$26.8K - $29.8K
|
130K
$3.67M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-945- 5.26% |
$28.3K - $31.5K
|
17K
$481K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-946- 2.32% |
$28.4K - $31.5K
|
39.8K
$1.12M
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-948- 3.22% |
$28.4K - $31.6K
|
28.5K
$806K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-975- 2.55% |
$29.2K - $32.5K
|
37.2K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-987- 12.33% |
$29.6K - $32.9K
|
7.02K
$198K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.03K- 7.12% |
$30.9K - $34.3K
|
13.4K
$380K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 0.87% |
$32.3K - $35.9K
|
122K
$3.46M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.1KClosed |
$32.8K - $36.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-1.23K- 7.02% |
$36.9K - $41.1K
|
16.3K
$461K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 12.39% |
$38.1K - $42.3K
|
8.97K
$254K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 13.92% |
$38.4K - $42.7K
|
7.92K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.36K- 87.51% |
$40.8K - $45.3K
|
194
$5.48K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.37KClosed |
$41.2K - $45.8K
|
0
$0
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.41K- 16.5% |
$42.1K - $46.8K
|
7.11K
$201K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.41KClosed |
$42.3K - $47K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.43K- 1.24% |
$42.8K - $47.6K
|
114K
$3.21M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.43K- 1.61% |
$42.9K - $47.7K
|
87.5K
$2.47M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.55K- 16.68% |
$46.3K - $51.5K
|
7.72K
$218K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.89K- 10.99% |
$56.7K - $63.1K
|
15.3K
$433K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.89K- 2.43% |
$56.8K - $63.1K
|
75.9K
$2.15M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-2.2K- 19.32% |
$66K - $73.4K
|
9.19K
$260K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.22K- 7.3% |
$66.5K - $73.9K
|
28.2K
$796K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.3K- 22.28% |
$69.1K - $76.8K
|
8.04K
$227K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.42KClosed |
$72.6K - $80.7K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.44K- 2.95% |
$73.1K - $81.3K
|
80.1K
$2.26M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.52K- 11.04% |
$75.5K - $84K
|
20.3K
$574K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.6K- 26.89% |
$77.9K - $86.6K
|
7.06K
$200K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.32KClosed |
$99.5K - $111K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.45K- 14.66% |
$104K - $115K
|
20.1K
$568K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.45K- 21.19% |
$104K - $115K
|
12.8K
$363K
|