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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-3.5K- 4.3% |
$105K - $117K
|
77.8K
$2.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.5K- 94.32% |
$105K - $117K
|
211
$5.95K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.09K- 1.28% |
$123K - $136K
|
315K
$8.9M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.67K- 97.17% |
$140K - $155K
|
136
$3.84K
|
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-4.75K- 1.86% |
$143K - $158K
|
251K
$7.09M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.81K- 23.22% |
$144K - $160K
|
15.9K
$448K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.85KClosed |
$145K - $162K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5.25K- 9.01% |
$157K - $175K
|
53K
$1.49M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.37K- 8.43% |
$161K - $179K
|
58.3K
$1.65M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-5.5K- 25.52% |
$165K - $183K
|
16.1K
$453K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.86K- 19.55% |
$176K - $195K
|
24.1K
$681K
|
|
|
May 11, 2022
Q1 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-5.87K- 4.84% |
$176K - $196K
|
115K
$3.25M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.95K- 3.78% |
$178K - $198K
|
151K
$4.27M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.03K- 9.54% |
$181K - $201K
|
57.2K
$1.61M
|
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-6.24KClosed |
$187K - $208K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.55KClosed |
$196K - $218K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-6.7KClosed |
$201K - $223K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.85KClosed |
$205K - $228K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.06KClosed |
$212K - $235K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.14KClosed |
$214K - $238K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.19K- 19.26% |
$216K - $240K
|
30.1K
$850K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-7.43KClosed |
$223K - $248K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.57K- 11.37% |
$227K - $252K
|
59K
$1.66M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.7KClosed |
$231K - $257K
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.45K- 25.06% |
$253K - $282K
|
25.3K
$712K
|
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-8.5K- 41.87% |
$255K - $283K
|
11.8K
$333K
|
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
SELL
|
- |
-8.69K- 18.56% |
$261K - $290K
|
38.1K
$1.08M
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-9.4K- 27.73% |
$282K - $313K
|
24.5K
$691K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-9.77KClosed |
$293K - $326K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.8KClosed |
$294K - $327K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10KClosed |
$301K - $335K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.1K- 19.56% |
$302K - $336K
|
41.5K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.6KClosed |
$318K - $353K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$336K - $373K
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.3KClosed |
$339K - $376K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12K- 28.0% |
$360K - $400K
|
30.9K
$871K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.6K- 43.17% |
$438K - $487K
|
19.2K
$542K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.8KClosed |
$444K - $493K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-17.4K- 9.61% |
$522K - $580K
|
164K
$4.62M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-19.3KClosed |
$577K - $642K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-21.2KClosed |
$635K - $706K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-23KClosed |
$690K - $767K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26.2KClosed |
$787K - $874K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-26.4K- 60.36% |
$792K - $880K
|
17.3K
$489K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-29.6K- 25.97% |
$888K - $987K
|
84.4K
$2.38M
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-29.7KClosed |
$890K - $989K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-47.6K- 5.18% |
$1.43M - $1.59M
|
872K
$24.6M
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-59.8K- 7.11% |
$1.79M - $1.99M
|
781K
$22M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-63.2K- 61.68% |
$1.89M - $2.11M
|
39.3K
$1.11M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-70.1K- 84.65% |
$2.1M - $2.34M
|
12.7K
$359K
|