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 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 5.59% |
$28.1K - $31.1K
|
17.6K
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.07K- 1.97% |
$28.9K - $32K
|
53.3K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.12K- 7.7% |
$30.1K - $33.4K
|
13.4K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 8.63% |
$30.2K - $33.5K
|
11.8K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.19K- 1.91% |
$32.1K - $35.6K
|
61.2K
$1.74M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.28K- 4.0% |
$34.6K - $38.3K
|
30.8K
$872K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 13.66% |
$37K - $40.9K
|
8.64K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.7K- 8.13% |
$46K - $50.9K
|
19.2K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2K- 20.06% |
$53.9K - $59.7K
|
7.95K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.04K- 6.76% |
$55K - $60.9K
|
28.1K
$796K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.18K- 19.97% |
$58.8K - $65.1K
|
8.72K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.18K- 11.86% |
$58.8K - $65.1K
|
16.2K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.22K- 8.27% |
$59.9K - $66.3K
|
24.6K
$698K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.24K- 15.79% |
$60.7K - $67.1K
|
12K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.44K- 7.8% |
$66K - $73K
|
28.9K
$819K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.66K- 8.95% |
$72K - $79.7K
|
27.1K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.78K- 12.01% |
$75.2K - $83.3K
|
20.4K
$578K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-3.28K- 22.95% |
$88.6K - $98.1K
|
11K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.48K- 4.42% |
$93.9K - $104K
|
75.1K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.48K- 0.52% |
$94.2K - $104K
|
672K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.55K- 29.08% |
$95.8K - $106K
|
8.65K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.6K- 32.55% |
$97.3K - $108K
|
7.46K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.72K- 11.3% |
$100K - $111K
|
29.2K
$828K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.27K- 27.0% |
$115K - $128K
|
11.5K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.4K- 17.77% |
$119K - $132K
|
20.4K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.7K- 16.18% |
$127K - $141K
|
24.4K
$691K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.12K- 9.87% |
$139K - $153K
|
46.8K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.16K- 15.94% |
$139K - $154K
|
27.2K
$772K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.35K- 15.45% |
$172K - $190K
|
34.7K
$985K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.05K- 16.13% |
$190K - $211K
|
36.6K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.61K- 17.21% |
$206K - $228K
|
36.6K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-7.67K- 28.55% |
$207K - $230K
|
19.2K
$545K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7.74K- 2.14% |
$209K - $232K
|
354K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.41K- 3.1% |
$227K - $252K
|
263K
$7.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.51K- 8.14% |
$230K - $254K
|
96K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.92K- 54.49% |
$241K - $267K
|
7.45K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10K- 16.53% |
$270K - $299K
|
50.5K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.4K- 2.63% |
$335K - $371K
|
458K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-58.8K- 18.15% |
$1.59M - $1.76M
|
265K
$7.52M
|