Purchases and Sales Made in Q2 2024 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q2 2024. 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 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
7.07M+ 2667.0% |
$190M - $213M
|
7.33M
$207M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
277KNew |
$7.47M - $8.35M
|
277K
$7.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
198K+ 1.86% |
$5.34M - $5.96M
|
10.8M
$306M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
156K+ 8.6% |
$4.21M - $4.71M
|
1.98M
$55.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
155K+ 7.51% |
$4.17M - $4.66M
|
2.22M
$62.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
142KNew |
$3.84M - $4.29M
|
142K
$4.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
140K+ 34.44% |
$3.78M - $4.22M
|
548K
$15.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105K+ 13.97% |
$2.82M - $3.15M
|
855K
$24.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
103KNew |
$2.77M - $3.1M
|
103K
$2.91M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
97.8KNew |
$2.63M - $2.94M
|
97.8K
$2.76M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
87.1KNew |
$2.35M - $2.62M
|
87.1K
$2.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.4K+ 9.72% |
$1.9M - $2.12M
|
795K
$22.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
70.1KNew |
$1.89M - $2.11M
|
70.1K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
52.9K+ 21.8% |
$1.43M - $1.59M
|
296K
$8.36M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
38.3K+ 124.21% |
$1.03M - $1.15M
|
69.1K
$1.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
34.3K+ 157.4% |
$923K - $1.03M
|
56K
$1.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
32.3K+ 18.02% |
$871K - $973K
|
212K
$5.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
30.8K+ 167.14% |
$829K - $926K
|
49.2K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29.7KNew |
$800K - $894K
|
29.7K
$839K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
28.5K+ 5.17% |
$768K - $858K
|
579K
$16.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
27K+ 208.67% |
$728K - $814K
|
40K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.3K+ 807.1% |
$707K - $790K
|
29.5K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.3K+ 43.7% |
$656K - $733K
|
80K
$2.26M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
24.2KNew |
$653K - $729K
|
24.2K
$685K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
23.8K+ 150.93% |
$640K - $715K
|
39.5K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23KNew |
$620K - $693K
|
23K
$651K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
22.7K+ 10.57% |
$611K - $683K
|
237K
$6.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.6KNew |
$609K - $681K
|
22.6K
$639K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
22.3K+ 100.03% |
$600K - $671K
|
44.6K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.8K+ 24.22% |
$533K - $595K
|
101K
$2.87M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.3KNew |
$519K - $580K
|
19.3K
$545K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
19.2KNew |
$518K - $579K
|
19.2K
$543K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.2K+ 27.45% |
$518K - $578K
|
89.2K
$2.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19KNew |
$512K - $572K
|
19K
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.1K+ 25.49% |
$488K - $545K
|
89.2K
$2.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
18K+ 4.79% |
$485K - $542K
|
394K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.2K+ 25.49% |
$463K - $518K
|
84.7K
$2.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.3KNew |
$438K - $489K
|
16.3K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$402K - $449K
|
14.9K
$422K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
14K+ 15.63% |
$376K - $420K
|
103K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.4K+ 10.51% |
$361K - $404K
|
141K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13K+ 27.9% |
$351K - $392K
|
59.7K
$1.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12.7K+ 5.5% |
$341K - $381K
|
243K
$6.87M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
12.6K+ 53.1% |
$339K - $378K
|
36.2K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$330K - $368K
|
12.2K
$346K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
12.2KNew |
$328K - $366K
|
12.2K
$344K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.2K+ 100.0% |
$302K - $337K
|
22.4K
$633K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10.5K+ 18.71% |
$284K - $317K
|
66.9K
$1.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.4KNew |
$281K - $314K
|
10.4K
$294K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.3K+ 35.24% |
$276K - $309K
|
39.4K
$1.11M
|