Purchases and Sales Made in Q1 2024 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q1 2024. 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 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
16K+ 39.77% |
$432K - $451K
|
56.4K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
12.5K+ 1.05% |
$336K - $351K
|
1.2M
$32.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.9KNew |
$321K - $335K
|
11.9K
$323K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.8K+ 118.87% |
$319K - $332K
|
21.8K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4K+ 2.43% |
$308K - $322K
|
483K
$13.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 23.67% |
$307K - $320K
|
59.5K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.2K+ 8.65% |
$274K - $286K
|
128K
$3.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
10.1K+ 2.76% |
$272K - $284K
|
376K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10K+ 9.32% |
$270K - $282K
|
117K
$3.19M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.68KNew |
$261K - $272K
|
9.68K
$263K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.27KNew |
$250K - $261K
|
9.27K
$252K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
8.94K+ 14.02% |
$241K - $252K
|
72.7K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.5KNew |
$229K - $239K
|
8.5K
$231K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.5KNew |
$229K - $239K
|
8.5K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.3KNew |
$224K - $233K
|
8.3K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.27KNew |
$223K - $233K
|
8.27K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.85KNew |
$212K - $221K
|
7.85K
$213K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.42K+ 6.89% |
$200K - $209K
|
115K
$3.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.19KNew |
$194K - $202K
|
7.19K
$195K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
7.12K+ 8.07% |
$192K - $200K
|
95.4K
$2.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6.56K+ 5.71% |
$177K - $184K
|
121K
$3.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.48K+ 7.13% |
$175K - $182K
|
97.4K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.35K+ 12.87% |
$171K - $179K
|
55.7K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.05K+ 65.18% |
$163K - $170K
|
15.3K
$416K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.01K+ 2.88% |
$162K - $169K
|
215K
$5.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
6K+ 43.99% |
$162K - $169K
|
19.6K
$533K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.58K+ 2.95% |
$150K - $157K
|
195K
$5.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.35K+ 17.32% |
$144K - $150K
|
36.2K
$983K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.32K+ 8.37% |
$143K - $150K
|
68.8K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.23K+ 5.23% |
$141K - $147K
|
105K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.15K+ 1131.43% |
$139K - $145K
|
5.6K
$152K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
5.03K+ 10.62% |
$136K - $141K
|
52.4K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.63K+ 17.48% |
$125K - $130K
|
31.1K
$845K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.55K+ 5.91% |
$123K - $128K
|
81.6K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.27K+ 12.4% |
$115K - $120K
|
38.7K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.82K+ 7.64% |
$103K - $107K
|
53.8K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.67K+ 2.2% |
$98.9K - $103K
|
171K
$4.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.56K+ 836.62% |
$96K - $100K
|
3.99K
$108K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.48K+ 13.85% |
$93.9K - $98K
|
28.6K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.41K+ 11.43% |
$92K - $96K
|
33.3K
$904K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.38KNew |
$91.1K - $95.1K
|
3.38K
$91.9K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.35K+ 14.98% |
$90.3K - $94.3K
|
25.7K
$699K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 13.62% |
$89.3K - $93.2K
|
27.6K
$751K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.3K+ 21.43% |
$88.9K - $92.8K
|
18.7K
$508K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.28K+ 10.41% |
$88.4K - $92.3K
|
34.8K
$945K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.22K+ 26.56% |
$86.9K - $90.7K
|
15.4K
$417K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.04K+ 14.71% |
$81.8K - $85.4K
|
23.7K
$643K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.96K+ 35.29% |
$79.6K - $83.1K
|
11.3K
$308K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.91K+ 4.28% |
$78.4K - $81.8K
|
70.8K
$1.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.76K+ 2.39% |
$74.3K - $77.6K
|
118K
$3.2M
|