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
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.58% |
$954 - $1.1K
|
6.79K
$183K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
37+ 2.49% |
$905 - $1.04K
|
1.52K
$41.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
34+ 0.27% |
$832 - $956
|
12.7K
$342K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 3.37% |
$734 - $844
|
920
$24.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 3.37% |
$563 - $647
|
706
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20+ 0.19% |
$489 - $563
|
10.6K
$287K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
18+ 0.58% |
$440 - $506
|
3.12K
$84.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 0.04% |
$318 - $366
|
34.5K
$931K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.19% |
$171 - $197
|
3.65K
$98.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5+ 0.05% |
$122 - $141
|
10.5K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.01% |
$73.4 - $84.4
|
20.7K
$558K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1New |
$24.5 - $28.1
|
1
$27
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 11.11% |
$24.5 - $28.1
|
10
$270
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-22- 0.08% |
$538 - $619
|
26.1K
$704K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23- 0.15% |
$563 - $647
|
15.7K
$423K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 5.8% |
$734 - $844
|
487
$13.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-39- 0.16% |
$954 - $1.1K
|
25K
$676K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-40- 0.3% |
$978 - $1.13K
|
13.2K
$357K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-40- 0.3% |
$978 - $1.13K
|
13.2K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-41- 51.25% |
$1K - $1.15K
|
39
$1.05K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 20.0% |
$1.22K - $1.41K
|
200
$5.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-66- 0.02% |
$1.61K - $1.86K
|
385K
$10.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-68- 0.05% |
$1.66K - $1.91K
|
129K
$3.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-91- 0.65% |
$2.23K - $2.56K
|
13.9K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-116- 1.38% |
$2.84K - $3.26K
|
8.31K
$224K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-130- 1.85% |
$3.18K - $3.66K
|
6.92K
$187K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-141- 0.4% |
$3.45K - $3.97K
|
35.4K
$957K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-144- 1.01% |
$3.52K - $4.05K
|
14.1K
$379K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-157- 1.7% |
$3.84K - $4.42K
|
9.09K
$246K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-166- 2.49% |
$4.06K - $4.67K
|
6.51K
$176K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-192- 1.71% |
$4.7K - $5.4K
|
11K
$297K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-194- 11.46% |
$4.75K - $5.46K
|
1.5K
$40.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-195- 20.95% |
$4.77K - $5.49K
|
736
$19.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-252- 2.02% |
$6.16K - $7.09K
|
12.2K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-288- 2.86% |
$7.04K - $8.1K
|
9.8K
$264K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-289- 17.55% |
$7.07K - $8.13K
|
1.36K
$36.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-310- 1.86% |
$7.58K - $8.72K
|
16.3K
$441K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-336- 2.47% |
$8.22K - $9.45K
|
13.3K
$358K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-366- 39.96% |
$8.95K - $10.3K
|
550
$14.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-370- 3.9% |
$9.05K - $10.4K
|
9.11K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-384- 0.61% |
$9.39K - $10.8K
|
62.1K
$1.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-427- 1.36% |
$10.4K - $12K
|
30.9K
$833K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-439- 1.63% |
$10.7K - $12.3K
|
26.5K
$715K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-466- 3.26% |
$11.4K - $13.1K
|
13.8K
$373K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-511- 3.33% |
$12.5K - $14.4K
|
14.8K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-535- 4.31% |
$13.1K - $15K
|
11.9K
$321K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-537- 2.19% |
$13.1K - $15.1K
|
24K
$647K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-538- 2.97% |
$13.2K - $15.1K
|
17.6K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-550- 13.75% |
$13.5K - $15.5K
|
3.45K
$93.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-566- 4.68% |
$13.8K - $15.9K
|
11.5K
$311K
|