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 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
76+ 6.84% |
$2.05K - $2.29K
|
1.19K
$34.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
63+ 0.42% |
$1.7K - $1.9K
|
15.1K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.2% |
$1.54K - $1.72K
|
28.2K
$823K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
52+ 1.6% |
$1.4K - $1.57K
|
3.31K
$96.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
50+ 0.28% |
$1.35K - $1.51K
|
17.6K
$514K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
38+ 0.14% |
$1.02K - $1.14K
|
27K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
37+ 2.61% |
$997 - $1.11K
|
1.46K
$42.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
34New |
$916 - $1.02K
|
34
$992
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 0.15% |
$862 - $963
|
22K
$641K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
29+ 0.2% |
$781 - $873
|
14.3K
$418K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28+ 0.44% |
$754 - $843
|
6.35K
$185K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25+ 0.23% |
$674 - $753
|
10.7K
$313K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 2.69% |
$674 - $753
|
953
$27.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24+ 0.09% |
$647 - $722
|
26.1K
$762K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
18+ 0.15% |
$485 - $542
|
12.2K
$357K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 0.3% |
$323 - $361
|
4K
$117K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
11New |
$296 - $331
|
11
$321
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 2.49% |
$296 - $331
|
452
$13.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 2.51% |
$269 - $301
|
408
$11.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.02% |
$80.8 - $90.3
|
18.6K
$544K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 6.67% |
$26.9 - $30.1
|
16
$467
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$29.2
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$26.9 - $30.1
|
1.81K
$52.9K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1New |
$26.9 - $30.1
|
1
$29.2
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 7.69% |
$26.9 - $30.1
|
14
$409
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1- 0.01% |
$26.9 - $30.1
|
12.1K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-7- 0.03% |
$189 - $211
|
23.7K
$692K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20- 0.02% |
$539 - $602
|
104K
$3.05M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20Closed |
$539 - $602
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-22- 0.63% |
$593 - $662
|
3.45K
$101K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-32- 0.26% |
$862 - $963
|
12.2K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-44- 0.15% |
$1.19K - $1.32K
|
29.4K
$857K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-54- 0.58% |
$1.45K - $1.63K
|
9.3K
$271K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-67- 0.05% |
$1.8K - $2.02K
|
145K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-81- 5.03% |
$2.18K - $2.44K
|
1.53K
$44.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-93- 0.49% |
$2.51K - $2.8K
|
19K
$556K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-100- 0.6% |
$2.69K - $3.01K
|
16.5K
$481K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-100- 0.05% |
$2.69K - $3.01K
|
217K
$6.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-127- 1.03% |
$3.42K - $3.82K
|
12.2K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-149- 0.39% |
$4.01K - $4.48K
|
38.3K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-150Closed |
$4.04K - $4.52K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-154- 1.06% |
$4.15K - $4.64K
|
14.3K
$419K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-199- 0.77% |
$5.36K - $5.99K
|
25.5K
$744K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 9.41% |
$5.39K - $6.02K
|
1.93K
$56.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-268- 19.38% |
$7.22K - $8.07K
|
1.12K
$32.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-287- 0.13% |
$7.73K - $8.64K
|
215K
$6.28M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 0.84% |
$8.19K - $9.15K
|
35.9K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-305- 0.68% |
$8.22K - $9.18K
|
44.7K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-351- 22.88% |
$9.46K - $10.6K
|
1.18K
$34.5K
|