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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
715+ 1.08% |
$19K - $21.1K
|
67.2K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
710+ 4.28% |
$18.8K - $20.9K
|
17.3K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
670+ 6.77% |
$17.8K - $19.8K
|
10.6K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
630+ 8.38% |
$16.7K - $18.6K
|
8.15K
$230K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
625+ 96.9% |
$16.6K - $18.4K
|
1.27K
$35.9K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
604+ 3.71% |
$16K - $17.8K
|
16.9K
$478K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600New |
$15.9K - $17.7K
|
600
$17K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
547+ 4.34% |
$14.5K - $16.1K
|
13.2K
$372K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
500+ 0.94% |
$13.3K - $14.8K
|
53.7K
$1.52M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
500New |
$13.3K - $14.8K
|
500
$14.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
500New |
$13.3K - $14.8K
|
500
$14.1K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
468+ 314.09% |
$12.4K - $13.8K
|
617
$17.4K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
426New |
$11.3K - $12.6K
|
426
$12K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
419+ 2.05% |
$11.1K - $12.4K
|
20.9K
$590K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
410+ 6.5% |
$10.9K - $12.1K
|
6.72K
$190K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
400New |
$10.6K - $11.8K
|
400
$11.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
400New |
$10.6K - $11.8K
|
400
$11.3K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
391+ 1.37% |
$10.4K - $11.5K
|
29K
$820K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
383+ 1.92% |
$10.2K - $11.3K
|
20.4K
$575K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
357+ 4.32% |
$9.47K - $10.5K
|
8.62K
$244K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
343+ 1.28% |
$9.1K - $10.1K
|
27.1K
$766K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
334+ 15.01% |
$8.86K - $9.85K
|
2.56K
$72.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
309+ 1.59% |
$8.2K - $9.12K
|
19.8K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
300+ 1.84% |
$7.96K - $8.85K
|
16.6K
$469K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
296+ 3.61% |
$7.86K - $8.73K
|
8.51K
$240K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
292+ 2.05% |
$7.75K - $8.61K
|
14.5K
$410K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
289+ 3.14% |
$7.67K - $8.53K
|
9.48K
$268K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
243+ 6.18% |
$6.45K - $7.17K
|
4.17K
$118K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
235New |
$6.24K - $6.93K
|
235
$6.64K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
231+ 2.3% |
$6.13K - $6.81K
|
10.3K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
222+ 2.38% |
$5.89K - $6.55K
|
9.55K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
208+ 0.42% |
$5.52K - $6.14K
|
50.3K
$1.42M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
195+ 2.87% |
$5.18K - $5.75K
|
6.98K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
166+ 0.35% |
$4.41K - $4.9K
|
47.3K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
127+ 0.91% |
$3.37K - $3.75K
|
14.1K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
118New |
$3.13K - $3.48K
|
118
$3.34K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
117+ 0.41% |
$3.11K - $3.45K
|
28.9K
$818K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88New |
$2.34K - $2.6K
|
88
$2.49K
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
80+ 0.25% |
$2.12K - $2.36K
|
32.7K
$925K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
75+ 1.0% |
$1.99K - $2.21K
|
7.6K
$215K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
70+ 0.11% |
$1.86K - $2.07K
|
64.2K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
69+ 0.41% |
$1.83K - $2.04K
|
16.7K
$472K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.67% |
$1.33K - $1.48K
|
3.05K
$86.2K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
36+ 0.11% |
$955 - $1.06K
|
31.9K
$902K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
32+ 0.33% |
$849 - $944
|
9.71K
$274K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
27+ 0.11% |
$717 - $797
|
24.9K
$703K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 0.13% |
$610 - $679
|
17.2K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20+ 0.69% |
$531 - $590
|
2.92K
$82.5K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11+ 0.14% |
$292 - $325
|
8.07K
$228K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
10+ 0.16% |
$265 - $295
|
6.38K
$180K
|