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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-13.5K- 41.71% |
$364K - $403K
|
18.8K
$686K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-13.5K- 4.69% |
$366K - $405K
|
275K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15K- 28.57% |
$405K - $448K
|
37.4K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.8K- 5.99% |
$454K - $502K
|
264K
$9.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-20.1K- 47.63% |
$544K - $603K
|
22.2K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-20.2K- 69.51% |
$547K - $605K
|
8.87K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.8K- 10.93% |
$590K - $653K
|
178K
$6.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22K- 5.09% |
$594K - $657K
|
410K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.3K- 1.85% |
$629K - $697K
|
1.23M
$45M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26K- 43.25% |
$703K - $778K
|
34.1K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30.5K- 63.09% |
$826K - $914K
|
17.9K
$652K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-45.9K- 40.91% |
$1.24M - $1.37M
|
66.4K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.2K- 35.14% |
$1.33M - $1.47M
|
90.7K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-57.8K- 49.2% |
$1.56M - $1.73M
|
59.7K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-58.8K- 18.15% |
$1.59M - $1.76M
|
265K
$9.67M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59.3K- 10.76% |
$1.6M - $1.77M
|
492K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-68.5K- 70.06% |
$1.85M - $2.05M
|
29.3K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-96.9K- 9.5% |
$2.62M - $2.9M
|
922K
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-172K- 1.6% |
$4.66M - $5.16M
|
10.6M
$386M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-188K- 9.72% |
$5.09M - $5.63M
|
1.75M
$63.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-252K- 3.68% |
$6.81M - $7.54M
|
6.59M
$241M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-291K- 70.56% |
$7.85M - $8.69M
|
121K
$4.42M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-416K- 94.12% |
$11.3M - $12.5M
|
26K
$950K
|