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 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-500- 4.17% |
$15.2K - $16.5K
|
11.5K
$325K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-500- 2.95% |
$15.2K - $16.5K
|
16.5K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-505- 2.03% |
$15.4K - $16.6K
|
24.4K
$689K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-536- 2.28% |
$16.3K - $17.7K
|
23K
$650K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-538- 1.51% |
$16.4K - $17.7K
|
35.1K
$993K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-584- 3.98% |
$17.8K - $19.2K
|
14.1K
$398K
|
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-607- 2.7% |
$18.5K - $20K
|
21.9K
$618K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-650- 13.49% |
$19.8K - $21.4K
|
4.17K
$118K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-740- 3.4% |
$22.5K - $24.4K
|
21K
$594K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-750- 7.17% |
$22.8K - $24.7K
|
9.72K
$275K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-750- 15.51% |
$22.8K - $24.7K
|
4.09K
$116K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-772- 2.85% |
$23.5K - $25.4K
|
26.3K
$743K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-872- 4.68% |
$26.5K - $28.7K
|
17.8K
$502K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-885- 8.11% |
$26.9K - $29.2K
|
10K
$283K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-915- 12.76% |
$27.8K - $30.2K
|
6.26K
$177K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-915- 1.24% |
$27.8K - $30.2K
|
72.9K
$2.06M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-983Closed |
$29.9K - $32.4K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1K- 10.0% |
$30.4K - $33K
|
9K
$254K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.02K- 12.34% |
$31.2K - $33.8K
|
7.27K
$206K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.03K- 0.1% |
$31.3K - $33.9K
|
987K
$27.9M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.05K- 11.33% |
$31.9K - $34.6K
|
8.21K
$232K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.05K- 12.3% |
$31.9K - $34.6K
|
7.49K
$212K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.1K- 13.73% |
$33.4K - $36.2K
|
6.9K
$195K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-1.12K- 4.67% |
$34K - $36.8K
|
22.8K
$644K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 6.13% |
$34.4K - $37.3K
|
17.3K
$490K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.16KClosed |
$35.4K - $38.3K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.2K- 8.78% |
$36.6K - $39.7K
|
12.5K
$354K
|
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.28K- 4.16% |
$38.8K - $42.1K
|
29.4K
$832K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.37K- 1.34% |
$41.8K - $45.3K
|
101K
$2.87M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.41K- 2.26% |
$43K - $46.6K
|
61.1K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.44KClosed |
$43.8K - $47.5K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.5K- 11.11% |
$45.6K - $49.4K
|
12K
$339K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-1.51K- 9.43% |
$45.8K - $49.6K
|
14.5K
$409K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.68K- 91.84% |
$51K - $55.3K
|
149
$4.21K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.7K- 4.2% |
$51.7K - $56K
|
38.8K
$1.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.74K- 0.74% |
$52.8K - $57.3K
|
233K
$6.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.95K- 2.38% |
$59.3K - $64.3K
|
80.1K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.08K- 1.38% |
$63.2K - $68.4K
|
149K
$4.2M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 1.6% |
$63.3K - $68.6K
|
128K
$3.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.18K- 7.14% |
$66.3K - $71.8K
|
28.3K
$800K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.22K- 3.94% |
$67.6K - $73.2K
|
54.2K
$1.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.22K- 0.97% |
$67.7K - $73.3K
|
228K
$6.44M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-2.31K- 25.91% |
$70.1K - $76K
|
6.59K
$186K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.41KClosed |
$73.4K - $79.5K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.57K- 10.46% |
$78K - $84.5K
|
21.9K
$620K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.68K- 7.23% |
$81.5K - $88.3K
|
34.3K
$971K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.76K- 7.68% |
$83.8K - $90.8K
|
33.1K
$937K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.88K- 53.99% |
$87.5K - $94.8K
|
2.45K
$69.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.02KClosed |
$91.8K - $99.5K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
SELL
|
- |
-3.23K- 18.97% |
$98.3K - $107K
|
13.8K
$390K
|