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 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.51K- 20.37% |
$85.8K - $98.6K
|
13.7K
$370K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.66K- 9.37% |
$89.6K - $103K
|
35.5K
$957K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.67K- 3.09% |
$89.7K - $103K
|
115K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.69K- 7.65% |
$90.3K - $104K
|
44.6K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.75K- 3.38% |
$91.8K - $106K
|
107K
$2.9M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-3.85K- 24.21% |
$94.2K - $108K
|
12.1K
$326K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3.86K- 3.08% |
$94.5K - $109K
|
121K
$3.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.08K- 5.03% |
$99.7K - $115K
|
77K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.18K- 29.75% |
$102K - $117K
|
9.86K
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.32K- 9.97% |
$106K - $122K
|
39K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-4.35K- 9.01% |
$106K - $122K
|
44K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.44K- 13.02% |
$108K - $125K
|
29.6K
$800K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.49K- 1.6% |
$110K - $126K
|
276K
$7.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-4.6K- 11.54% |
$113K - $129K
|
35.3K
$952K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.78K- 29.26% |
$117K - $134K
|
11.6K
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-4.9K- 22.27% |
$120K - $138K
|
17.1K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-4.92K- 0.57% |
$120K - $138K
|
855K
$23.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.16K- 11.61% |
$126K - $145K
|
39.3K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-5.34K- 10.13% |
$131K - $150K
|
47.4K
$1.28M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.67K- 22.85% |
$139K - $159K
|
19.1K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-5.88K- 24.58% |
$144K - $165K
|
18K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-6.07K- 33.77% |
$148K - $171K
|
11.9K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.18K- 8.83% |
$151K - $174K
|
63.8K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.26K- 30.44% |
$153K - $176K
|
14.3K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.39K- 3.27% |
$156K - $180K
|
189K
$5.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-6.74K- 22.52% |
$165K - $190K
|
23.2K
$626K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.81K- 13.47% |
$166K - $191K
|
43.7K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6.95K- 35.42% |
$170K - $196K
|
12.7K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.96K- 10.11% |
$170K - $196K
|
61.9K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-7.29K- 8.71% |
$178K - $205K
|
76.4K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-7.58K- 12.95% |
$185K - $213K
|
50.9K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-8.08K- 13.78% |
$198K - $227K
|
50.6K
$1.37M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.15K- 0.9% |
$199K - $229K
|
901K
$24.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.35K- 5.86% |
$204K - $235K
|
134K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-8.89K- 2.3% |
$218K - $250K
|
378K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-9.04K- 22.54% |
$221K - $254K
|
31K
$838K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-9.42K- 73.6% |
$230K - $265K
|
3.38K
$91.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.44K- 35.46% |
$231K - $266K
|
17.2K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.63K- 12.41% |
$235K - $271K
|
67.9K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-9.69K- 15.13% |
$237K - $273K
|
54.4K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 5.48% |
$253K - $291K
|
178K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10.5K- 7.49% |
$256K - $295K
|
130K
$3.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.6K- 30.1% |
$258K - $297K
|
24.5K
$662K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-11.2K- 27.24% |
$274K - $315K
|
29.9K
$807K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.4K- 26.75% |
$278K - $319K
|
31.1K
$839K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-11.9K- 3.9% |
$291K - $335K
|
293K
$7.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.9K- 3.11% |
$292K - $336K
|
372K
$10M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-12.1K- 40.71% |
$295K - $340K
|
17.6K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.3K- 44.31% |
$301K - $346K
|
15.5K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-12.7K- 21.92% |
$311K - $358K
|
45.3K
$1.22M
|