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 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
20+ 0.13% |
$539 - $563
|
15K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 0.49% |
$431 - $450
|
3.26K
$88.5K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.08% |
$404 - $422
|
18.8K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$377 - $394
|
14
$380
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12+ 0.85% |
$323 - $338
|
1.42K
$38.5K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11+ 0.07% |
$296 - $309
|
15.7K
$426K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.16% |
$296 - $309
|
6.8K
$185K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 0.66% |
$270 - $281
|
1.53K
$41.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 1.28% |
$270 - $281
|
790
$21.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.87% |
$216 - $225
|
928
$25.2K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8+ 0.07% |
$216 - $225
|
10.7K
$290K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
6+ 0.05% |
$162 - $169
|
12.2K
$332K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.93% |
$135 - $141
|
545
$14.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.04% |
$108 - $113
|
10.2K
$277K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 1.02% |
$108 - $113
|
398
$10.8K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3+ 0.03% |
$80.9 - $84.4
|
9.8K
$266K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 1.03% |
$53.9 - $56.3
|
196
$5.32K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$53.9 - $56.3
|
2
$54.3
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.01% |
$27 - $28.1
|
9.11K
$248K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- 1.69% |
$27 - $28.1
|
58
$1.58K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-19- 0.07% |
$512 - $534
|
26.1K
$708K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.17% |
$566 - $591
|
12.6K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-22- 0.13% |
$593 - $619
|
17.5K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.05% |
$620 - $647
|
44.4K
$1.21M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-47- 0.43% |
$1.27K - $1.32K
|
10.9K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-50- 0.34% |
$1.35K - $1.41K
|
14.7K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-51- 0.44% |
$1.37K - $1.43K
|
11.5K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-55- 0.03% |
$1.48K - $1.55K
|
215K
$5.85M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-72- 0.99% |
$1.94K - $2.03K
|
7.17K
$195K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-77- 0.56% |
$2.08K - $2.17K
|
13.8K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-77- 18.97% |
$2.08K - $2.17K
|
329
$8.94K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 50.0% |
$2.7K - $2.81K
|
100
$2.72K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-108- 5.04% |
$2.91K - $3.04K
|
2.04K
$55.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-114- 0.93% |
$3.07K - $3.21K
|
12.1K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-115- 11.13% |
$3.1K - $3.23K
|
918
$24.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-130- 0.83% |
$3.5K - $3.66K
|
15.5K
$422K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-145- 36.25% |
$3.91K - $4.08K
|
255
$6.93K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-151- 1.44% |
$4.07K - $4.25K
|
10.3K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-165- 8.92% |
$4.45K - $4.64K
|
1.69K
$45.8K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-175- 0.29% |
$4.72K - $4.92K
|
60.7K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 2.92% |
$5.12K - $5.34K
|
6.32K
$172K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-190- 7.58% |
$5.12K - $5.34K
|
2.32K
$62.9K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 43.76% |
$5.39K - $5.63K
|
257
$6.98K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-211- 1.54% |
$5.69K - $5.94K
|
13.5K
$366K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-217- 0.73% |
$5.85K - $6.1K
|
29.4K
$799K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-235- 59.05% |
$6.33K - $6.61K
|
163
$4.43K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-259- 9.3% |
$6.98K - $7.29K
|
2.53K
$68.6K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-286- 1.19% |
$7.71K - $8.05K
|
23.7K
$644K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-291- 3.64% |
$7.84K - $8.19K
|
7.71K
$210K
|