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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.04K+ 6.29% |
$49.8K - $57.3K
|
34.4K
$930K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.03K+ 23.5% |
$49.7K - $57.1K
|
10.7K
$288K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.01K+ 5.78% |
$49.2K - $56.6K
|
36.9K
$995K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.76K+ 2.12% |
$43.1K - $49.6K
|
85.1K
$2.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.76K+ 11.78% |
$43K - $49.5K
|
16.7K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.46K+ 0.52% |
$35.7K - $41.1K
|
282K
$7.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.31KNew |
$32.1K - $36.9K
|
1.31K
$35.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.28K+ 1.41% |
$31.3K - $36K
|
91.7K
$2.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.26K+ 2.78% |
$30.7K - $35.3K
|
46.4K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 5.68% |
$30.5K - $35.1K
|
23.2K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25K+ 3458.33% |
$30.5K - $35K
|
1.28K
$34.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.19K+ 39.66% |
$29.1K - $33.4K
|
4.19K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.18K+ 6.3% |
$28.7K - $33.1K
|
19.8K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.06K+ 1.73% |
$26K - $29.8K
|
62.5K
$1.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
974+ 225.46% |
$23.8K - $27.4K
|
1.41K
$38K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
910+ 1.65% |
$22.3K - $25.6K
|
55.9K
$1.51M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
898+ 3.19% |
$22K - $25.3K
|
29K
$783K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
898+ 3.19% |
$22K - $25.3K
|
29K
$783K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
825+ 1.39% |
$20.2K - $23.2K
|
60.3K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
780New |
$19.1K - $21.9K
|
780
$21.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
604+ 4.87% |
$14.8K - $17K
|
13K
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
594New |
$14.5K - $16.7K
|
594
$16K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
577+ 21.63% |
$14.1K - $16.2K
|
3.24K
$87.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
565+ 29.12% |
$13.8K - $15.9K
|
2.51K
$67.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
551+ 0.97% |
$13.5K - $15.5K
|
57.4K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
540New |
$13.2K - $15.2K
|
540
$14.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
534+ 2.17% |
$13.1K - $15K
|
25.2K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500New |
$12.2K - $14.1K
|
500
$13.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
476+ 1.08% |
$11.6K - $13.4K
|
44.4K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
448+ 2.57% |
$11K - $12.6K
|
17.9K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
410+ 28.47% |
$10K - $11.5K
|
1.85K
$50K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
400New |
$9.78K - $11.3K
|
400
$10.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
394New |
$9.64K - $11.1K
|
394
$10.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
297+ 3.24% |
$7.26K - $8.35K
|
9.48K
$256K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
274+ 2.56% |
$6.7K - $7.71K
|
11K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
228+ 2.93% |
$5.58K - $6.41K
|
8.01K
$216K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
204+ 3.3% |
$4.99K - $5.74K
|
6.39K
$173K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
201+ 0.86% |
$4.92K - $5.65K
|
23.5K
$633K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$4.89K - $5.63K
|
200
$5.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
199+ 1.85% |
$4.87K - $5.6K
|
10.9K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
194New |
$4.75K - $5.46K
|
194
$5.24K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
141New |
$3.45K - $3.97K
|
141
$3.81K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
110+ 0.46% |
$2.69K - $3.09K
|
24K
$648K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
100+ 0.53% |
$2.45K - $2.81K
|
19.1K
$515K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
91+ 1.03% |
$2.23K - $2.56K
|
8.89K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
84+ 0.36% |
$2.05K - $2.36K
|
23.4K
$631K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
78+ 0.52% |
$1.91K - $2.19K
|
15K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
63+ 3.33% |
$1.54K - $1.77K
|
1.95K
$52.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
59New |
$1.44K - $1.66K
|
59
$1.59K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$1.22K - $1.41K
|
50
$1.35K
|