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 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-56- 0.21% |
$1.5K - $1.79K
|
26.7K
$755K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-61- 1.36% |
$1.64K - $1.95K
|
4.43K
$125K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-68- 0.43% |
$1.83K - $2.18K
|
15.7K
$445K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-79Closed |
$2.12K - $2.53K
|
0
$0
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-81- 0.97% |
$2.17K - $2.59K
|
8.23K
$233K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-110Closed |
$2.95K - $3.52K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-124- 0.66% |
$3.33K - $3.97K
|
18.8K
$532K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-150- 1.59% |
$4.03K - $4.8K
|
9.3K
$263K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-170- 1.1% |
$4.56K - $5.44K
|
15.3K
$432K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-170- 1.91% |
$4.56K - $5.44K
|
8.72K
$247K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-189- 0.32% |
$5.07K - $6.05K
|
58.1K
$1.64M
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-197- 0.95% |
$5.29K - $6.3K
|
20.5K
$579K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-202- 2.51% |
$5.42K - $6.46K
|
7.85K
$222K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-232- 1.72% |
$6.23K - $7.42K
|
13.3K
$375K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-244- 2.16% |
$6.55K - $7.81K
|
11K
$312K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-250- 2.15% |
$6.71K - $8K
|
11.4K
$322K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-252Closed |
$6.76K - $8.06K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-260Closed |
$6.98K - $8.32K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-277- 1.14% |
$7.43K - $8.86K
|
24K
$679K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-286- 1.97% |
$7.68K - $9.15K
|
14.2K
$402K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-296- 5.96% |
$7.94K - $9.47K
|
4.67K
$132K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-304- 50.33% |
$8.16K - $9.73K
|
300
$8.48K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-325- 33.33% |
$8.72K - $10.4K
|
650
$18.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-335- 0.89% |
$8.99K - $10.7K
|
37.5K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-349Closed |
$9.37K - $11.2K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-364- 3.56% |
$9.77K - $11.6K
|
9.85K
$279K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-370Closed |
$9.93K - $11.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-376- 5.0% |
$10.1K - $12K
|
7.14K
$202K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-389- 3.59% |
$10.4K - $12.4K
|
10.5K
$296K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-400- 13.81% |
$10.7K - $12.8K
|
2.5K
$70.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 1.92% |
$10.7K - $12.8K
|
20.4K
$577K
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-450- 1.05% |
$12.1K - $14.4K
|
42.6K
$1.2M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-465- 7.05% |
$12.5K - $14.9K
|
6.13K
$173K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-486- 2.01% |
$13K - $15.6K
|
23.6K
$668K
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-500- 3.94% |
$13.4K - $16K
|
12.2K
$345K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 83.33% |
$13.4K - $16K
|
100
$2.83K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-505- 3.76% |
$13.6K - $16.2K
|
12.9K
$365K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-509- 2.94% |
$13.7K - $16.3K
|
16.8K
$476K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-589- 3.46% |
$15.8K - $18.8K
|
16.4K
$465K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-600- 4.67% |
$16.1K - $19.2K
|
12.3K
$346K
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-610- 15.8% |
$16.4K - $19.5K
|
3.25K
$91.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-635- 7.03% |
$17K - $20.3K
|
8.39K
$237K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-666- 3.47% |
$17.9K - $21.3K
|
18.6K
$524K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-685- 7.6% |
$18.4K - $21.9K
|
8.33K
$235K
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-720- 2.94% |
$19.3K - $23K
|
23.8K
$672K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-755- 7.09% |
$20.3K - $24.2K
|
9.89K
$280K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-779- 5.9% |
$20.9K - $24.9K
|
12.4K
$351K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-787- 30.89% |
$21.1K - $25.2K
|
1.76K
$49.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-809Closed |
$21.7K - $25.9K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-809- 6.41% |
$21.7K - $25.9K
|
11.8K
$334K
|