Purchases and Sales Made in Q3 2024 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 2024. 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 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7.9K- 7.73% |
$218K - $242K
|
94.3K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.28K- 16.78% |
$229K - $254K
|
41.1K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-8.47K- 27.68% |
$234K - $260K
|
22.1K
$626K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.52K- 0.52% |
$235K - $261K
|
1.64M
$46.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.56K- 10.59% |
$236K - $262K
|
72.3K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.75K- 1.68% |
$242K - $268K
|
513K
$14.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.56K- 2.5% |
$264K - $293K
|
373K
$10.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.59K- 46.8% |
$265K - $294K
|
10.9K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.75K- 26.66% |
$269K - $299K
|
26.8K
$758K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.82K- 15.77% |
$271K - $301K
|
52.4K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.9K- 53.49% |
$273K - $303K
|
8.61K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-10K- 14.25% |
$276K - $306K
|
60.1K
$1.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-10.2K- 18.61% |
$282K - $312K
|
44.6K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 31.49% |
$291K - $323K
|
22.9K
$649K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.2K- 19.79% |
$309K - $343K
|
45.4K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.9K- 0.54% |
$328K - $364K
|
2.19M
$61.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-12.6K- 18.78% |
$347K - $385K
|
54.3K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.5K- 5.81% |
$373K - $414K
|
219K
$6.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14K- 23.32% |
$385K - $428K
|
45.9K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15K- 3.09% |
$415K - $460K
|
471K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.6K- 55.4% |
$487K - $541K
|
14.2K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.7K- 57.49% |
$490K - $544K
|
13.1K
$371K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18K- 18.01% |
$497K - $552K
|
82K
$2.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.1K- 4.76% |
$527K - $585K
|
382K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-19.8K- 57.71% |
$546K - $606K
|
14.5K
$409K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-21.5K- 5.72% |
$594K - $658K
|
354K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.8K- 4.19% |
$657K - $729K
|
543K
$15.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-38.1K- 1.93% |
$1.05M - $1.17M
|
1.94M
$54.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-51.6K- 5.33% |
$1.42M - $1.58M
|
916K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.8K- 0.52% |
$1.57M - $1.74M
|
10.8M
$304M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.9K- 7.55% |
$1.66M - $1.84M
|
735K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-87.1K- 84.84% |
$2.4M - $2.67M
|
15.6K
$440K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-90.9K- 82.82% |
$2.51M - $2.79M
|
18.9K
$533K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-102K- 33.76% |
$2.81M - $3.12M
|
200K
$5.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-136K- 24.8% |
$3.75M - $4.16M
|
412K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-141K- 10.07% |
$3.89M - $4.31M
|
1.26M
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-221K- 7.66% |
$6.1M - $6.77M
|
2.66M
$75.2M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-7.07M- 96.43% |
$195M - $217M
|
262K
$7.4M
|