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 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.5K+ 6.44% |
$358K - $397K
|
223K
$6.29M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.2K+ 10.36% |
$351K - $391K
|
141K
$3.99M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
12.8K+ 5.46% |
$339K - $377K
|
247K
$6.97M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
12.3K+ 29.27% |
$326K - $362K
|
54.2K
$1.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.9KNew |
$316K - $351K
|
11.9K
$336K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.5K+ 1.93% |
$304K - $338K
|
607K
$17.2M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.5KNew |
$304K - $338K
|
11.5K
$324K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$296K - $329K
|
11.1K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11KNew |
$293K - $326K
|
11K
$312K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
11KNew |
$292K - $325K
|
11K
$311K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.4KNew |
$277K - $307K
|
10.4K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$274K - $305K
|
10.3K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$272K - $303K
|
10.3K
$290K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.92K+ 45.51% |
$263K - $293K
|
31.7K
$897K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.57KNew |
$254K - $282K
|
9.57K
$270K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
9.38KNew |
$249K - $277K
|
9.38K
$265K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.25KNew |
$245K - $273K
|
9.25K
$261K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.17KNew |
$243K - $270K
|
9.17K
$259K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.13KNew |
$242K - $269K
|
9.13K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.13KNew |
$242K - $269K
|
9.13K
$258K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.9K+ 12.6% |
$236K - $263K
|
79.5K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.62K+ 22.68% |
$229K - $254K
|
46.6K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.22K+ 36.23% |
$218K - $242K
|
30.9K
$873K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.21KNew |
$218K - $242K
|
8.21K
$232K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.18K+ 8.66% |
$217K - $241K
|
103K
$2.9M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.07K+ 13.81% |
$214K - $238K
|
66.5K
$1.88M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.87KNew |
$209K - $232K
|
7.87K
$223K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
7.87K+ 56.61% |
$209K - $232K
|
21.8K
$615K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.82KNew |
$207K - $231K
|
7.82K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.65K+ 13.41% |
$203K - $226K
|
64.7K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.6KNew |
$202K - $224K
|
7.6K
$215K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.5K+ 3.66% |
$199K - $221K
|
213K
$6.01M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.4K+ 16.53% |
$196K - $218K
|
52.1K
$1.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.97KNew |
$185K - $206K
|
6.97K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.67K+ 1.26% |
$177K - $197K
|
538K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.38K+ 31.84% |
$169K - $188K
|
26.4K
$747K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.34K+ 68.43% |
$168K - $187K
|
15.6K
$441K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.17KNew |
$164K - $182K
|
6.17K
$175K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6.17K+ 13.44% |
$164K - $182K
|
52K
$1.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.83K+ 7.77% |
$155K - $172K
|
80.9K
$2.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.7K+ 67.58% |
$151K - $168K
|
14.1K
$400K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
5.62K+ 20.27% |
$149K - $166K
|
33.4K
$944K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
5.46K+ 752.41% |
$145K - $161K
|
6.18K
$175K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.42K+ 15.87% |
$144K - $160K
|
39.6K
$1.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.29K+ 6.8% |
$140K - $156K
|
83.1K
$2.35M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 15.54% |
$135K - $150K
|
37.8K
$1.07M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.9K+ 14.02% |
$130K - $145K
|
39.8K
$1.13M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.86K+ 2.37% |
$129K - $143K
|
210K
$5.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
4.44K+ 15.24% |
$118K - $131K
|
33.6K
$950K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.35K+ 35.23% |
$115K - $128K
|
16.7K
$472K
|