Purchases and Sales Made in Q2 2023 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q2 2023. 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 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.46MNew |
$37.7M - $41.6M
|
1.46M
$41.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.36M+ 544.21% |
$35.3M - $38.9M
|
1.62M
$45.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.06M+ 2113.52% |
$27.5M - $30.3M
|
1.11M
$31.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
901KNew |
$23.3M - $25.7M
|
901K
$25.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
517K+ 12.31% |
$13.4M - $14.7M
|
4.72M
$133M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
387KNew |
$10M - $11M
|
387K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
273K+ 6.12% |
$7.07M - $7.8M
|
4.74M
$134M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
266K+ 3.68% |
$6.88M - $7.58M
|
7.49M
$212M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
230K+ 7.57% |
$5.95M - $6.56M
|
3.27M
$92.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
203K+ 6.65% |
$5.25M - $5.79M
|
3.25M
$92M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
203KNew |
$5.24M - $5.78M
|
203K
$5.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
201K+ 22.06% |
$5.19M - $5.73M
|
1.11M
$31.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
198K+ 103.15% |
$5.11M - $5.64M
|
389K
$11M
|
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
178K+ 161.07% |
$4.61M - $5.08M
|
289K
$8.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
178K+ 159.4% |
$4.6M - $5.07M
|
289K
$8.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
165KNew |
$4.25M - $4.69M
|
165K
$4.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
144K+ 45.82% |
$3.72M - $4.1M
|
457K
$12.9M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
142K+ 25.42% |
$3.66M - $4.04M
|
698K
$19.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
BUY
|
- |
116K+ 74.14% |
$2.99M - $3.3M
|
271K
$7.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
77.6K+ 236.28% |
$2.01M - $2.21M
|
110K
$3.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
76.8K+ 15.95% |
$1.99M - $2.19M
|
559K
$15.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
74KNew |
$1.91M - $2.11M
|
74K
$2.09M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69.6K+ 6.25% |
$1.8M - $1.98M
|
1.18M
$33.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
66.8K+ 7.77% |
$1.73M - $1.9M
|
926K
$26.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.1K+ 7.6% |
$1.58M - $1.74M
|
865K
$24.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
58.2K+ 102.11% |
$1.5M - $1.66M
|
115K
$3.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
56.7K+ 397.45% |
$1.47M - $1.62M
|
71K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.2KNew |
$1.45M - $1.6M
|
56.2K
$1.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
53.6K+ 7.19% |
$1.39M - $1.53M
|
798K
$22.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
50.3K+ 21.72% |
$1.3M - $1.44M
|
282K
$7.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
48.8KNew |
$1.26M - $1.39M
|
48.8K
$1.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
48.2K+ 21.67% |
$1.25M - $1.38M
|
271K
$7.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.4K+ 2.85% |
$1.23M - $1.35M
|
1.71M
$48.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
46.5K+ 106.1% |
$1.2M - $1.33M
|
90.3K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44.4K+ 4.39% |
$1.15M - $1.27M
|
1.06M
$29.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.3K+ 23.99% |
$1.15M - $1.26M
|
229K
$6.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41.1K+ 6.77% |
$1.06M - $1.17M
|
648K
$18.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
38.5K+ 11.77% |
$996K - $1.1M
|
366K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
35.6K+ 22.05% |
$920K - $1.02M
|
197K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
35.4K+ 152.04% |
$915K - $1.01M
|
58.7K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34.1K+ 138.76% |
$883K - $974K
|
58.7K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
32.3KNew |
$835K - $920K
|
32.3K
$912K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.6K+ 2.25% |
$817K - $901K
|
1.44M
$40.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.1K+ 16.84% |
$805K - $888K
|
216K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.3K+ 4.78% |
$783K - $864K
|
664K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.9K+ 4.39% |
$772K - $852K
|
710K
$20.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.3K+ 33.67% |
$757K - $835K
|
116K
$3.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
28.2K+ 6.78% |
$730K - $805K
|
445K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
27.6K+ 36.92% |
$714K - $787K
|
102K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.2K+ 4.3% |
$702K - $775K
|
659K
$18.6M
|