Purchases and Sales Made in Q3 2023 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
398KNew |
$10.1M - $11M
|
398K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
378K+ 4456.79% |
$9.56M - $10.4M
|
386K
$10.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
349KNew |
$8.82M - $9.62M
|
349K
$9.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
338K+ 30.43% |
$8.55M - $9.33M
|
1.45M
$41M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
328KNew |
$8.29M - $9.04M
|
328K
$9.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
288K+ 20.02% |
$7.28M - $7.94M
|
1.72M
$48.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
203K+ 32.51% |
$5.13M - $5.59M
|
826K
$23.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
182KNew |
$4.6M - $5.01M
|
182K
$5.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
176K+ 26.77% |
$4.46M - $4.87M
|
835K
$23.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
148KNew |
$3.75M - $4.09M
|
148K
$4.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
139KNew |
$3.52M - $3.84M
|
139K
$3.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
121K+ 13.07% |
$3.06M - $3.34M
|
1.05M
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
110K+ 1225.6% |
$2.78M - $3.03M
|
119K
$3.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
64.2K+ 23.66% |
$1.62M - $1.77M
|
336K
$9.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
61.3K+ 7.68% |
$1.55M - $1.69M
|
860K
$24.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
60.2K+ 292.38% |
$1.52M - $1.66M
|
80.8K
$2.29M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
57.6K+ 13.97% |
$1.46M - $1.59M
|
470K
$13.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
55.9K+ 1844.9% |
$1.41M - $1.54M
|
59K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
52.6KNew |
$1.33M - $1.45M
|
52.6K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
48.3K+ 7.45% |
$1.22M - $1.33M
|
696K
$19.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.7K+ 0.62% |
$1.18M - $1.29M
|
7.54M
$213M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
42K+ 412.61% |
$1.06M - $1.16M
|
52.2K
$1.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.3K+ 92.64% |
$993K - $1.08M
|
81.6K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.4K+ 18.69% |
$973K - $1.06M
|
244K
$6.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
36.6KNew |
$926K - $1.01M
|
36.6K
$1.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
35.7K+ 7.8% |
$902K - $984K
|
493K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.6K+ 21.56% |
$773K - $843K
|
172K
$4.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
30K+ 13.89% |
$759K - $828K
|
246K
$6.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.5K+ 25.34% |
$745K - $813K
|
146K
$4.12M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28K+ 47.35% |
$707K - $771K
|
87K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
26.3K+ 6.6% |
$665K - $726K
|
425K
$12M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
25.8K+ 5.81% |
$653K - $713K
|
470K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.5K+ 42.58% |
$620K - $676K
|
82.1K
$2.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
23.9KNew |
$604K - $659K
|
23.9K
$675K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.1K+ 2.67% |
$584K - $637K
|
888K
$25.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
21.9K+ 3.92% |
$555K - $605K
|
581K
$16.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.7KNew |
$524K - $571K
|
20.7K
$585K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.5K+ 555.45% |
$518K - $565K
|
24.2K
$683K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
19.6KNew |
$496K - $541K
|
19.6K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
17.4KNew |
$441K - $481K
|
17.4K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.1K+ 125.95% |
$357K - $390K
|
25.3K
$716K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13.8K+ 13.52% |
$350K - $382K
|
116K
$3.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13.1KNew |
$332K - $362K
|
13.1K
$371K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 3.0% |
$294K - $320K
|
399K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.3KNew |
$285K - $311K
|
11.3K
$319K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8KNew |
$274K - $299K
|
10.8K
$306K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
10.7KNew |
$270K - $294K
|
10.7K
$301K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.5KNew |
$265K - $289K
|
10.5K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.7KNew |
$245K - $268K
|
9.7K
$274K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
9.52K+ 12.9% |
$241K - $263K
|
83.3K
$2.35M
|