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 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.13K- 42.49% |
$206K - $224K
|
11K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.15K- 37.81% |
$206K - $225K
|
13.4K
$378K
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-8.31K- 2.88% |
$210K - $229K
|
281K
$7.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.59K- 21.46% |
$243K - $265K
|
35.1K
$990K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.88K- 21.01% |
$250K - $273K
|
37.2K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10.4K- 4.39% |
$263K - $287K
|
227K
$6.39M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-11.2K- 14.85% |
$283K - $308K
|
64K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.2K- 2.68% |
$283K - $308K
|
405K
$11.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.3K- 19.01% |
$286K - $312K
|
48.3K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.6K- 11.05% |
$319K - $348K
|
101K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13.1K- 6.56% |
$331K - $361K
|
186K
$5.26M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 14.17% |
$349K - $381K
|
83.7K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-13.9K- 9.05% |
$352K - $384K
|
140K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-14.1K- 6.95% |
$357K - $389K
|
189K
$5.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.9K- 21.74% |
$376K - $410K
|
53.6K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.8K- 5.64% |
$424K - $463K
|
281K
$7.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-18.9K- 27.2% |
$478K - $521K
|
50.5K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.5K- 10.57% |
$495K - $539K
|
165K
$4.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-20.8K- 63.39% |
$525K - $573K
|
12K
$338K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.9K- 1.77% |
$529K - $577K
|
1.16M
$32.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-22.1K- 44.6% |
$559K - $610K
|
27.5K
$775K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-23.1K- 13.83% |
$583K - $636K
|
144K
$4.05M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-23.6K- 34.32% |
$597K - $651K
|
45.1K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-23.7K- 9.22% |
$599K - $653K
|
233K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.5K- 9.63% |
$619K - $675K
|
230K
$6.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-25.4K- 22.31% |
$643K - $701K
|
88.5K
$2.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-25.5K- 29.83% |
$646K - $704K
|
60.1K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-26.4K- 61.79% |
$668K - $728K
|
16.3K
$461K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-27K- 2.0% |
$683K - $745K
|
1.32M
$37.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-28.2K- 13.44% |
$712K - $777K
|
181K
$5.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-28.6K- 18.57% |
$725K - $790K
|
126K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.9K- 4.35% |
$731K - $798K
|
635K
$17.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-31.8K- 9.43% |
$804K - $876K
|
305K
$8.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33.6K- 14.67% |
$850K - $927K
|
195K
$5.51M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-33.9K- 4.86% |
$858K - $936K
|
664K
$18.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-34.3K- 28.59% |
$867K - $945K
|
85.6K
$2.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-34.8K- 8.33% |
$881K - $961K
|
384K
$10.8M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-37.4K- 46.29% |
$945K - $1.03M
|
43.3K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-43.2K- 48.88% |
$1.09M - $1.19M
|
45.1K
$1.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-45.3K- 64.89% |
$1.15M - $1.25M
|
24.5K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-47K- 18.82% |
$1.19M - $1.3M
|
203K
$5.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.5K- 3.07% |
$1.33M - $1.45M
|
1.66M
$46.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-53.8K- 48.92% |
$1.36M - $1.48M
|
56.1K
$1.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-59.2K- 21.86% |
$1.5M - $1.63M
|
212K
$5.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-67.8K- 13.44% |
$1.72M - $1.87M
|
437K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-71.9K- 14.08% |
$1.82M - $1.98M
|
439K
$12.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-73K- 65.1% |
$1.85M - $2.01M
|
39.1K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-75.1K- 26.61% |
$1.9M - $2.07M
|
207K
$5.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-100K- 2.13% |
$2.54M - $2.77M
|
4.62M
$130M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-105K- 44.68% |
$2.65M - $2.89M
|
130K
$3.65M
|