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 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.11K- 6.05% |
$28K - $30.6K
|
17.2K
$487K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.18K- 80.37% |
$29.8K - $32.5K
|
288
$8.14K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.25K- 8.73% |
$31.6K - $34.5K
|
13.1K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 10.66% |
$32K - $34.9K
|
10.6K
$300K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 25.95% |
$34.5K - $37.6K
|
3.89K
$110K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.39K- 8.17% |
$35.3K - $38.5K
|
15.7K
$443K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.41K- 4.04% |
$35.6K - $38.8K
|
33.4K
$945K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 1.14% |
$36.3K - $39.6K
|
124K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.48K- 5.83% |
$37.4K - $40.8K
|
23.9K
$676K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.54K- 6.97% |
$39K - $42.5K
|
20.6K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.57K- 10.92% |
$39.6K - $43.2K
|
12.8K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.59K- 12.41% |
$40.2K - $43.8K
|
11.2K
$317K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.6K- 4.58% |
$40.5K - $44.1K
|
33.3K
$942K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.64K- 13.66% |
$41.6K - $45.3K
|
10.4K
$294K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-1.72K- 2.85% |
$43.4K - $47.3K
|
58.5K
$1.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.81K- 1.43% |
$45.9K - $50K
|
125K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2K- 57.8% |
$50.6K - $55.2K
|
1.46K
$41.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.27K- 5.98% |
$57.5K - $62.7K
|
35.7K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.5K- 10.0% |
$63.3K - $69K
|
22.5K
$636K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.7K- 6.34% |
$68.3K - $74.5K
|
39.9K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.72K- 6.24% |
$68.8K - $75K
|
40.9K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.91K- 4.44% |
$73.5K - $80.1K
|
62.5K
$1.77M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.97K- 6.52% |
$75.2K - $82K
|
42.6K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.14K- 28.1% |
$79.3K - $86.5K
|
8.02K
$227K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.46K- 23.2% |
$87.6K - $95.5K
|
11.5K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.98K- 0.34% |
$101K - $110K
|
1.18M
$33.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.98K- 25.21% |
$101K - $110K
|
11.8K
$334K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-4K- 12.08% |
$101K - $110K
|
29.1K
$823K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.15K- 21.76% |
$105K - $114K
|
14.9K
$422K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.26K- 1.09% |
$108K - $118K
|
385K
$10.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.3K- 6.9% |
$109K - $119K
|
58K
$1.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.37K- 8.4% |
$111K - $121K
|
47.7K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.61K- 7.5% |
$117K - $127K
|
56.8K
$1.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.69K- 5.7% |
$119K - $129K
|
77.5K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.73K- 1.06% |
$120K - $130K
|
440K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.81K- 3.17% |
$122K - $133K
|
147K
$4.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-5.16K- 38.26% |
$130K - $142K
|
8.32K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.09K- 2.81% |
$154K - $168K
|
211K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.44K- 8.55% |
$163K - $178K
|
68.8K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.44K- 48.87% |
$163K - $178K
|
6.74K
$191K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-6.45K- 14.69% |
$163K - $178K
|
37.5K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-6.6K- 12.01% |
$167K - $182K
|
48.3K
$1.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.89K- 40.94% |
$174K - $190K
|
9.94K
$281K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7.15K- 15.31% |
$181K - $197K
|
39.5K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.22K- 33.96% |
$183K - $199K
|
14K
$397K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-7.55K- 0.75% |
$191K - $208K
|
995K
$28.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.64K- 26.78% |
$193K - $211K
|
20.9K
$590K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.72K- 37.07% |
$195K - $213K
|
13.1K
$370K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.86K- 8.23% |
$199K - $217K
|
87.6K
$2.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-7.98K- 21.21% |
$202K - $220K
|
29.7K
$838K
|