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 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-416- 2.68% |
$11.2K - $12.5K
|
15.1K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-471- 4.08% |
$12.7K - $14.2K
|
11.1K
$312K
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-485- 5.37% |
$13.1K - $14.6K
|
8.56K
$241K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-508- 1.63% |
$13.7K - $15.3K
|
30.6K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-520- 33.61% |
$14K - $15.7K
|
1.03K
$29K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-544- 1.56% |
$14.7K - $16.4K
|
34.3K
$966K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-575- 1.3% |
$15.5K - $17.3K
|
43.8K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-624- 1.81% |
$16.8K - $18.8K
|
33.9K
$956K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-672- 2.71% |
$18.1K - $20.2K
|
24.2K
$681K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-689- 5.22% |
$18.6K - $20.7K
|
12.5K
$353K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-737- 5.57% |
$19.9K - $22.2K
|
12.5K
$352K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-747- 4.78% |
$20.1K - $22.5K
|
14.9K
$420K
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-766- 3.54% |
$20.6K - $23.1K
|
20.9K
$589K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-792- 8.08% |
$21.3K - $23.8K
|
9.01K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-824- 93.53% |
$22.2K - $24.8K
|
57
$1.61K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-858- 9.9% |
$23.1K - $25.8K
|
7.81K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-895- 5.24% |
$24.1K - $26.9K
|
16.2K
$456K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-900- 0.85% |
$24.2K - $27.1K
|
104K
$2.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1K- 59.45% |
$26.9K - $30.1K
|
682
$19.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.04K- 2.54% |
$28.1K - $31.4K
|
39.9K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.08K- 3.22% |
$29K - $32.4K
|
32.4K
$913K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.1K- 9.52% |
$29.5K - $33K
|
10.4K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-1.1K- 3.96% |
$29.7K - $33.1K
|
26.7K
$752K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.16K- 18.12% |
$31.2K - $34.9K
|
5.23K
$148K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.16K- 2.58% |
$31.2K - $34.9K
|
43.7K
$1.23M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.17K- 4.53% |
$31.4K - $35.1K
|
24.6K
$693K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.19K- 3.71% |
$31.9K - $35.7K
|
30.7K
$867K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.24K- 12.19% |
$33.5K - $37.4K
|
8.95K
$253K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.28K- 4.58% |
$34.6K - $38.6K
|
26.8K
$755K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.35K- 1.65% |
$36.3K - $40.5K
|
80.2K
$2.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.39K- 2.75% |
$37.5K - $41.9K
|
49.3K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.46K- 4.99% |
$39.3K - $43.9K
|
27.7K
$782K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.5K- 2.52% |
$40.4K - $45.2K
|
58K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-1.55K- 10.32% |
$41.6K - $46.5K
|
13.4K
$379K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.55K- 4.53% |
$41.7K - $46.6K
|
32.6K
$919K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.56K- 11.33% |
$41.9K - $46.9K
|
12.2K
$344K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.58K- 15.65% |
$42.5K - $47.5K
|
8.51K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.61K- 7.65% |
$43.3K - $48.3K
|
19.4K
$547K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.79K- 8.06% |
$48.1K - $53.7K
|
20.4K
$574K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.86K- 19.34% |
$50K - $55.9K
|
7.75K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-1.86K- 19.34% |
$50K - $55.9K
|
7.75K
$218K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.86K- 0.5% |
$50.2K - $56.1K
|
368K
$10.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.95K- 53.78% |
$52.5K - $58.6K
|
1.67K
$47.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.96K- 3.29% |
$52.7K - $58.8K
|
57.4K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.02K- 20.01% |
$54.4K - $60.8K
|
8.07K
$228K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.17K- 4.79% |
$58.5K - $65.4K
|
43.2K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.34K- 2.39% |
$63K - $70.4K
|
95.4K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.46K- 15.98% |
$66.1K - $73.9K
|
12.9K
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.48K- 4.86% |
$66.9K - $74.7K
|
48.6K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.5K- 7.75% |
$67.4K - $75.3K
|
29.8K
$839K
|