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 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.02K+ 3.07% |
$27.6K - $30.8K
|
34.3K
$970K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 4.44% |
$26.9K - $30.1K
|
23.5K
$664K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$26.9K - $30.1K
|
1K
$28.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
965+ 11.47% |
$26K - $29K
|
9.38K
$265K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
925+ 0.64% |
$24.9K - $27.8K
|
146K
$4.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
755+ 8.09% |
$20.3K - $22.7K
|
10.1K
$285K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
750New |
$20.2K - $22.6K
|
750
$21.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
689+ 2.41% |
$18.6K - $20.7K
|
29.3K
$829K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
680New |
$18.3K - $20.5K
|
680
$19.2K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
670+ 13.94% |
$18K - $20.2K
|
5.48K
$155K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
649New |
$17.5K - $19.5K
|
649
$18.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
634+ 1.74% |
$17.1K - $19.1K
|
37K
$1.05M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
600+ 2.74% |
$16.2K - $18.1K
|
22.5K
$636K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
475New |
$12.8K - $14.3K
|
475
$13.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
451+ 4.23% |
$12.1K - $13.6K
|
11.1K
$314K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
437+ 2.33% |
$11.8K - $13.2K
|
19.2K
$542K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
424+ 2.73% |
$11.4K - $12.8K
|
15.9K
$451K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
422+ 2.0% |
$11.4K - $12.7K
|
21.5K
$609K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
410+ 3.74% |
$11K - $12.3K
|
11.4K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
402+ 2.2% |
$10.8K - $12.1K
|
18.7K
$529K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
384New |
$10.3K - $11.6K
|
384
$10.9K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
378New |
$10.2K - $11.4K
|
378
$10.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
355+ 3.13% |
$9.56K - $10.7K
|
11.7K
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
353+ 35300.0% |
$9.51K - $10.6K
|
354
$10K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
348+ 124.29% |
$9.38K - $10.5K
|
628
$17.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
339New |
$9.13K - $10.2K
|
339
$9.58K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
331+ 1.76% |
$8.92K - $9.96K
|
19.1K
$540K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
258+ 0.38% |
$6.95K - $7.77K
|
67.3K
$1.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
256+ 1.08% |
$6.9K - $7.71K
|
23.9K
$674K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
245New |
$6.6K - $7.37K
|
245
$6.93K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
234+ 4.38% |
$6.3K - $7.04K
|
5.58K
$158K
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
230+ 1.4% |
$6.2K - $6.92K
|
16.6K
$470K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
220+ 2.21% |
$5.93K - $6.62K
|
10.2K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
216+ 10800.0% |
$5.82K - $6.5K
|
218
$6.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
215+ 2.59% |
$5.79K - $6.47K
|
8.51K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
210New |
$5.66K - $6.32K
|
210
$5.94K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
210+ 2.32% |
$5.66K - $6.32K
|
9.26K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
209+ 11.2% |
$5.63K - $6.29K
|
2.08K
$58.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
205+ 3.02% |
$5.52K - $6.17K
|
7K
$198K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
189+ 2.45% |
$5.09K - $5.69K
|
7.9K
$223K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
183+ 0.14% |
$4.93K - $5.51K
|
131K
$3.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
160New |
$4.31K - $4.82K
|
160
$4.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
155+ 0.28% |
$4.18K - $4.67K
|
56.5K
$1.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
100+ 0.97% |
$2.69K - $3.01K
|
10.4K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 5.93% |
$2.69K - $3.01K
|
1.79K
$50.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
100+ 0.31% |
$2.69K - $3.01K
|
32.4K
$915K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
90New |
$2.42K - $2.71K
|
90
$2.54K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
85+ 1.46% |
$2.29K - $2.56K
|
5.91K
$167K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
78+ 1.09% |
$2.1K - $2.35K
|
7.24K
$205K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
76+ 6.84% |
$2.05K - $2.29K
|
1.19K
$33.6K
|