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 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.5K+ 4.38% |
$44.7K - $47.7K
|
35.8K
$1.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
1.46K+ 5.2% |
$43.4K - $46.2K
|
29.5K
$831K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.46KNew |
$43.3K - $46.1K
|
1.46K
$41K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.41KNew |
$42K - $44.7K
|
1.41K
$39.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.36K+ 5.96% |
$40.3K - $43K
|
24.1K
$679K
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.34K+ 0.53% |
$40K - $42.6K
|
256K
$7.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.34K+ 19.42% |
$39.9K - $42.5K
|
8.24K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.3K+ 7.94% |
$38.7K - $41.2K
|
17.7K
$499K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.29K+ 3.47% |
$38.5K - $41K
|
38.6K
$1.09M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.14K+ 1.42% |
$33.8K - $36.1K
|
81.3K
$2.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.11K+ 3.4% |
$32.9K - $35K
|
33.6K
$948K
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.08K+ 10.68% |
$32.2K - $34.3K
|
11.2K
$316K
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
1.08K+ 2.36% |
$32.1K - $34.2K
|
46.8K
$1.32M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.06K+ 0.91% |
$31.6K - $33.7K
|
117K
$3.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
948+ 18.32% |
$28.2K - $30.1K
|
6.12K
$173K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
904+ 0.09% |
$26.9K - $28.7K
|
977K
$27.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
875+ 9.01% |
$26K - $27.7K
|
10.6K
$299K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
850+ 17.29% |
$25.3K - $27K
|
5.77K
$163K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
807+ 10.69% |
$24K - $25.6K
|
8.35K
$236K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
780+ 1.29% |
$23.2K - $24.7K
|
61K
$1.72M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
756+ 30.86% |
$22.5K - $24K
|
3.21K
$90.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
701+ 1.34% |
$20.9K - $22.2K
|
52.9K
$1.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
693New |
$20.6K - $22K
|
693
$19.5K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
684New |
$20.4K - $21.7K
|
684
$19.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
646+ 34.18% |
$19.2K - $20.5K
|
2.54K
$71.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
640+ 2.38% |
$19.1K - $20.3K
|
27.5K
$777K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
620+ 3.23% |
$18.5K - $19.7K
|
19.8K
$559K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600New |
$17.9K - $19K
|
600
$16.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
497+ 3.74% |
$14.8K - $15.8K
|
13.8K
$389K
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
488+ 2.43% |
$14.5K - $15.5K
|
20.6K
$581K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
475+ 3.27% |
$14.1K - $15.1K
|
15K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
428+ 5.88% |
$12.7K - $13.6K
|
7.7K
$217K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
413New |
$12.3K - $13.1K
|
413
$11.7K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
404New |
$12K - $12.8K
|
404
$11.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
402New |
$12K - $12.7K
|
402
$11.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
360New |
$10.7K - $11.4K
|
360
$10.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
350New |
$10.4K - $11.1K
|
350
$9.87K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
348+ 0.39% |
$10.4K - $11K
|
89K
$2.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
335+ 1.64% |
$9.97K - $10.6K
|
20.8K
$586K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
326+ 0.76% |
$9.71K - $10.3K
|
43.3K
$1.22M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
313New |
$9.32K - $9.93K
|
313
$8.83K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
265+ 0.9% |
$7.89K - $8.4K
|
29.7K
$837K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
264+ 2.86% |
$7.86K - $8.37K
|
9.5K
$268K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
218+ 2.17% |
$6.49K - $6.91K
|
10.2K
$289K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
218+ 3.53% |
$6.49K - $6.91K
|
6.39K
$180K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
204+ 0.5% |
$6.07K - $6.47K
|
40.7K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
175+ 0.2% |
$5.21K - $5.55K
|
87.5K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
150+ 7.71% |
$4.47K - $4.76K
|
2.1K
$59.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
138+ 1.5% |
$4.11K - $4.38K
|
9.35K
$264K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
118+ 9.08% |
$3.51K - $3.74K
|
1.42K
$40K
|