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 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-47.8K- 22.19% |
$1.24M - $1.36M
|
168K
$4.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-50.2K- 10.76% |
$1.3M - $1.43M
|
416K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-50.7K- 70.02% |
$1.31M - $1.44M
|
21.7K
$613K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-53.9K- 40.05% |
$1.39M - $1.54M
|
80.7K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-65.1K- 4.6% |
$1.68M - $1.86M
|
1.35M
$38.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-70K- 52.63% |
$1.81M - $2M
|
63K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74.1K- 28.6% |
$1.92M - $2.11M
|
185K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-94.9K- 86.0% |
$2.45M - $2.71M
|
15.5K
$437K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-101K- 7.86% |
$2.61M - $2.88M
|
1.18M
$33.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-123K- 19.4% |
$3.18M - $3.51M
|
511K
$14.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-138K- 4.31% |
$3.56M - $3.93M
|
3.06M
$86.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-177K- 22.13% |
$4.58M - $5.05M
|
623K
$17.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-196K- 95.86% |
$5.08M - $5.6M
|
8.48K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-230K- 86.33% |
$5.95M - $6.56M
|
36.4K
$1.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-278K- 9.94% |
$7.18M - $7.92M
|
2.51M
$71.1M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-278K- 9.94% |
$7.18M - $7.92M
|
2.51M
$71.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-306K- 9.93% |
$7.92M - $8.73M
|
2.78M
$78.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-964K- 6.28% |
$24.9M - $27.5M
|
14.4M
$407M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.56M- 82.2% |
$40.2M - $44.4M
|
337K
$9.52M
|