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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
253+ 0.21% |
$6.79K - $8.1K
|
123K
$3.47M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
250+ 88.97% |
$6.71K - $8K
|
531
$15K
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
226+ 3.05% |
$6.07K - $7.23K
|
7.64K
$216K
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
204+ 1.45% |
$5.48K - $6.53K
|
14.2K
$402K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
203+ 2.31% |
$5.45K - $6.5K
|
9K
$254K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
200New |
$5.37K - $6.4K
|
200
$5.65K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
198+ 2.13% |
$5.31K - $6.34K
|
9.48K
$268K
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
198+ 0.63% |
$5.31K - $6.34K
|
31.6K
$892K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
184+ 1.47% |
$4.94K - $5.89K
|
12.7K
$359K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
180+ 56.07% |
$4.83K - $5.76K
|
501
$14.2K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
180+ 4.54% |
$4.83K - $5.76K
|
4.14K
$117K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
178+ 0.69% |
$4.78K - $5.7K
|
25.9K
$733K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
148New |
$3.97K - $4.74K
|
148
$4.18K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
133+ 0.76% |
$3.57K - $4.26K
|
17.6K
$498K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
107+ 17.12% |
$2.87K - $3.42K
|
732
$20.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
101+ 0.26% |
$2.71K - $3.23K
|
39.1K
$1.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
87+ 7.57% |
$2.34K - $2.78K
|
1.24K
$35K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
85New |
$2.28K - $2.72K
|
85
$2.4K
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
70New |
$1.88K - $2.24K
|
70
$1.98K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
55+ 2.0% |
$1.48K - $1.76K
|
2.8K
$79.2K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
48+ 1.53% |
$1.29K - $1.54K
|
3.18K
$89.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
47+ 0.61% |
$1.26K - $1.5K
|
7.76K
$219K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39+ 2.27% |
$1.05K - $1.25K
|
1.75K
$49.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
35+ 0.6% |
$939 - $1.12K
|
5.83K
$165K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
33+ 0.17% |
$886 - $1.06K
|
19K
$538K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
33+ 0.94% |
$886 - $1.06K
|
3.55K
$100K
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
27+ 0.33% |
$725 - $864
|
8.32K
$235K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23+ 1.66% |
$617 - $736
|
1.41K
$39.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
23+ 1.16% |
$617 - $736
|
2.01K
$56.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 0.16% |
$564 - $672
|
12.9K
$364K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
16+ 2.31% |
$429 - $512
|
708
$20K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15+ 0.16% |
$403 - $480
|
9.13K
$258K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 1.02% |
$376 - $448
|
1.39K
$39.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
14+ 0.13% |
$376 - $448
|
11.2K
$316K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 1.37% |
$322 - $384
|
888
$25.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
10+ 0.03% |
$268 - $320
|
38.1K
$1.08M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 2.31% |
$215 - $256
|
354
$10K
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5+ 0.03% |
$134 - $160
|
16.3K
$461K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.78% |
$80.5 - $96
|
111
$3.14K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$53.7 - $64
|
34.5K
$976K
|
|
|
Sep 02, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-4Closed |
$107 - $128
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-9Closed |
$242 - $288
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-13- 0.13% |
$349 - $416
|
10K
$284K
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-13- 0.13% |
$349 - $416
|
10.1K
$285K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-16- 0.3% |
$429 - $512
|
5.36K
$151K
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-18- 0.09% |
$483 - $576
|
21.1K
$595K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-21Closed |
$564 - $672
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-30Closed |
$805 - $960
|
0
$0
|