Purchases and Sales Made in Q4 2023 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 2023. 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 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
11.5KNew |
$280K - $322K
|
11.5K
$309K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
11.5K+ 94.04% |
$280K - $322K
|
23.6K
$638K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.6KNew |
$260K - $299K
|
10.6K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 10.8% |
$251K - $289K
|
105K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10KNew |
$245K - $281K
|
10K
$270K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.84KNew |
$241K - $277K
|
9.84K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.62KNew |
$235K - $271K
|
9.62K
$260K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
9.6KNew |
$235K - $270K
|
9.6K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
9.6KNew |
$235K - $270K
|
9.6K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.28KNew |
$227K - $261K
|
9.28K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
9.22KNew |
$225K - $259K
|
9.22K
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.14K+ 4.58% |
$224K - $257K
|
209K
$5.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.95K+ 3.95% |
$219K - $252K
|
236K
$6.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.74KNew |
$214K - $246K
|
8.74K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
8.58KNew |
$210K - $241K
|
8.58K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.41KNew |
$206K - $237K
|
8.41K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
8.37KNew |
$205K - $236K
|
8.37K
$226K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.35K+ 5.26% |
$204K - $235K
|
167K
$4.51M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8.24KNew |
$202K - $232K
|
8.24K
$222K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.02K+ 66.41% |
$196K - $226K
|
20.1K
$543K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.79K+ 75.87% |
$191K - $219K
|
18.1K
$488K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.76K+ 18.97% |
$190K - $218K
|
48.6K
$1.31M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
7.24KNew |
$177K - $204K
|
7.24K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7KNew |
$171K - $197K
|
7K
$189K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.5K+ 15.36% |
$159K - $183K
|
48.8K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
6.39K+ 0.54% |
$156K - $180K
|
1.19M
$32M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.71K+ 50.65% |
$140K - $161K
|
17K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.7K+ 23.61% |
$139K - $160K
|
29.9K
$806K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5.51K+ 12.92% |
$135K - $155K
|
48.1K
$1.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.33KNew |
$130K - $150K
|
5.33K
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.29K+ 31.6% |
$129K - $149K
|
22K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 973.32% |
$128K - $147K
|
5.75K
$155K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.11KNew |
$125K - $144K
|
5.11K
$138K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.78K+ 3.25% |
$117K - $135K
|
152K
$4.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.5K+ 6.43% |
$110K - $127K
|
74.5K
$2.01M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.22K+ 45.37% |
$103K - $119K
|
13.5K
$365K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.73K+ 4.28% |
$91.2K - $105K
|
90.9K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.66KNew |
$89.5K - $103K
|
3.66K
$98.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.44K+ 3.5% |
$84.1K - $96.7K
|
102K
$2.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
3.25K+ 15.56% |
$79.5K - $91.4K
|
24.1K
$651K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.96K+ 23.79% |
$72.4K - $83.2K
|
15.4K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.83K+ 4.0% |
$69.1K - $79.5K
|
73.4K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.79KNew |
$68.1K - $78.4K
|
2.79K
$75.2K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.66KNew |
$65.1K - $74.9K
|
2.66K
$71.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.65K+ 334.17% |
$64.8K - $74.5K
|
3.44K
$93K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.53K+ 1.98% |
$61.9K - $71.2K
|
130K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.46K+ 1.77% |
$60.2K - $69.2K
|
142K
$3.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.42K+ 0.36% |
$59.1K - $68K
|
670K
$18.1M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.24K+ 8.18% |
$54.7K - $63K
|
29.6K
$799K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.23K+ 7.44% |
$54.5K - $62.7K
|
32.2K
$870K
|