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 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
22.2K+ 44.03% |
$500K - $632K
|
72.6K
$1.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
22.1K+ 33.49% |
$497K - $628K
|
88K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22KNew |
$495K - $625K
|
22K
$597K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
20.6KNew |
$464K - $586K
|
20.6K
$559K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.8KNew |
$447K - $565K
|
19.8K
$539K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.3K+ 7.78% |
$412K - $520K
|
253K
$6.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
17.4KNew |
$391K - $494K
|
17.4K
$472K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
17.2K+ 13.1% |
$389K - $491K
|
149K
$4.04M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
17.2K+ 173.42% |
$388K - $490K
|
27.1K
$737K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9K+ 2.21% |
$381K - $481K
|
781K
$21.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
16.6KNew |
$373K - $471K
|
16.6K
$450K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
16.5K+ 9.47% |
$371K - $469K
|
191K
$5.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
16K+ 7.89% |
$361K - $457K
|
219K
$5.96M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
15.4K+ 11.53% |
$346K - $438K
|
149K
$4.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.1K+ 24.53% |
$339K - $429K
|
76.4K
$2.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$330K - $417K
|
14.6K
$398K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
14.1K+ 48.97% |
$318K - $402K
|
42.9K
$1.17M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.9K+ 2.44% |
$291K - $368K
|
543K
$14.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.7K+ 39.48% |
$286K - $362K
|
44.9K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
12.5K+ 108.7% |
$282K - $356K
|
24K
$652K
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
12.4KNew |
$279K - $353K
|
12.4K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.3K+ 16.99% |
$276K - $349K
|
84.5K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.3KNew |
$276K - $349K
|
12.3K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.9K+ 33.37% |
$267K - $338K
|
47.4K
$1.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
11.8KNew |
$266K - $336K
|
11.8K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.7K+ 6.41% |
$263K - $333K
|
194K
$5.27M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11.5K+ 4.32% |
$259K - $328K
|
278K
$7.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5K+ 27.36% |
$259K - $327K
|
53.5K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.3K+ 99.13% |
$254K - $321K
|
22.7K
$615K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.1K+ 77.68% |
$249K - $315K
|
25.3K
$688K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.8K+ 23.83% |
$243K - $307K
|
56K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
10.7K+ 8.82% |
$242K - $305K
|
132K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.6K+ 73.03% |
$238K - $300K
|
25K
$679K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
10.3KNew |
$232K - $293K
|
10.3K
$279K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10K+ 40.93% |
$226K - $285K
|
34.5K
$938K
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.96KNew |
$224K - $284K
|
9.96K
$270K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.62KNew |
$217K - $274K
|
9.62K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.45KNew |
$213K - $269K
|
9.45K
$257K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.39K+ 2.43% |
$212K - $267K
|
396K
$10.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.34KNew |
$210K - $266K
|
9.34K
$254K
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
9.08KNew |
$204K - $258K
|
9.08K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.92K+ 1.49% |
$201K - $254K
|
609K
$16.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
7.76K+ 10.23% |
$175K - $221K
|
83.6K
$2.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.39K+ 9.2% |
$166K - $210K
|
87.7K
$2.38M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.18K+ 24.96% |
$162K - $204K
|
35.9K
$976K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.77KNew |
$153K - $193K
|
6.77K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.22K+ 2.66% |
$140K - $177K
|
240K
$6.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.44K+ 18.91% |
$123K - $155K
|
34.2K
$930K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.29K+ 10.21% |
$119K - $151K
|
57.1K
$1.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.22K+ 22.73% |
$118K - $149K
|
28.2K
$765K
|