Purchases and Sales Made in Q4 2021 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.16K+ 1.61% |
$183K - $195K
|
389K
$11M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
5.47K+ 6.7% |
$163K - $173K
|
87.1K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.41KNew |
$161K - $172K
|
5.41K
$153K
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
5.34K+ 18.49% |
$159K - $169K
|
34.2K
$965K
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.32K+ 32.88% |
$158K - $169K
|
21.5K
$607K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.3K+ 21.44% |
$158K - $168K
|
30K
$847K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
5.24K+ 49.48% |
$156K - $166K
|
15.8K
$446K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.16K+ 30.84% |
$154K - $164K
|
21.9K
$617K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.85KNew |
$144K - $154K
|
4.85K
$137K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.78KNew |
$142K - $152K
|
4.78K
$135K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.78K+ 3.6% |
$142K - $151K
|
137K
$3.88M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.61K+ 2467.38% |
$137K - $146K
|
4.8K
$135K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.49KNew |
$134K - $142K
|
4.49K
$127K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.39K+ 24.71% |
$131K - $139K
|
22.1K
$624K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.29K+ 19.53% |
$128K - $136K
|
26.2K
$740K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.16K+ 12.57% |
$124K - $132K
|
37.3K
$1.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.03K+ 3.06% |
$120K - $128K
|
136K
$3.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.01KNew |
$119K - $127K
|
4.01K
$113K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.01K+ 0.97% |
$119K - $127K
|
419K
$11.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.89K+ 7.08% |
$116K - $123K
|
58.8K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.84K+ 7.02% |
$114K - $122K
|
58.6K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.57K+ 7.33% |
$106K - $113K
|
52.3K
$1.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.57K+ 2.14% |
$106K - $113K
|
170K
$4.8M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.55K+ 1.39% |
$106K - $113K
|
259K
$7.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.37K+ 5.03% |
$100K - $107K
|
70.4K
$1.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.32KNew |
$98.8K - $105K
|
3.32K
$93.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.1K+ 4.37% |
$92.2K - $98.2K
|
73.9K
$2.08M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
2.94K+ 4.58% |
$87.4K - $93.1K
|
67K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.83K+ 4.31% |
$84.1K - $89.6K
|
68.4K
$1.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.77K+ 6.96% |
$82.3K - $87.7K
|
42.5K
$1.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.71K+ 7.64% |
$80.7K - $86K
|
38.2K
$1.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.6K+ 13.98% |
$77.3K - $82.4K
|
21.2K
$598K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.53K+ 2.91% |
$75.3K - $80.2K
|
89.4K
$2.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.51K+ 4.12% |
$74.8K - $79.7K
|
63.6K
$1.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.5K+ 4.0% |
$74.4K - $79.3K
|
65K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 5.63% |
$71.4K - $76K
|
45K
$1.27M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.28K+ 10.88% |
$67.8K - $72.2K
|
23.2K
$654K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.28K+ 10.88% |
$67.8K - $72.2K
|
23.2K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.19KNew |
$65.2K - $69.4K
|
2.19K
$61.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.19K+ 5.8% |
$65.2K - $69.4K
|
39.9K
$1.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.97K+ 22.43% |
$58.6K - $62.4K
|
10.7K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.84K+ 15.82% |
$54.7K - $58.3K
|
13.5K
$380K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.79K+ 9.57% |
$53.3K - $56.8K
|
20.5K
$578K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 10.27% |
$53K - $56.4K
|
19.1K
$539K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.7K+ 7.8% |
$50.7K - $54K
|
23.5K
$664K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.7KNew |
$50.5K - $53.8K
|
1.7K
$47.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.66K+ 53.56% |
$49.3K - $52.5K
|
4.75K
$134K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.59K+ 1067.11% |
$47.3K - $50.4K
|
1.74K
$49.1K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.53KNew |
$45.6K - $48.5K
|
1.53K
$43.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.51K+ 6.45% |
$45.1K - $48K
|
25K
$705K
|