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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.88KNew |
$47.7K - $52K
|
1.88K
$53.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.87K+ 22.23% |
$47.3K - $51.5K
|
10.3K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
1.86K+ 7.42% |
$47.2K - $51.4K
|
27K
$763K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 4.4% |
$46.8K - $51K
|
43.9K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.75KNew |
$44.3K - $48.3K
|
1.75K
$49.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1.75K+ 3.44% |
$44.3K - $48.3K
|
52.7K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71K+ 2.91% |
$43.2K - $47.1K
|
60.4K
$1.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.53K+ 6.01% |
$38.6K - $42.1K
|
26.9K
$761K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.45K+ 0.86% |
$36.6K - $39.9K
|
169K
$4.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.44K+ 1.31% |
$36.4K - $39.6K
|
111K
$3.14M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.41K+ 4.72% |
$35.7K - $38.9K
|
31.3K
$885K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
1.4K+ 1.4% |
$35.4K - $38.6K
|
101K
$2.87M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.37K+ 5.89% |
$34.6K - $37.7K
|
24.6K
$694K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36K+ 12.32% |
$34.5K - $37.6K
|
12.4K
$351K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.35K+ 12.17% |
$34.2K - $37.3K
|
12.5K
$353K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.28K+ 6.36% |
$32.4K - $35.4K
|
21.4K
$606K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.24K+ 5.27% |
$31.4K - $34.2K
|
24.8K
$701K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.23K+ 2.17% |
$31K - $33.9K
|
57.7K
$1.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.22K+ 12.84% |
$30.9K - $33.7K
|
10.7K
$303K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
954+ 2.64% |
$24.1K - $26.3K
|
37.1K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
845+ 1.22% |
$21.4K - $23.3K
|
69.9K
$1.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
815+ 5.15% |
$20.6K - $22.5K
|
16.6K
$470K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
766+ 4.42% |
$19.4K - $21.1K
|
18.1K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
710+ 0.82% |
$18K - $19.6K
|
87K
$2.46M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
674+ 0.2% |
$17.1K - $18.6K
|
334K
$9.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
620+ 5.26% |
$15.7K - $17.1K
|
12.4K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
510+ 2.95% |
$12.9K - $14.1K
|
17.8K
$503K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
488+ 1.96% |
$12.3K - $13.5K
|
25.4K
$718K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
487+ 4.75% |
$12.3K - $13.4K
|
10.8K
$304K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
432New |
$10.9K - $11.9K
|
432
$12.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
414New |
$10.5K - $11.4K
|
414
$11.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
409+ 3.18% |
$10.3K - $11.3K
|
13.3K
$375K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
409+ 3.18% |
$10.3K - $11.3K
|
13.3K
$375K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
400+ 3.42% |
$10.1K - $11K
|
12.1K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
390+ 2.38% |
$9.87K - $10.8K
|
16.7K
$473K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
347+ 1.52% |
$8.78K - $9.57K
|
23.1K
$654K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
334+ 3.78% |
$8.45K - $9.22K
|
9.18K
$259K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
330+ 1.33% |
$8.35K - $9.1K
|
25.1K
$709K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
227New |
$5.74K - $6.26K
|
227
$6.42K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$4.81K - $5.24K
|
190
$5.37K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
180New |
$4.55K - $4.97K
|
180
$5.09K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
161New |
$4.07K - $4.44K
|
161
$4.55K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
126+ 0.45% |
$3.19K - $3.48K
|
28.1K
$795K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
125+ 0.1% |
$3.16K - $3.45K
|
128K
$3.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
103+ 0.39% |
$2.61K - $2.84K
|
26.6K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
97+ 0.3% |
$2.45K - $2.68K
|
32.4K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
90+ 0.64% |
$2.28K - $2.48K
|
14.2K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 17.8% |
$2.05K - $2.23K
|
536
$15.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
42+ 1.37% |
$1.06K - $1.16K
|
3.1K
$87.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
40+ 10.93% |
$1.01K - $1.1K
|
406
$11.5K
|