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 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
39New |
$987 - $1.08K
|
39
$1.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
36New |
$911 - $993
|
36
$1.02K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 16.91% |
$582 - $635
|
159
$4.49K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12+ 0.07% |
$304 - $331
|
16.7K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 8.33% |
$25.3 - $27.6
|
13
$368
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-25- 0.45% |
$633 - $690
|
5.57K
$157K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-31- 0.09% |
$784 - $855
|
33.2K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-33- 0.01% |
$835 - $910
|
229K
$6.47M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-45- 0.31% |
$1.14K - $1.24K
|
14.2K
$403K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-67- 0.7% |
$1.7K - $1.85K
|
9.48K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77- 0.64% |
$1.95K - $2.12K
|
11.9K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-79- 0.28% |
$2K - $2.18K
|
27.8K
$785K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-80- 10.48% |
$2.02K - $2.21K
|
683
$19.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-120- 0.05% |
$3.04K - $3.31K
|
219K
$6.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-125- 4.98% |
$3.16K - $3.45K
|
2.39K
$67.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-148- 24.75% |
$3.74K - $4.08K
|
450
$12.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-150- 0.97% |
$3.8K - $4.14K
|
15.3K
$433K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-150- 37.5% |
$3.8K - $4.14K
|
250
$7.07K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-156- 1.2% |
$3.95K - $4.3K
|
12.8K
$362K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-163- 7.12% |
$4.12K - $4.5K
|
2.13K
$60.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-211- 16.93% |
$5.34K - $5.82K
|
1.04K
$29.3K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-226- 1.02% |
$5.72K - $6.24K
|
22K
$622K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-237- 3.25% |
$6K - $6.54K
|
7.05K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-240- 1.24% |
$6.07K - $6.62K
|
19.1K
$541K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-241- 4.36% |
$6.1K - $6.65K
|
5.28K
$149K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-250- 5.93% |
$6.33K - $6.9K
|
3.97K
$112K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-300- 0.95% |
$7.59K - $8.28K
|
31.2K
$882K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-300- 0.46% |
$7.59K - $8.28K
|
64.8K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-313- 19.48% |
$7.92K - $8.64K
|
1.29K
$36.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-327- 16.57% |
$8.27K - $9.02K
|
1.65K
$46.6K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-440- 1.25% |
$11.1K - $12.1K
|
34.8K
$985K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-454- 18.96% |
$11.5K - $12.5K
|
1.94K
$54.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-461- 3.03% |
$11.7K - $12.7K
|
14.7K
$416K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-468- 0.4% |
$11.8K - $12.9K
|
116K
$3.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-480- 0.57% |
$12.1K - $13.2K
|
83.7K
$2.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-531- 71.66% |
$13.4K - $14.7K
|
210
$5.94K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-531- 3.23% |
$13.4K - $14.7K
|
15.9K
$450K
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
SELL
|
- |
-570- 1.58% |
$14.4K - $15.7K
|
35.6K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-638- 7.23% |
$16.1K - $17.6K
|
8.19K
$231K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-722- 44.08% |
$18.3K - $19.9K
|
916
$25.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-791- 2.97% |
$20K - $21.8K
|
25.8K
$730K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-830- 5.14% |
$21K - $22.9K
|
15.3K
$433K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-830- 5.95% |
$21K - $22.9K
|
13.1K
$371K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-898- 3.1% |
$22.7K - $24.8K
|
28.1K
$795K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-911- 6.69% |
$23K - $25.1K
|
12.7K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-918- 8.91% |
$23.2K - $25.3K
|
9.39K
$265K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-994- 10.55% |
$25.1K - $27.4K
|
8.43K
$238K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1K- 3.23% |
$25.3K - $27.6K
|
30K
$848K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.06K- 4.86% |
$26.7K - $29.2K
|
20.7K
$585K
|