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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.03K+ 4.85% |
$45.3K - $56.1K
|
44K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.93K+ 27.32% |
$42.9K - $53.1K
|
8.97K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.86KNew |
$41.3K - $51.1K
|
1.86K
$52.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.77K+ 21.84% |
$39.5K - $48.9K
|
9.89K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.71K+ 6.81% |
$38K - $47.1K
|
26.8K
$758K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 4.58% |
$36.6K - $45.3K
|
37.6K
$1.06M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
1.51K+ 8.18% |
$33.5K - $41.5K
|
19.9K
$563K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.5K+ 21.13% |
$33.4K - $41.3K
|
8.6K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$32.8K - $40.6K
|
1.47K
$41.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.38K+ 1.23% |
$30.7K - $38K
|
114K
$3.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.3KNew |
$29K - $35.9K
|
1.3K
$36.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.29K+ 0.21% |
$28.7K - $35.5K
|
613K
$17.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.28KNew |
$28.4K - $35.2K
|
1.28K
$36.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
1.27K+ 35.83% |
$28.3K - $35.1K
|
4.83K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.17K+ 8.15% |
$26K - $32.1K
|
15.5K
$437K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.13K+ 18.29% |
$25.2K - $31.3K
|
7.34K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.1K+ 1.26% |
$24.4K - $30.2K
|
88.3K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 4.17% |
$22.3K - $27.6K
|
25K
$707K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
997+ 2.93% |
$22.2K - $27.5K
|
35K
$989K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
916+ 3.28% |
$20.4K - $25.2K
|
28.8K
$814K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
870+ 6.24% |
$19.4K - $24K
|
14.8K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
865+ 1.67% |
$19.3K - $23.8K
|
52.7K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
831+ 0.12% |
$18.5K - $22.9K
|
685K
$19.4M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
813New |
$18.1K - $22.4K
|
813
$23K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
800New |
$17.8K - $22K
|
800
$22.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
800New |
$17.8K - $22K
|
800
$22.6K
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
770+ 2.36% |
$17.1K - $21.2K
|
33.4K
$944K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
766+ 3.38% |
$17.1K - $21.1K
|
23.4K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
700+ 0.68% |
$15.6K - $19.3K
|
104K
$2.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
635+ 0.23% |
$14.1K - $17.5K
|
276K
$7.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
619+ 0.96% |
$13.8K - $17.1K
|
65.1K
$1.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
380+ 1.59% |
$8.46K - $10.5K
|
24.3K
$686K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
278+ 18.27% |
$6.19K - $7.66K
|
1.8K
$50.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
252New |
$5.61K - $6.95K
|
252
$7.12K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$5.57K - $6.89K
|
250
$7.07K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
233New |
$5.19K - $6.42K
|
233
$6.59K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
190New |
$4.23K - $5.24K
|
190
$5.37K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
178+ 0.56% |
$3.96K - $4.91K
|
31.9K
$901K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
172+ 1.19% |
$3.83K - $4.74K
|
14.6K
$412K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
138+ 0.83% |
$3.07K - $3.8K
|
16.8K
$476K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
130+ 0.67% |
$2.89K - $3.58K
|
19.5K
$551K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
128+ 1.39% |
$2.85K - $3.53K
|
9.37K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 212.77% |
$2.23K - $2.76K
|
147
$4.16K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
92+ 10.19% |
$2.05K - $2.54K
|
995
$28.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
76+ 0.46% |
$1.69K - $2.09K
|
16.6K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
64New |
$1.42K - $1.76K
|
64
$1.81K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
54+ 0.56% |
$1.2K - $1.49K
|
9.68K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
52+ 39.1% |
$1.16K - $1.43K
|
185
$5.23K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 0.29% |
$1.09K - $1.35K
|
17.2K
$485K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
39+ 0.07% |
$868 - $1.07K
|
55.5K
$1.57M
|