Purchases and Sales Made in Q2 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8.71K+ 33.7% |
$234K - $279K
|
34.5K
$1.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.69K+ 100.64% |
$233K - $278K
|
17.3K
$506K
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.15K+ 6.51% |
$219K - $261K
|
133K
$3.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.92KNew |
$213K - $253K
|
7.92K
$231K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7.7K+ 2.97% |
$207K - $246K
|
266K
$7.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.69KNew |
$206K - $246K
|
7.69K
$225K
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.5K+ 9.87% |
$201K - $240K
|
83.5K
$2.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.42KNew |
$199K - $237K
|
7.42K
$216K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.41K+ 78.27% |
$199K - $237K
|
16.9K
$493K
|
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
7.17K+ 16.59% |
$192K - $230K
|
50.4K
$1.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.08K+ 43.26% |
$190K - $227K
|
23.5K
$685K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.98K+ 43.91% |
$187K - $223K
|
22.9K
$668K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.84K+ 5.26% |
$184K - $219K
|
137K
$3.99M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.69K+ 56.17% |
$179K - $214K
|
18.6K
$543K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
6.1K+ 9.59% |
$164K - $195K
|
69.7K
$2.03M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.07K+ 2.65% |
$163K - $194K
|
235K
$6.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.76K+ 83.38% |
$155K - $184K
|
12.7K
$370K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.71K+ 1.3% |
$153K - $183K
|
444K
$13M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.12K+ 12.77% |
$137K - $164K
|
45.2K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.1K+ 6.78% |
$137K - $163K
|
80.3K
$2.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.01K+ 6.63% |
$135K - $160K
|
80.6K
$2.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5KNew |
$134K - $160K
|
5K
$146K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
4.83K+ 1.39% |
$130K - $155K
|
351K
$10.3M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
4.64K+ 20.45% |
$125K - $149K
|
27.3K
$798K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.43K+ 14.24% |
$119K - $142K
|
35.6K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.23K+ 66.46% |
$114K - $135K
|
10.6K
$309K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
4.03K+ 32.7% |
$108K - $129K
|
16.4K
$478K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.85K+ 36.29% |
$103K - $123K
|
14.4K
$422K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.84K+ 0.47% |
$103K - $123K
|
815K
$23.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.8K+ 37.62% |
$102K - $122K
|
13.9K
$406K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.75KNew |
$101K - $120K
|
3.75K
$109K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
3.74K+ 14.93% |
$100K - $120K
|
28.8K
$839K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.67K+ 48.28% |
$98.4K - $117K
|
11.3K
$329K
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.62K+ 2.09% |
$97.1K - $116K
|
177K
$5.17M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.56K+ 2615.44% |
$95.5K - $114K
|
3.69K
$108K
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.54K+ 18.24% |
$95K - $113K
|
22.9K
$669K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.53K+ 3.77% |
$94.9K - $113K
|
97.2K
$2.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.51K+ 76.12% |
$94.2K - $112K
|
8.12K
$237K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.43K+ 14.48% |
$92.1K - $110K
|
27.1K
$792K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.39K+ 11.25% |
$91K - $108K
|
33.5K
$978K
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.33K+ 5.67% |
$89.3K - $106K
|
62.1K
$1.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.3K+ 16.26% |
$88.7K - $106K
|
23.6K
$689K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.23K+ 12.66% |
$86.8K - $103K
|
28.8K
$840K
|
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.2K+ 16.14% |
$86K - $102K
|
23.1K
$673K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.19K+ 5.79% |
$85.5K - $102K
|
58.2K
$1.7M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.02K+ 13.12% |
$81.1K - $96.7K
|
26.1K
$761K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.99KNew |
$80.3K - $95.7K
|
2.99K
$87.3K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.97K+ 18.68% |
$79.6K - $94.9K
|
18.8K
$550K
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.95K+ 13.81% |
$79.3K - $94.5K
|
24.3K
$711K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
2.79K+ 6.16% |
$74.8K - $89.2K
|
48.1K
$1.4M
|