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 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.71K- 5.43% |
$262K - $273K
|
169K
$4.59M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.75K- 27.5% |
$263K - $274K
|
25.7K
$698K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11.2K- 50.0% |
$302K - $315K
|
11.2K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-11.3K- 1.32% |
$304K - $317K
|
843K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-11.3K- 3.83% |
$304K - $318K
|
284K
$7.7M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.4K- 20.92% |
$333K - $347K
|
46.7K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-13.9K- 12.64% |
$373K - $390K
|
95.8K
$2.6M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15K- 20.13% |
$404K - $422K
|
59.5K
$1.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-15.4K- 4.0% |
$415K - $434K
|
370K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 23.53% |
$423K - $442K
|
51K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16.8K- 4.08% |
$452K - $471K
|
394K
$10.7M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.9K- 11.1% |
$454K - $474K
|
135K
$3.67M
|
|
|
May 08, 2024
Q1 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-17.1K- 6.07% |
$462K - $482K
|
265K
$7.2M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-17.8K- 9.55% |
$480K - $501K
|
169K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-18.2K- 14.04% |
$490K - $511K
|
111K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.9K- 13.1% |
$591K - $617K
|
146K
$3.95M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-22.3K- 50.0% |
$601K - $627K
|
22.3K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.7K- 4.03% |
$611K - $638K
|
539K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-25.2K- 18.77% |
$679K - $709K
|
109K
$2.96M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-26.1K- 9.56% |
$704K - $735K
|
247K
$6.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-27.2K- 5.95% |
$734K - $766K
|
430K
$11.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-31K- 40.59% |
$836K - $872K
|
45.4K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-32.7K- 94.75% |
$881K - $919K
|
1.81K
$49.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.5K- 1.42% |
$930K - $971K
|
2.4M
$65.1M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-36.6K- 5.66% |
$985K - $1.03M
|
609K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-36.8K- 72.65% |
$991K - $1.03M
|
13.8K
$376K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36.9K- 24.1% |
$994K - $1.04M
|
116K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-38.6K- 5.67% |
$1.04M - $1.09M
|
643K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-40.8K- 12.18% |
$1.1M - $1.15M
|
294K
$7.98M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44.4K- 4.02% |
$1.2M - $1.25M
|
1.06M
$28.8M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-50.4K- 17.2% |
$1.36M - $1.42M
|
243K
$6.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-61.1K- 20.02% |
$1.65M - $1.72M
|
244K
$6.62M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64.4K- 11.52% |
$1.73M - $1.81M
|
495K
$13.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-68.1K- 56.15% |
$1.83M - $1.91M
|
53.2K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.6K- 11.3% |
$1.98M - $2.07M
|
578K
$15.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-76.1K- 9.51% |
$2.05M - $2.14M
|
724K
$19.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.3K- 1.21% |
$2.22M - $2.32M
|
6.7M
$182M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.3K- 1.21% |
$2.22M - $2.32M
|
6.7M
$182M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-90.6K- 89.08% |
$2.44M - $2.55M
|
11.1K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-91.8K- 33.21% |
$2.47M - $2.58M
|
185K
$5.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-92.8K- 8.07% |
$2.5M - $2.61M
|
1.06M
$28.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96.2K- 19.22% |
$2.59M - $2.71M
|
404K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-103K- 79.27% |
$2.79M - $2.91M
|
27K
$734K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-104K- 15.55% |
$2.81M - $2.93M
|
566K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-115K- 47.11% |
$3.1M - $3.24M
|
129K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-148K- 29.34% |
$3.99M - $4.17M
|
357K
$9.69M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-151K- 16.79% |
$4.08M - $4.26M
|
750K
$20.4M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-224K- 10.94% |
$6.03M - $6.29M
|
1.82M
$49.4M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-232K- 61.54% |
$6.26M - $6.54M
|
145K
$3.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-249K- 48.28% |
$6.72M - $7.01M
|
267K
$7.25M
|