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 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
9New |
$239 - $266
|
9
$254
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.12% |
$212 - $236
|
6.72K
$190K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 0.55% |
$212 - $236
|
1.46K
$41.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.63% |
$159 - $177
|
966
$27.3K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6+ 0.03% |
$159 - $177
|
23.9K
$675K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.81% |
$159 - $177
|
743
$21K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.8% |
$106 - $118
|
506
$14.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.82% |
$79.6 - $88.5
|
371
$10.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2- 0.01% |
$53.1 - $59
|
19.6K
$553K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-33- 0.35% |
$876 - $974
|
9.47K
$268K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-50- 0.12% |
$1.33K - $1.48K
|
42.6K
$1.2M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-60- 0.53% |
$1.59K - $1.77K
|
11.2K
$316K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-80- 8.04% |
$2.12K - $2.36K
|
915
$25.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-91- 1.72% |
$2.42K - $2.68K
|
5.19K
$147K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-98- 0.87% |
$2.6K - $2.89K
|
11.1K
$314K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-137- 1.11% |
$3.64K - $4.04K
|
12.2K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-141- 72.68% |
$3.74K - $4.16K
|
53
$1.5K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-195- 1.9% |
$5.18K - $5.75K
|
10.1K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-216- 0.82% |
$5.73K - $6.37K
|
26.1K
$739K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-239- 2.7% |
$6.34K - $7.05K
|
8.62K
$244K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-246- 1.69% |
$6.53K - $7.26K
|
14.3K
$405K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-289- 8.93% |
$7.67K - $8.53K
|
2.95K
$83.3K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-295- 2.13% |
$7.83K - $8.7K
|
13.5K
$382K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-300- 3.9% |
$7.96K - $8.85K
|
7.39K
$209K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-301- 0.8% |
$7.99K - $8.88K
|
37.4K
$1.06M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-320- 44.44% |
$8.49K - $9.44K
|
400
$11.3K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-322- 0.39% |
$8.55K - $9.5K
|
82.2K
$2.32M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-347- 42.68% |
$9.21K - $10.2K
|
466
$13.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-350- 1.11% |
$9.29K - $10.3K
|
31.3K
$883K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-382- 0.17% |
$10.1K - $11.3K
|
219K
$6.19M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-385- 14.4% |
$10.2K - $11.4K
|
2.29K
$64.7K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-430- 0.65% |
$11.4K - $12.7K
|
66K
$1.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-441- 1.21% |
$11.7K - $13K
|
36K
$1.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-450- 15.19% |
$11.9K - $13.3K
|
2.51K
$71K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-453- 35.5% |
$12K - $13.4K
|
823
$23.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-468- 0.2% |
$12.4K - $13.8K
|
233K
$6.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-517- 5.15% |
$13.7K - $15.3K
|
9.53K
$269K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-523- 1.0% |
$13.9K - $15.4K
|
51.5K
$1.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-547- 2.86% |
$14.5K - $16.1K
|
18.6K
$524K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-552- 3.28% |
$14.7K - $16.3K
|
16.3K
$460K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-600- 75.0% |
$15.9K - $17.7K
|
200
$5.65K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-699- 16.72% |
$18.6K - $20.6K
|
3.48K
$98.4K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-732- 9.52% |
$19.4K - $21.6K
|
6.95K
$197K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-764- 3.19% |
$20.3K - $22.5K
|
23.2K
$656K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-826- 8.82% |
$21.9K - $24.4K
|
8.54K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-858- 4.77% |
$22.8K - $25.3K
|
17.1K
$484K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-950- 19.09% |
$25.2K - $28K
|
4.03K
$114K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 1.51% |
$27.5K - $30.5K
|
67.3K
$1.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.14K- 7.67% |
$30.1K - $33.5K
|
13.7K
$387K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-1.14K- 2.99% |
$30.3K - $33.7K
|
37K
$1.05M
|