Purchases and Sales Made in Q3 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 2022. 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, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.63M+ 4960.73% |
$36.7M - $46.3M
|
1.66M
$45.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
594K+ 22.7% |
$13.4M - $16.9M
|
3.21M
$87.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
410K+ 28.71% |
$9.24M - $11.7M
|
1.84M
$49.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
365KNew |
$8.23M - $10.4M
|
365K
$9.92M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
343KNew |
$7.74M - $9.78M
|
343K
$9.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
329K+ 10.53% |
$7.41M - $9.37M
|
3.46M
$93.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
223K+ 582.86% |
$5.03M - $6.36M
|
262K
$7.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
208K+ 5.29% |
$4.68M - $5.91M
|
4.13M
$112M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
193K+ 6.86% |
$4.35M - $5.5M
|
3.01M
$81.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
184K+ 42.92% |
$4.15M - $5.24M
|
613K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
171K+ 175.09% |
$3.85M - $4.86M
|
268K
$7.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
170K+ 5.86% |
$3.84M - $4.85M
|
3.08M
$83.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
146KNew |
$3.28M - $4.15M
|
146K
$3.96M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
122K+ 6.85% |
$2.76M - $3.48M
|
1.91M
$51.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
111KNew |
$2.49M - $3.15M
|
111K
$3.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
103KNew |
$2.32M - $2.93M
|
103K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102K+ 17.55% |
$2.3M - $2.91M
|
684K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
102KNew |
$2.3M - $2.9M
|
102K
$2.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
99.3K+ 9.73% |
$2.24M - $2.83M
|
1.12M
$30.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
88.4K+ 8.53% |
$1.99M - $2.52M
|
1.12M
$30.5M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
83.6KNew |
$1.88M - $2.38M
|
83.6K
$2.27M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
69.8KNew |
$1.57M - $1.99M
|
69.8K
$1.89M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
68.7K+ 49.51% |
$1.55M - $1.96M
|
207K
$5.63M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67.5K+ 327.19% |
$1.52M - $1.92M
|
88.1K
$2.39M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59.6K+ 10.09% |
$1.34M - $1.7M
|
650K
$17.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
54.2KNew |
$1.22M - $1.54M
|
54.2K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48K+ 3.51% |
$1.08M - $1.37M
|
1.41M
$38.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
44.6K+ 424.86% |
$1.01M - $1.27M
|
55.1K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
41.3K+ 30.22% |
$931K - $1.18M
|
178K
$4.83M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
40.2K+ 41.6% |
$907K - $1.15M
|
137K
$3.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.4K+ 99.34% |
$776K - $981K
|
69.1K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33.9KNew |
$763K - $965K
|
33.9K
$920K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
33.8K+ 289.78% |
$762K - $963K
|
45.5K
$1.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
33.1K+ 35.47% |
$746K - $942K
|
126K
$3.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.7K+ 39.36% |
$715K - $903K
|
112K
$3.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
31.7KNew |
$714K - $903K
|
31.7K
$861K
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
31.5K+ 9.33% |
$710K - $897K
|
369K
$10M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
31.1KNew |
$700K - $884K
|
31.1K
$843K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30.3K+ 8.98% |
$683K - $863K
|
368K
$9.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
30K+ 24.79% |
$676K - $854K
|
151K
$4.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
28.8K+ 154.18% |
$649K - $821K
|
47.5K
$1.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
28.6KNew |
$645K - $815K
|
28.6K
$778K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
25.4K+ 24.77% |
$572K - $722K
|
128K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.9K+ 153.39% |
$561K - $709K
|
41.1K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
24.8K+ 7.05% |
$558K - $705K
|
376K
$10.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
24.6K+ 28.11% |
$555K - $701K
|
112K
$3.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
24K+ 5.41% |
$541K - $684K
|
468K
$12.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
23.5K+ 2.89% |
$531K - $670K
|
838K
$22.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.4K+ 117.82% |
$527K - $665K
|
43.2K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
23.3K+ 50.35% |
$525K - $663K
|
69.6K
$1.89M
|