Purchases and Sales Made in Q4 2024 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 2024. 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 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
205KNew |
$5.55M - $6.15M
|
205K
$5.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
143KNew |
$3.86M - $4.28M
|
143K
$4.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
84.3KNew |
$2.28M - $2.52M
|
84.3K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
77.8KNew |
$2.1M - $2.33M
|
77.8K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55K+ 8.35% |
$1.49M - $1.65M
|
713K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
50.4K+ 19.66% |
$1.36M - $1.51M
|
306K
$8.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
32.3K+ 16.39% |
$874K - $967K
|
230K
$6.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
31KNew |
$837K - $927K
|
31K
$879K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
29.4K+ 7.3% |
$794K - $879K
|
432K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
28.1K+ 11.36% |
$760K - $842K
|
276K
$7.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.9K+ 34.36% |
$593K - $656K
|
85.7K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
21.6K+ 11.77% |
$584K - $646K
|
205K
$5.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
19.4KNew |
$523K - $579K
|
19.4K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.4K+ 13.14% |
$361K - $400K
|
115K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
12.3K+ 62.41% |
$332K - $367K
|
31.9K
$906K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6K+ 23.09% |
$286K - $317K
|
56.5K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.2KNew |
$276K - $305K
|
10.2K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.72K+ 5.52% |
$263K - $291K
|
186K
$5.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
9.27K+ 1.07% |
$251K - $277K
|
875K
$24.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.85KNew |
$239K - $265K
|
8.85K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.66K+ 22.02% |
$234K - $259K
|
48K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
8.24KNew |
$223K - $247K
|
8.24K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.65KNew |
$207K - $229K
|
7.65K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.23KNew |
$195K - $216K
|
7.23K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.07K+ 25.31% |
$191K - $212K
|
35K
$993K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
5.48K+ 2.09% |
$148K - $164K
|
267K
$7.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.39KNew |
$146K - $161K
|
5.39K
$153K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.22K+ 26.74% |
$141K - $156K
|
24.7K
$702K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.2K+ 12.59% |
$140K - $155K
|
46.5K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.3K+ 11.83% |
$116K - $129K
|
40.6K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.91K+ 8.4% |
$106K - $117K
|
50.5K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.51K+ 6.51% |
$95K - $105K
|
57.5K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.05K+ 28.15% |
$82.4K - $91.2K
|
13.9K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 5.8% |
$72.9K - $80.7K
|
49.2K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.59K+ 7.96% |
$69.9K - $77.4K
|
35.1K
$996K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.06K+ 18.15% |
$55.8K - $61.8K
|
13.4K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2K+ 5.89% |
$53.9K - $59.7K
|
35.8K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.9K+ 1.27% |
$51.2K - $56.7K
|
151K
$4.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.71K+ 6.67% |
$46.1K - $51K
|
27.3K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 4.47% |
$43.2K - $47.8K
|
37.3K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.37K+ 1.1% |
$37.1K - $41.1K
|
127K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 4.34% |
$36.5K - $40.4K
|
32.5K
$921K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.3K+ 2.41% |
$35K - $38.8K
|
55K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.07K+ 177.67% |
$28.8K - $31.9K
|
1.67K
$47.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.06KNew |
$28.7K - $31.8K
|
1.06K
$30.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
996+ 0.45% |
$26.9K - $29.8K
|
220K
$6.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
939+ 7.09% |
$25.4K - $28.1K
|
14.2K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
656+ 2.4% |
$17.7K - $19.6K
|
27.9K
$793K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
600+ 2.42% |
$16.2K - $18K
|
25.4K
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
540+ 2.58% |
$14.6K - $16.2K
|
21.5K
$610K
|