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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.47K+ 58.2% |
$239K - $261K
|
25.7K
$726K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.25KNew |
$234K - $255K
|
9.25K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$219K - $238K
|
8.64K
$244K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.36K+ 8.96% |
$211K - $231K
|
102K
$2.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
8.34KNew |
$211K - $230K
|
8.34K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
8.11K+ 9.85% |
$205K - $224K
|
90.4K
$2.55M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
7.98K+ 8.83% |
$202K - $220K
|
98.3K
$2.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.07K+ 59.4% |
$179K - $195K
|
19K
$535K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7K+ 11.11% |
$177K - $193K
|
70K
$1.97M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.89KNew |
$174K - $190K
|
6.89K
$194K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
6.84K+ 11.47% |
$173K - $189K
|
66.4K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.62K+ 4.36% |
$168K - $183K
|
159K
$4.47M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6.46KNew |
$163K - $178K
|
6.46K
$182K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.29K+ 7.77% |
$159K - $173K
|
87.2K
$2.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.2KNew |
$157K - $171K
|
6.2K
$175K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.09K+ 0.83% |
$154K - $168K
|
742K
$20.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
5.9K+ 37.44% |
$149K - $163K
|
21.7K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.78K+ 1.58% |
$146K - $159K
|
372K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.47K+ 43.75% |
$138K - $151K
|
18K
$507K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.39K+ 13.81% |
$136K - $149K
|
44.5K
$1.25M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.91K+ 13.07% |
$124K - $135K
|
42.4K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.81K+ 8.81% |
$122K - $133K
|
59.4K
$1.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.77K+ 5.29% |
$121K - $132K
|
95K
$2.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.65K+ 23.3% |
$118K - $128K
|
24.6K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.62K+ 12.68% |
$117K - $128K
|
41.1K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.5K+ 1.91% |
$114K - $124K
|
240K
$6.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.95KNew |
$99.9K - $109K
|
3.95K
$111K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.95K+ 10.92% |
$99.8K - $109K
|
40.1K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.9K+ 72.22% |
$98.8K - $108K
|
9.31K
$263K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.79K+ 45.67% |
$95.8K - $104K
|
12.1K
$341K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.47K+ 38.71% |
$87.8K - $95.8K
|
12.4K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.44K+ 5.63% |
$87K - $94.9K
|
64.5K
$1.82M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.42K+ 1.24% |
$86.4K - $94.2K
|
278K
$7.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.96K+ 14.51% |
$74.8K - $81.5K
|
23.3K
$658K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.96K+ 12.11% |
$74.8K - $81.5K
|
27.4K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.88K+ 29.01% |
$72.9K - $79.5K
|
12.8K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.59K+ 3.3% |
$65.5K - $71.4K
|
81.1K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.58K+ 4.93% |
$65.4K - $71.3K
|
55K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.55K+ 1.29% |
$64.5K - $70.3K
|
200K
$5.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
2.5K+ 2504.0% |
$63.4K - $69.1K
|
2.6K
$73.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.48K+ 3.64% |
$62.7K - $68.4K
|
70.5K
$1.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.44K+ 2.81% |
$61.7K - $67.2K
|
89.1K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.4K+ 3.39% |
$60.8K - $66.3K
|
73.4K
$2.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.35K+ 22.88% |
$59.5K - $64.8K
|
12.6K
$356K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.26K+ 226.07% |
$57.3K - $62.4K
|
3.26K
$92.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.23K+ 3.75% |
$56.3K - $61.4K
|
61.5K
$1.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.04K+ 10.22% |
$51.5K - $56.2K
|
22K
$620K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.92K+ 0.29% |
$48.5K - $52.9K
|
667K
$18.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.91K+ 11.34% |
$48.4K - $52.8K
|
18.8K
$530K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.9K+ 950.0% |
$48.1K - $52.4K
|
2.1K
$59.2K
|