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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.18K- 1.0% |
$31.2K - $34.7K
|
116K
$3.31M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.21K- 12.87% |
$32.1K - $35.7K
|
8.19K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.22K- 2.95% |
$32.4K - $36K
|
40.1K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 7.61% |
$33.1K - $36.8K
|
15.2K
$433K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.27K- 7.61% |
$33.8K - $37.6K
|
15.5K
$441K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 10.61% |
$33.8K - $37.6K
|
10.7K
$306K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 1.25% |
$33.9K - $37.7K
|
101K
$2.89M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.32K- 11.53% |
$35.1K - $39K
|
10.1K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.38K- 8.3% |
$36.5K - $40.6K
|
15.2K
$433K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.45K- 17.59% |
$38.4K - $42.7K
|
6.78K
$193K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.5K- 8.53% |
$39.8K - $44.3K
|
16.1K
$459K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.63K- 52.76% |
$43.4K - $48.2K
|
1.46K
$41.7K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 1.33% |
$43.6K - $48.5K
|
122K
$3.49M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.69K- 10.52% |
$45K - $50K
|
14.4K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.7K- 6.34% |
$45.1K - $50.1K
|
25.1K
$716K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.72K- 7.34% |
$45.6K - $50.7K
|
21.7K
$619K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.72K- 39.02% |
$45.8K - $50.9K
|
2.69K
$76.8K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.94K- 8.48% |
$51.4K - $57.1K
|
20.9K
$596K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 7.99% |
$51.5K - $57.2K
|
22.3K
$637K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-2.04K- 10.24% |
$54.1K - $60.1K
|
17.9K
$510K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.15K- 2.48% |
$57.1K - $63.5K
|
84.7K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 17.79% |
$61.7K - $68.5K
|
10.7K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.5K- 10.0% |
$66.4K - $73.8K
|
22.5K
$642K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.68K- 4.11% |
$71K - $78.9K
|
62.5K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.85K- 2.73% |
$75.7K - $84.2K
|
102K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.94K- 1.06% |
$78K - $86.7K
|
273K
$7.8M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.96K- 12.32% |
$78.6K - $87.4K
|
21.1K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.01K- 1.04% |
$79.9K - $88.8K
|
286K
$8.16M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3.25K- 2.45% |
$86.1K - $95.8K
|
129K
$3.69M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.26K- 8.14% |
$86.5K - $96.2K
|
36.8K
$1.05M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.8K- 15.13% |
$101K - $112K
|
21.3K
$609K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.99K- 17.02% |
$106K - $118K
|
19.4K
$554K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.1K- 9.28% |
$109K - $121K
|
40.1K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.22K- 97.26% |
$112K - $124K
|
119
$3.39K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-4.59K- 16.91% |
$122K - $135K
|
22.5K
$643K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.74K- 12.62% |
$126K - $140K
|
32.8K
$936K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.91K- 5.78% |
$130K - $145K
|
79.9K
$2.28M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5.11K- 9.85% |
$136K - $151K
|
46.8K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-5.16K- 18.02% |
$137K - $152K
|
23.5K
$670K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.29K- 91.9% |
$140K - $156K
|
466
$13.3K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.09K- 18.58% |
$161K - $180K
|
26.7K
$761K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.18K- 9.22% |
$164K - $182K
|
60.8K
$1.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.42K- 15.96% |
$170K - $190K
|
33.8K
$965K
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-6.55K- 24.16% |
$174K - $193K
|
20.6K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-6.65K- 77.33% |
$176K - $196K
|
1.95K
$55.6K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-6.65K- 77.33% |
$176K - $196K
|
1.95K
$55.6K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-6.91K- 10.15% |
$183K - $204K
|
61.2K
$1.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.17K- 39.32% |
$190K - $211K
|
11.1K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.45K- 1.69% |
$198K - $220K
|
433K
$12.3M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-8.78K- 93.3% |
$233K - $259K
|
630
$18K
|