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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.83K+ 4.07% |
$86.1K - $93.3K
|
72.4K
$2.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.77K+ 15.64% |
$84.1K - $91.2K
|
20.5K
$597K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.39K+ 18.29% |
$72.8K - $78.9K
|
15.5K
$452K
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
2.32K+ 0.73% |
$70.5K - $76.4K
|
320K
$9.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.3K+ 12.37% |
$70.1K - $75.9K
|
20.9K
$611K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.3K+ 12.37% |
$70.1K - $75.9K
|
20.9K
$611K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
2.23K+ 1.97% |
$67.7K - $73.4K
|
115K
$3.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.18K+ 4.15% |
$66.3K - $71.9K
|
54.7K
$1.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.01K+ 4.01% |
$61.2K - $66.3K
|
52.2K
$1.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.93K+ 3.98% |
$58.6K - $63.4K
|
50.3K
$1.47M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.92K+ 3.61% |
$58.3K - $63.1K
|
54.9K
$1.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 58.32% |
$58K - $62.8K
|
5.17K
$151K
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.9K+ 2.11% |
$57.8K - $62.6K
|
92K
$2.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.83K+ 2.73% |
$55.8K - $60.4K
|
69K
$2.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 7.51% |
$52.9K - $57.3K
|
24.9K
$727K
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
1.72K+ 4.43% |
$52.3K - $56.6K
|
40.5K
$1.18M
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.64K+ 7.49% |
$49.8K - $53.9K
|
23.5K
$685K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.61K+ 6.43% |
$49.1K - $53.2K
|
26.7K
$779K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.61K+ 1.81% |
$48.9K - $53K
|
90.2K
$2.63M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
1.54K+ 8.83% |
$46.9K - $50.8K
|
19K
$554K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.54KNew |
$46.8K - $50.7K
|
1.54K
$44.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.52K+ 7.87% |
$46.2K - $50K
|
20.8K
$607K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.51K+ 6.16% |
$45.9K - $49.8K
|
26K
$759K
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 5.42% |
$45.1K - $48.9K
|
28.9K
$843K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.47KNew |
$44.7K - $48.5K
|
1.47K
$42.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.28K+ 0.49% |
$39K - $42.3K
|
261K
$7.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.27K+ 9.38% |
$38.8K - $42K
|
14.9K
$434K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.26K+ 10.82% |
$38.4K - $41.6K
|
12.9K
$377K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.24K+ 5.29% |
$37.8K - $40.9K
|
24.7K
$721K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.21K+ 0.37% |
$36.9K - $40K
|
332K
$9.69M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.2K+ 13.15% |
$36.5K - $39.6K
|
10.3K
$301K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.03K+ 120.79% |
$31.5K - $34.1K
|
1.89K
$55.2K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.03K+ 3.22% |
$31.3K - $33.9K
|
33K
$963K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.02KNew |
$31.1K - $33.7K
|
1.02K
$29.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
989+ 11.22% |
$30.1K - $32.6K
|
9.8K
$286K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
989+ 11.22% |
$30.1K - $32.6K
|
9.8K
$286K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
917+ 9.49% |
$27.9K - $30.2K
|
10.6K
$309K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
854+ 1.35% |
$26K - $28.1K
|
64.1K
$1.87M
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
776+ 7.76% |
$23.6K - $25.6K
|
10.8K
$315K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
719+ 1.21% |
$21.9K - $23.7K
|
60.2K
$1.76M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
712New |
$21.7K - $23.5K
|
712
$20.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
705+ 25.52% |
$21.4K - $23.2K
|
3.47K
$101K
|
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
700+ 6.17% |
$21.3K - $23.1K
|
12.1K
$352K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
660+ 3.99% |
$20.1K - $21.8K
|
17.2K
$502K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
625New |
$19K - $20.6K
|
625
$18.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
623+ 0.72% |
$19K - $20.5K
|
87.3K
$2.55M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
622+ 25.18% |
$18.9K - $20.5K
|
3.09K
$90.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
620New |
$18.9K - $20.4K
|
620
$18.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
620+ 4.69% |
$18.9K - $20.4K
|
13.8K
$404K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
610+ 3.87% |
$18.6K - $20.1K
|
16.4K
$478K
|