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 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
576+ 69.06% |
$17.5K - $19K
|
1.41K
$39.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
500+ 500.0% |
$15.2K - $16.5K
|
600
$16.9K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
492+ 4.61% |
$15K - $16.2K
|
11.2K
$315K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
480+ 5.83% |
$14.6K - $15.8K
|
8.72K
$246K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
470+ 2.75% |
$14.3K - $15.5K
|
17.6K
$496K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
432+ 0.2% |
$13.1K - $14.2K
|
218K
$6.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
429+ 0.64% |
$13.1K - $14.1K
|
67.9K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
405+ 1.53% |
$12.3K - $13.3K
|
26.9K
$759K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
400+ 41.58% |
$12.2K - $13.2K
|
1.36K
$38.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
394+ 2.41% |
$12K - $13K
|
16.7K
$472K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
352+ 0.39% |
$10.7K - $11.6K
|
89.9K
$2.54M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
324+ 45.44% |
$9.86K - $10.7K
|
1.04K
$29.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
310+ 4.04% |
$9.43K - $10.2K
|
7.99K
$225K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
304+ 1.41% |
$9.25K - $10K
|
21.8K
$616K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300+ 1.86% |
$9.13K - $9.89K
|
16.4K
$463K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
298New |
$9.07K - $9.82K
|
298
$8.41K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
294+ 0.33% |
$8.94K - $9.69K
|
88.6K
$2.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
289+ 3.43% |
$8.79K - $9.53K
|
8.71K
$246K
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
275+ 0.7% |
$8.37K - $9.06K
|
39.7K
$1.12M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
252+ 2.8% |
$7.67K - $8.31K
|
9.24K
$261K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
235New |
$7.15K - $7.75K
|
235
$6.63K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
230+ 0.39% |
$7K - $7.58K
|
58.7K
$1.66M
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
215+ 1.23% |
$6.54K - $7.09K
|
17.7K
$499K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
196+ 1.45% |
$5.96K - $6.46K
|
13.7K
$387K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
169+ 2.0% |
$5.14K - $5.57K
|
8.61K
$243K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
156+ 1.34% |
$4.75K - $5.14K
|
11.8K
$333K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
152+ 0.28% |
$4.62K - $5.01K
|
54.1K
$1.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 37.5% |
$4.56K - $4.94K
|
550
$15.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
148New |
$4.5K - $4.88K
|
148
$4.18K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
143+ 0.55% |
$4.35K - $4.71K
|
26.4K
$744K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
139+ 0.69% |
$4.23K - $4.58K
|
20.2K
$569K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
132+ 0.32% |
$4.02K - $4.35K
|
41K
$1.16M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
127+ 1.74% |
$3.86K - $4.19K
|
7.42K
$209K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
107+ 1.44% |
$3.25K - $3.53K
|
7.55K
$213K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
103+ 0.72% |
$3.13K - $3.39K
|
14.3K
$404K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
75New |
$2.28K - $2.47K
|
75
$2.12K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
75New |
$2.28K - $2.47K
|
75
$2.12K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
72+ 0.78% |
$2.19K - $2.37K
|
9.35K
$264K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
57+ 7.05% |
$1.73K - $1.88K
|
865
$24.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
48+ 0.41% |
$1.46K - $1.58K
|
11.6K
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
46+ 1.74% |
$1.4K - $1.52K
|
2.7K
$76.1K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41+ 3.0% |
$1.25K - $1.35K
|
1.41K
$39.7K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
40+ 1.31% |
$1.22K - $1.32K
|
3.09K
$87.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 0.11% |
$1.19K - $1.29K
|
34.5K
$973K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
30+ 0.19% |
$913 - $989
|
15.7K
$442K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.28% |
$639 - $692
|
7.52K
$212K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21New |
$639 - $692
|
21
$592
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
19+ 0.98% |
$578 - $626
|
1.97K
$55.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
16+ 0.14% |
$487 - $527
|
11.4K
$322K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
13+ 0.74% |
$395 - $428
|
1.78K
$50.2K
|