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 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-19.8K- 2.1% |
$446K - $563K
|
923K
$24.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-23.1K- 32.03% |
$520K - $658K
|
49K
$1.32M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-23.4K- 49.84% |
$527K - $666K
|
23.5K
$635K
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-23.5K- 20.62% |
$529K - $668K
|
90.3K
$2.44M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-24.6K- 7.5% |
$555K - $701K
|
304K
$8.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.9K- 9.13% |
$562K - $710K
|
248K
$6.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-26.4K- 6.36% |
$595K - $752K
|
389K
$10.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-30.1K- 20.88% |
$678K - $857K
|
114K
$3.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-30.8K- 23.32% |
$694K - $877K
|
101K
$2.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31K- 31.91% |
$699K - $883K
|
66.2K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.1K- 25.99% |
$723K - $913K
|
91.3K
$2.47M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-37K- 24.49% |
$835K - $1.05M
|
114K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-38K- 55.87% |
$857K - $1.08M
|
30K
$811K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-47.1K- 19.61% |
$1.06M - $1.34M
|
193K
$5.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-52.5K- 16.99% |
$1.18M - $1.5M
|
257K
$6.93M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-70.3K- 25.88% |
$1.58M - $2M
|
201K
$5.44M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-73.9K- 20.87% |
$1.67M - $2.1M
|
280K
$7.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-79.7K- 11.52% |
$1.8M - $2.27M
|
612K
$16.5M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-82.4K- 24.88% |
$1.86M - $2.35M
|
249K
$6.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-83.7K- 8.41% |
$1.89M - $2.38M
|
912K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-84.3K- 26.7% |
$1.9M - $2.4M
|
231K
$6.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-118K- 3.85% |
$2.67M - $3.37M
|
2.95M
$79.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-120K- 28.56% |
$2.71M - $3.43M
|
301K
$8.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-131K- 12.16% |
$2.95M - $3.72M
|
945K
$25.5M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-131K- 12.16% |
$2.95M - $3.72M
|
945K
$25.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-168K- 37.26% |
$3.79M - $4.8M
|
284K
$7.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-196K- 28.98% |
$4.41M - $5.57M
|
480K
$13M
|
|
|
Nov 10, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-335K- 97.65% |
$7.56M - $9.55M
|
8.06K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-393K- 5.04% |
$8.85M - $11.2M
|
7.4M
$200M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-564K- 98.99% |
$12.7M - $16.1M
|
5.74K
$155K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-613K- 20.48% |
$13.8M - $17.4M
|
2.38M
$64.2M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-638K- 53.76% |
$14.4M - $18.2M
|
549K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-834K- 5.84% |
$18.8M - $23.8M
|
13.5M
$363M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.32M- 98.57% |
$29.7M - $37.5M
|
19.1K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.32M- 98.57% |
$29.7M - $37.5M
|
19.1K
$516K
|