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 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-31- 0.93% |
$698 - $883
|
3.29K
$89.3K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-52- 0.68% |
$1.17K - $1.48K
|
7.54K
$205K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-85- 1.09% |
$1.92K - $2.42K
|
7.68K
$209K
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-100- 0.82% |
$2.25K - $2.85K
|
12.1K
$329K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-115- 0.81% |
$2.59K - $3.27K
|
14.1K
$383K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-138- 0.82% |
$3.11K - $3.93K
|
16.7K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-150- 1.26% |
$3.38K - $4.27K
|
11.8K
$319K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-150- 4.62% |
$3.38K - $4.27K
|
3.1K
$84.2K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-182- 0.9% |
$4.1K - $5.18K
|
20.1K
$545K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-185- 1.95% |
$4.17K - $5.27K
|
9.29K
$252K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-250- 47.08% |
$5.63K - $7.12K
|
281
$7.63K
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-268- 0.73% |
$6.04K - $7.63K
|
36.4K
$989K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-270- 69.77% |
$6.08K - $7.69K
|
117
$3.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-270- 1.15% |
$6.08K - $7.69K
|
23.2K
$631K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-277- 0.74% |
$6.24K - $7.89K
|
37.2K
$1.01M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-285- 4.62% |
$6.42K - $8.11K
|
5.89K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-306- 1.13% |
$6.89K - $8.71K
|
26.8K
$729K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-343- 3.47% |
$7.73K - $9.77K
|
9.55K
$259K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-418- 0.87% |
$9.42K - $11.9K
|
47.8K
$1.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-432- 9.78% |
$9.73K - $12.3K
|
3.99K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-481- 4.75% |
$10.8K - $13.7K
|
9.65K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-497- 99.2% |
$11.2K - $14.1K
|
4
$109
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-500- 57.8% |
$11.3K - $14.2K
|
365
$9.91K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-500- 10.7% |
$11.3K - $14.2K
|
4.17K
$113K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-504- 8.22% |
$11.4K - $14.3K
|
5.63K
$153K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-603- 0.69% |
$13.6K - $17.2K
|
87.2K
$2.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-625- 85.38% |
$14.1K - $17.8K
|
107
$2.91K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-653- 2.76% |
$14.7K - $18.6K
|
23K
$624K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-659- 0.94% |
$14.8K - $18.8K
|
69.3K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-784- 6.64% |
$17.7K - $22.3K
|
11K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-821- 46.62% |
$18.5K - $23.4K
|
940
$25.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-851- 11.92% |
$19.2K - $24.2K
|
6.29K
$171K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-863- 0.81% |
$19.4K - $24.6K
|
106K
$2.88M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-908- 7.87% |
$20.5K - $25.9K
|
10.6K
$289K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-920- 2.53% |
$20.7K - $26.2K
|
35.4K
$961K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-992- 5.35% |
$22.3K - $28.2K
|
17.6K
$477K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 2.41% |
$22.5K - $28.5K
|
40.5K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.04K- 6.78% |
$23.3K - $29.5K
|
14.2K
$387K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 2.2% |
$24.8K - $31.3K
|
48.8K
$1.32M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 4.44% |
$25K - $31.6K
|
23.9K
$649K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.12K- 3.53% |
$25.2K - $31.8K
|
30.6K
$831K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.13K- 0.7% |
$25.5K - $32.2K
|
161K
$4.37M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.17K- 25.76% |
$26.2K - $33.2K
|
3.36K
$91.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.17K- 7.13% |
$26.4K - $33.4K
|
15.3K
$415K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-1.17K- 9.26% |
$26.5K - $33.4K
|
11.5K
$313K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.2K- 7.41% |
$26.9K - $34K
|
14.9K
$406K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 1.06% |
$27.2K - $34.3K
|
112K
$3.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.21K- 5.29% |
$27.4K - $34.6K
|
21.7K
$590K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.22K- 0.44% |
$27.4K - $34.6K
|
276K
$7.49M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.32K- 1.81% |
$29.8K - $37.7K
|
71.9K
$1.95M
|