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 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.5K- 7.75% |
$67.4K - $75.3K
|
29.8K
$868K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.69K- 4.3% |
$72.4K - $80.8K
|
59.7K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.74K- 4.9% |
$73.8K - $82.4K
|
53.2K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.84K- 13.31% |
$76.4K - $85.4K
|
18.5K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.02K- 67.77% |
$81.3K - $90.8K
|
1.44K
$41.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.08K- 10.35% |
$82.8K - $92.6K
|
26.6K
$777K
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.21K- 48.98% |
$86.5K - $96.6K
|
3.34K
$97.6K
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.21K- 48.98% |
$86.5K - $96.6K
|
3.34K
$97.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.3K- 15.13% |
$88.9K - $99.3K
|
18.5K
$540K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.43K- 0.85% |
$92.3K - $103K
|
401K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.53K- 4.99% |
$95.1K - $106K
|
67.3K
$1.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.55K- 3.85% |
$95.6K - $107K
|
88.8K
$2.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-3.68K- 15.23% |
$99.2K - $111K
|
20.5K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-3.71K- 3.89% |
$100K - $112K
|
91.6K
$2.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.82K- 20.4% |
$103K - $115K
|
14.9K
$435K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.26K- 7.3% |
$115K - $128K
|
54.1K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.29K- 6.23% |
$115K - $129K
|
64.6K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.31K- 15.33% |
$116K - $130K
|
23.8K
$695K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-4.32K- 24.0% |
$116K - $130K
|
13.7K
$399K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.65K- 16.26% |
$125K - $140K
|
23.9K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.75K- 6.53% |
$128K - $143K
|
68K
$1.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.78K- 4.06% |
$129K - $144K
|
113K
$3.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.79K- 11.39% |
$129K - $144K
|
37.3K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4.82K- 17.83% |
$130K - $145K
|
22.2K
$648K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5K- 4.26% |
$135K - $150K
|
112K
$3.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.11K- 11.26% |
$138K - $154K
|
40.3K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.16K- 3.82% |
$139K - $155K
|
130K
$3.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5.47K- 7.91% |
$147K - $165K
|
63.7K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.57K- 11.47% |
$150K - $168K
|
43K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.84K- 10.87% |
$157K - $176K
|
47.9K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-6.13K- 0.73% |
$165K - $185K
|
837K
$24.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-6.24K- 2.56% |
$168K - $188K
|
238K
$6.94M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.59K- 1.86% |
$177K - $198K
|
347K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.84K- 4.06% |
$184K - $206K
|
162K
$4.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6.92K- 30.89% |
$186K - $208K
|
15.5K
$452K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.45K- 0.16% |
$228K - $254K
|
5.29M
$154M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.07K- 6.23% |
$244K - $273K
|
136K
$3.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.17K- 10.0% |
$247K - $276K
|
82.5K
$2.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-9.41K- 49.39% |
$254K - $283K
|
9.65K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.43K- 8.65% |
$254K - $284K
|
99.6K
$2.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.69K- 45.55% |
$261K - $292K
|
11.6K
$338K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10.6K- 36.58% |
$287K - $320K
|
18.4K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.8K- 1.86% |
$290K - $324K
|
567K
$16.5M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.1K- 6.54% |
$298K - $333K
|
158K
$4.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11.2K- 17.75% |
$302K - $338K
|
52K
$1.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.3K- 2.86% |
$304K - $339K
|
382K
$11.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 2.89% |
$334K - $374K
|
418K
$12.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12.9K- 10.39% |
$348K - $389K
|
112K
$3.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-13.2K- 11.44% |
$356K - $398K
|
102K
$2.98M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 5.81% |
$387K - $432K
|
233K
$6.79M
|