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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4.34K+ 50.4% |
$112K - $124K
|
13K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4.05KNew |
$105K - $116K
|
4.05K
$115K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
3.89K+ 29.45% |
$101K - $111K
|
17.1K
$483K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.89KNew |
$101K - $111K
|
3.89K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.72K+ 40.72% |
$96.2K - $106K
|
12.9K
$363K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.72K+ 40.72% |
$96.2K - $106K
|
12.9K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
3.62K+ 7.65% |
$93.7K - $103K
|
50.9K
$1.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.53K+ 2.89% |
$91.3K - $101K
|
126K
$3.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.46K+ 15.79% |
$89.5K - $98.7K
|
25.4K
$718K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.41K+ 5.27% |
$88.1K - $97.1K
|
68.1K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.39K+ 4.13% |
$87.7K - $96.7K
|
85.6K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.18KNew |
$82.3K - $90.8K
|
3.18K
$90K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.8K+ 1200.86% |
$72.4K - $79.8K
|
3.03K
$85.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.76K+ 104.39% |
$71.4K - $78.7K
|
5.41K
$153K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
2.72K+ 2.79% |
$70.3K - $77.5K
|
100K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.62K+ 6.54% |
$67.8K - $74.8K
|
42.7K
$1.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.62K+ 3.9% |
$67.7K - $74.7K
|
69.8K
$1.97M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.57K+ 11.78% |
$66.5K - $73.3K
|
24.4K
$690K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5K+ 14.31% |
$64.7K - $71.3K
|
20K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
2.5K+ 11.11% |
$64.7K - $71.3K
|
25K
$707K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.37K+ 14.21% |
$61.4K - $67.7K
|
19.1K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.35KNew |
$60.8K - $67.1K
|
2.35K
$66.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
2.3K+ 0.58% |
$59.3K - $65.5K
|
398K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.11K+ 19.14% |
$54.5K - $60.1K
|
13.1K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.76K+ 10.42% |
$45.5K - $50.2K
|
18.7K
$528K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.73K+ 0.74% |
$44.7K - $49.3K
|
235K
$6.64M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.73K+ 1.54% |
$44.7K - $49.3K
|
114K
$3.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.69KNew |
$43.8K - $48.3K
|
1.69K
$47.9K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.5K+ 21.13% |
$38.8K - $42.8K
|
8.6K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.42K+ 4.6% |
$36.7K - $40.5K
|
32.3K
$913K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.42K+ 34.01% |
$36.7K - $40.5K
|
5.59K
$158K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.36K+ 1.7% |
$35.1K - $38.7K
|
80.9K
$2.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.28K+ 2.31% |
$33K - $36.4K
|
56.4K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.27K+ 11.87% |
$32.9K - $36.3K
|
12K
$339K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.22K+ 3.65% |
$31.5K - $34.8K
|
34.6K
$978K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.19K+ 7.85% |
$30.8K - $34K
|
16.4K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.05K+ 1.56% |
$27.2K - $30K
|
68.4K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.04K+ 490.52% |
$26.8K - $29.5K
|
1.25K
$35.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1K+ 2.23% |
$25.9K - $28.5K
|
45.8K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
895New |
$23.1K - $25.5K
|
895
$25.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
891+ 3.29% |
$23K - $25.4K
|
28K
$791K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
826+ 0.87% |
$21.4K - $23.6K
|
95.5K
$2.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
810+ 4.09% |
$20.9K - $23.1K
|
20.6K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
742+ 0.53% |
$19.2K - $21.2K
|
142K
$4.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
731+ 5.39% |
$18.9K - $20.8K
|
14.3K
$404K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
713+ 2.46% |
$18.4K - $20.3K
|
29.6K
$838K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
710+ 4.28% |
$18.4K - $20.2K
|
17.3K
$489K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
704+ 1.57% |
$18.2K - $20.1K
|
45.6K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
700+ 8.59% |
$18.1K - $20K
|
8.85K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
669+ 0.78% |
$17.3K - $19.1K
|
86.3K
$2.44M
|