Purchases and Sales Made in Q1 2023 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
37.9KNew |
$1.01M - $1.12M
|
37.9K
$1.07M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36.9K+ 16.39% |
$980K - $1.09M
|
262K
$7.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
36.9K+ 528.42% |
$978K - $1.09M
|
43.8K
$1.24M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
36.7K+ 96.88% |
$974K - $1.08M
|
74.6K
$2.11M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
36.7K+ 96.88% |
$974K - $1.08M
|
74.6K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36.1K+ 134.9% |
$958K - $1.07M
|
62.9K
$1.78M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
35.3K+ 41.13% |
$937K - $1.04M
|
121K
$3.42M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
34.8K+ 55.73% |
$924K - $1.03M
|
97.3K
$2.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
34.7KNew |
$922K - $1.02M
|
34.7K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
33.1K+ 6.88% |
$879K - $977K
|
515K
$14.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
32.5K+ 17.36% |
$862K - $958K
|
219K
$6.21M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
29.5KNew |
$782K - $869K
|
29.5K
$833K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.4K+ 9.23% |
$781K - $868K
|
348K
$9.85M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.9K+ 13.88% |
$739K - $822K
|
229K
$6.46M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
27.6KNew |
$734K - $815K
|
27.6K
$781K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.3K+ 24.05% |
$726K - $807K
|
141K
$3.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.5K+ 6.01% |
$702K - $780K
|
467K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.5K+ 0.81% |
$678K - $753K
|
3.2M
$90.4M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.6KNew |
$653K - $726K
|
24.6K
$695K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
23.6K+ 26.36% |
$627K - $697K
|
113K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.3KNew |
$618K - $687K
|
23.3K
$658K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23K+ 25.71% |
$610K - $678K
|
112K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
22.8KNew |
$606K - $673K
|
22.8K
$645K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
21.9K+ 24.23% |
$581K - $645K
|
112K
$3.17M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 1.48% |
$544K - $604K
|
1.41M
$39.7M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.4K+ 8.87% |
$542K - $603K
|
251K
$7.09M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
20.3K+ 21.38% |
$539K - $599K
|
115K
$3.26M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20.3KNew |
$538K - $598K
|
20.3K
$573K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.1K+ 3.28% |
$533K - $593K
|
634K
$17.9M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20K+ 17.7% |
$531K - $590K
|
133K
$3.76M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.7K+ 27.99% |
$497K - $552K
|
85.6K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.7K+ 27.99% |
$497K - $552K
|
85.6K
$2.42M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.2K+ 35.26% |
$482K - $536K
|
69.7K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
18.2K+ 12.68% |
$482K - $536K
|
161K
$4.56M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.3K+ 11782.31% |
$460K - $511K
|
17.5K
$494K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
17.3K+ 4.57% |
$460K - $511K
|
396K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17.2K+ 2.2% |
$457K - $508K
|
801K
$22.6M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
16.9K+ 35.82% |
$448K - $498K
|
64K
$1.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16.2K+ 29.15% |
$430K - $478K
|
71.7K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
15.7K+ 3.93% |
$417K - $464K
|
416K
$11.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14.7KNew |
$390K - $433K
|
14.7K
$415K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
14.6KNew |
$387K - $431K
|
14.6K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
14.4KNew |
$382K - $425K
|
14.4K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.3KNew |
$379K - $421K
|
14.3K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.2KNew |
$378K - $420K
|
14.2K
$403K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.1K+ 125.21% |
$374K - $416K
|
25.4K
$717K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14K+ 30.54% |
$371K - $413K
|
59.8K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
13.9KNew |
$370K - $411K
|
13.9K
$394K
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
13.9KNew |
$368K - $409K
|
13.9K
$392K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
13.8K+ 9.73% |
$367K - $408K
|
156K
$4.41M
|