Purchases and Sales Made in Q3 2022 in Ishares Tr (IDV)

IDV Quotes by TradingView

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
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
5.05K
New
$114K - $144K
5.05K $137K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
5.01K
+ 2.83%
$113K - $143K
182K $4.95M
Nov 15, 2022 Q3 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
4.81K
+ 7.04%
$108K - $137K
73.1K $1.99M
Nov 14, 2022 Q3 2022
Hennion & Walsh Asset Management, Inc.

BUY
 -
4.79K
+ 8.24%
$108K - $136K
62.9K $1.71M
Oct 17, 2022 Q3 2022
Leavell Investment Management, Inc.

BUY
 -
4.64K
+ 24.97%
$105K - $132K
23.2K $631K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
4.48K
+ 13.37%
$101K - $128K
38K $1.03M
Oct 31, 2022 Q3 2022
Wharton Business Group, LLC

Malvern, PA
BUY
 -
4.45K
+ 24.24%
$100K - $127K
22.8K $619K
Oct 07, 2022 Q3 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
4.4K
+ 3.69%
$99K - $125K
123K $3.35M
Nov 04, 2022 Q3 2022
Commerce Bank

Kansas City, MO
BUY
 -
4.38K
+ 7.53%
$98.7K - $125K
62.5K $1.7M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.03K
+ 16.78%
$90.8K - $115K
28K $761K
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
3.52K
+ 21.64%
$79.3K - $100K
19.8K $537K
Oct 24, 2022 Q3 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
3.49K
+ 33.39%
$78.7K - $99.4K
13.9K $379K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.31K
+ 1.58%
$74.5K - $94.1K
212K $5.76M
Nov 07, 2023 Q3 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
3.28K
+ 122.08%
$74K - $93.5K
5.97K $162K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
3.18K
New
$71.7K - $90.6K
3.18K $86.4K
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
3.13K
+ 5.97%
$70.4K - $89K
55.5K $1.51M
Oct 25, 2022 Q3 2022
First Merchants Corp

BUY
 -
2.99K
+ 19.41%
$67.4K - $85.2K
18.4K $500K
Nov 09, 2022 Q3 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
2.96K
+ 12.63%
$66.8K - $84.4K
26.4K $718K
Nov 10, 2022 Q3 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
2.8K
+ 8.11%
$63.2K - $79.8K
37.3K $1.01M
Nov 08, 2022 Q3 2022
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
2.6K
+ 10.66%
$58.5K - $73.9K
26.9K $732K
Nov 14, 2022 Q3 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 -
2.5K
+ 32.54%
$56.4K - $71.3K
10.2K $277K
Oct 13, 2022 Q3 2022
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
2.42K
+ 13.74%
$54.5K - $68.8K
20K $544K
Oct 14, 2022 Q3 2022
West Bancorporation Inc

BUY
 -
2.37K
+ 8.67%
$53.4K - $67.5K
29.7K $807K
Oct 27, 2022 Q3 2022
Investors Asset Management Of Georgia Inc

BUY
 -
2.36K
+ 1179.5%
$53.1K - $67.2K
2.56K $69.5K
Oct 18, 2022 Q3 2022
Security National Bank

BUY
 -
2.31K
+ 24.87%
$52.1K - $65.8K
11.6K $315K
Nov 16, 2022 Q3 2022
Wealth Advisory Solutions, LLC

BUY
 -
2.24K
+ 8.05%
$50.5K - $63.8K
30.1K $818K
Nov 10, 2022 Q3 2022
Concord Wealth Partners

BUY
 -
2.13K
+ 7.96%
$48K - $60.7K
28.9K $785K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
2.1K
+ 17.74%
$47.2K - $59.6K
13.9K $378K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
2.08K
+ 4.94%
$46.9K - $59.2K
44.2K $1.2M
Nov 14, 2022 Q3 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
2K
+ 3.23%
$45.1K - $57K
64.1K $1.74M
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
1.93K
+ 4.02%
$43.5K - $55K
50K $1.36M
Nov 14, 2022 Q3 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1.83K
+ 3.29%
$41.2K - $52.1K
57.4K $1.56M
Sep 11, 2024 Q3 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
1.82K
+ 10.31%
$40.9K - $51.7K
19.4K $528K
Oct 26, 2022 Q3 2022
Atlas Private Wealth Management

BUY
 -
1.78K
+ 5.99%
$40.2K - $50.8K
31.6K $857K
Nov 07, 2022 Q3 2022
Berkshire Bank

BUY
 -
1.75K
+ 8.0%
$39.4K - $49.8K
23.6K $641K
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
1.75K
+ 123.06%
$39.3K - $49.7K
3.16K $85.9K
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
1.74K
+ 120.12%
$39.3K - $49.6K
3.19K $86.7K
Oct 24, 2022 Q3 2022
Annex Advisory Services, LLC

BUY
 -
1.7K
+ 2.71%
$38.3K - $48.5K
64.5K $1.75M
Nov 07, 2022 Q3 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.42K
+ 3.45%
$31.9K - $40.3K
42.4K $1.15M
Oct 07, 2022 Q3 2022
Stolper CO

BUY
 -
1.33K
+ 3.47%
$29.9K - $37.7K
39.5K $1.07M
Nov 01, 2022 Q3 2022
Gyl Financial Synergies, LLC

BUY
 -
1.31K
+ 11.62%
$29.5K - $37.3K
12.6K $341K
Nov 14, 2022 Q3 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
1.17K
+ 4.91%
$26.5K - $33.4K
25.1K $682K
Nov 02, 2022 Q3 2022
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
1.16K
+ 4.88%
$26.1K - $33K
24.9K $677K
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.12K
+ 8.99%
$25.2K - $31.8K
13.5K $368K
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
1.08K
New
$24.3K - $30.7K
1.08K $29.3K
Oct 04, 2023 Q3 2022
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
1.06K
+ 3.36%
$23.9K - $30.2K
32.6K $886K
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.06K
+ 10.21%
$23.8K - $30.1K
11.4K $310K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.06K
+ 10.21%
$23.8K - $30.1K
11.4K $310K
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
864
+ 6.92%
$19.5K - $24.6K
13.3K $362K

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