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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.77KNew |
$263K - $294K
|
9.77K
$276K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.93K+ 9.17% |
$241K - $269K
|
106K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.86KNew |
$239K - $267K
|
8.86K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.83KNew |
$238K - $266K
|
8.83K
$250K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
8.37KNew |
$225K - $252K
|
8.37K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.93K+ 2.7% |
$214K - $239K
|
301K
$8.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.78K+ 14.28% |
$210K - $234K
|
62.2K
$1.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.6KNew |
$205K - $229K
|
7.6K
$215K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.48K+ 4.56% |
$202K - $225K
|
172K
$4.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.24KNew |
$195K - $218K
|
7.24K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.83K+ 5.88% |
$184K - $206K
|
123K
$3.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.1K+ 22.25% |
$164K - $183K
|
33.5K
$947K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.73K+ 42.44% |
$154K - $172K
|
19.2K
$543K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.71K+ 19.12% |
$154K - $172K
|
35.5K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 99.59% |
$150K - $168K
|
11.2K
$316K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.37KNew |
$145K - $162K
|
5.37K
$152K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.26K+ 8.67% |
$142K - $158K
|
66K
$1.86M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.25K+ 21.86% |
$141K - $158K
|
29.3K
$827K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
5K+ 1.27% |
$135K - $151K
|
398K
$11.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.92K+ 2.88% |
$133K - $148K
|
176K
$4.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.75K+ 66.08% |
$128K - $143K
|
11.9K
$337K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.71K+ 12.14% |
$127K - $142K
|
43.5K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.62K+ 6.16% |
$125K - $139K
|
79.6K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.53K+ 35.87% |
$122K - $136K
|
17.2K
$485K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.14K+ 6.08% |
$111K - $125K
|
72.2K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.37K+ 21.97% |
$90.7K - $101K
|
18.7K
$528K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.13K+ 15.92% |
$84.2K - $94.1K
|
22.8K
$644K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.99K+ 129.07% |
$80.5K - $89.9K
|
5.3K
$150K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.99K+ 21.13% |
$80.4K - $89.9K
|
17.1K
$484K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.84K+ 11.99% |
$76.5K - $85.5K
|
26.5K
$750K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.78K+ 10.05% |
$74.8K - $83.6K
|
30.4K
$860K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.72K+ 2.12% |
$73.3K - $81.9K
|
131K
$3.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.65K+ 2650.0% |
$71.4K - $79.8K
|
2.75K
$77.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.44K+ 65.82% |
$65.8K - $73.5K
|
6.15K
$174K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.38K+ 1.96% |
$64K - $71.5K
|
124K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 1.98% |
$61.4K - $68.6K
|
117K
$3.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.09K+ 6.18% |
$56.3K - $62.9K
|
35.9K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.06K+ 0.17% |
$55.6K - $62.1K
|
1.2M
$33.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.01K+ 15.11% |
$54.2K - $60.6K
|
15.3K
$433K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.01K+ 3.38% |
$54.2K - $60.6K
|
61.5K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.75K+ 2.79% |
$47.1K - $52.6K
|
64.4K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.71K+ 6.09% |
$46.1K - $51.5K
|
29.8K
$842K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 3.84% |
$45.2K - $50.5K
|
45.4K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
1.58K+ 3.02% |
$42.6K - $47.6K
|
54K
$1.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.55K+ 6.11% |
$41.7K - $46.6K
|
26.9K
$759K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.33K+ 13.84% |
$35.9K - $40.1K
|
11K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 7.25% |
$33.7K - $37.7K
|
18.5K
$523K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.09K+ 11.3% |
$29.5K - $32.9K
|
10.8K
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 10.5% |
$28.5K - $31.9K
|
11.1K
$315K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.05K+ 1.98% |
$28.3K - $31.7K
|
54.2K
$1.53M
|