Purchases and Sales Made in Q4 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72.1M+ 85269.07% |
$1.6B - $1.99B
|
72.1M
$2.04B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.58MNew |
$79.8M - $98.8M
|
3.58M
$101M
|
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
2.01M+ 3580.54% |
$44.7M - $55.3M
|
2.06M
$58.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
691K+ 257.52% |
$15.4M - $19M
|
959K
$27.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
690KNew |
$15.4M - $19M
|
690K
$19.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
658K+ 39.64% |
$14.6M - $18.1M
|
2.32M
$65.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
574K+ 156.16% |
$12.8M - $15.8M
|
942K
$26.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
494K+ 59.0% |
$11M - $13.6M
|
1.33M
$37.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
428K+ 584.7% |
$9.52M - $11.8M
|
501K
$14.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
299K+ 12.57% |
$6.66M - $8.24M
|
2.68M
$75.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
292KNew |
$6.5M - $8.04M
|
292K
$8.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
278K+ 8.04% |
$6.18M - $7.65M
|
3.73M
$106M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
247K+ 21.98% |
$5.5M - $6.81M
|
1.37M
$38.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
177K+ 157.23% |
$3.93M - $4.87M
|
289K
$8.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
176KNew |
$3.92M - $4.85M
|
176K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
166K+ 4.01% |
$3.69M - $4.57M
|
4.3M
$122M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
164K+ 529.66% |
$3.66M - $4.53M
|
196K
$5.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
161K+ 26.31% |
$3.59M - $4.45M
|
775K
$21.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158K+ 25.98% |
$3.52M - $4.36M
|
768K
$21.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
151K+ 171.51% |
$3.36M - $4.16M
|
239K
$6.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
143KNew |
$3.19M - $3.95M
|
143K
$4.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
142KNew |
$3.16M - $3.91M
|
142K
$4.01M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
139K+ 46.28% |
$3.1M - $3.84M
|
440K
$12.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
137KNew |
$3.05M - $3.78M
|
137K
$3.88M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
135KNew |
$3M - $3.71M
|
135K
$3.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
132K+ 7.17% |
$2.93M - $3.63M
|
1.97M
$55.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
132K+ 238.72% |
$2.93M - $3.63M
|
187K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
121K+ 158.87% |
$2.7M - $3.35M
|
198K
$5.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
106K+ 58.27% |
$2.36M - $2.92M
|
288K
$8.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
106K+ 11.46% |
$2.35M - $2.92M
|
1.03M
$29.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
99.7K+ 806.14% |
$2.22M - $2.75M
|
112K
$3.17M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
95KNew |
$2.11M - $2.62M
|
95K
$2.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
90.3KNew |
$2.01M - $2.49M
|
90.3K
$2.55M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
68.4KNew |
$1.52M - $1.88M
|
68.4K
$1.93M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
64.9K+ 4103.35% |
$1.45M - $1.79M
|
66.5K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
63.2K+ 13.5% |
$1.41M - $1.74M
|
531K
$15M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
60.4K+ 34.88% |
$1.35M - $1.67M
|
234K
$6.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
58.1K+ 88.33% |
$1.29M - $1.6M
|
124K
$3.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
56KNew |
$1.25M - $1.54M
|
56K
$1.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
55.1K+ 196.67% |
$1.23M - $1.52M
|
83.2K
$2.35M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
52K+ 9.57% |
$1.16M - $1.43M
|
596K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
49.5K+ 139.75% |
$1.1M - $1.36M
|
84.8K
$2.4M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
42.6K+ 256.78% |
$949K - $1.17M
|
59.2K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
42.5KNew |
$945K - $1.17M
|
42.5K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41.8KNew |
$931K - $1.15M
|
41.8K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41.5K+ 62.64% |
$923K - $1.14M
|
108K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
40.7K+ 119.97% |
$905K - $1.12M
|
74.5K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
40K+ 54.79% |
$890K - $1.1M
|
113K
$3.19M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.8K+ 13.83% |
$863K - $1.07M
|
319K
$9.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
38.3K+ 25.75% |
$853K - $1.06M
|
187K
$5.29M
|