Purchases and Sales Made in Q3 2021 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.55MNew |
$199M - $216M
|
6.55M
$187M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.9MNew |
$119M - $129M
|
3.9M
$111M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
319K+ 94.27% |
$9.71M - $10.5M
|
657K
$18.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
300K+ 38.61% |
$9.14M - $9.9M
|
1.08M
$30.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
197KNew |
$5.99M - $6.49M
|
197K
$5.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 9.0% |
$5.19M - $5.62M
|
2.07M
$58.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
168K+ 65.23% |
$5.12M - $5.55M
|
426K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165K+ 1.67% |
$5.02M - $5.44M
|
10M
$286M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
159K+ 4.94% |
$4.85M - $5.26M
|
3.39M
$96.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 5.7% |
$3.75M - $4.06M
|
2.29M
$65.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
121KNew |
$3.69M - $4M
|
121K
$3.46M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
118K+ 141.17% |
$3.59M - $3.89M
|
202K
$5.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
114K+ 31.08% |
$3.46M - $3.75M
|
479K
$13.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
114K+ 177.81% |
$3.45M - $3.74M
|
177K
$5.06M
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
98.8K+ 790.12% |
$3.01M - $3.26M
|
111K
$3.17M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
81.6KNew |
$2.48M - $2.69M
|
81.6K
$2.33M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
75.1K+ 16.1% |
$2.28M - $2.47M
|
541K
$15.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
72.5K+ 57.96% |
$2.21M - $2.39M
|
198K
$5.64M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68.6K+ 23.6% |
$2.09M - $2.26M
|
359K
$10.2M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
63.6K+ 22.94% |
$1.93M - $2.1M
|
341K
$9.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.7K+ 18.23% |
$1.76M - $1.9M
|
374K
$10.7M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
52.9K+ 56.04% |
$1.61M - $1.74M
|
147K
$4.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
50.9K+ 20.34% |
$1.55M - $1.68M
|
301K
$8.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$1.52M - $1.65M
|
50K
$1.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.2K+ 7.25% |
$1.47M - $1.59M
|
713K
$20.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
42.8KNew |
$1.3M - $1.41M
|
42.8K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.2K+ 48.85% |
$1.19M - $1.29M
|
120K
$3.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
39K+ 6.56% |
$1.19M - $1.29M
|
633K
$18.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.8K+ 8.61% |
$998K - $1.08M
|
414K
$11.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
32.5K+ 245.26% |
$988K - $1.07M
|
45.7K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30K+ 2.34% |
$914K - $990K
|
1.31M
$37.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.9K+ 5.85% |
$818K - $887K
|
487K
$13.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
25.9K+ 98.55% |
$787K - $853K
|
52.1K
$1.49M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
25.6K+ 5.34% |
$779K - $844K
|
504K
$14.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.9K+ 9.9% |
$758K - $821K
|
276K
$7.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.9K+ 0.9% |
$697K - $755K
|
2.58M
$73.5M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 9.5% |
$673K - $730K
|
255K
$7.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
19.2K+ 271.69% |
$583K - $631K
|
26.2K
$747K
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.6KNew |
$565K - $613K
|
18.6K
$530K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7K+ 25.55% |
$538K - $583K
|
86.9K
$2.48M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.7K+ 10.99% |
$508K - $550K
|
169K
$4.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.9K+ 3.43% |
$484K - $524K
|
480K
$13.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15.3K+ 57.33% |
$467K - $505K
|
42.1K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.2KNew |
$463K - $501K
|
15.2K
$434K
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
14.2K+ 5.9% |
$432K - $468K
|
255K
$7.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.1K+ 33.76% |
$399K - $432K
|
51.9K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13KNew |
$395K - $428K
|
13K
$370K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.9K+ 2.82% |
$394K - $427K
|
471K
$13.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.3K+ 44.3% |
$375K - $406K
|
40.2K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
12.1KNew |
$369K - $400K
|
12.1K
$346K
|