Purchases and Sales Made in Q2 2023 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
475+ 11.61% |
$9.98K - $10.3K
|
4.57K
$98.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
431+ 1.47% |
$9.05K - $9.35K
|
29.8K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
396+ 0.64% |
$8.32K - $8.59K
|
62.1K
$1.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
393+ 37.79% |
$8.25K - $8.52K
|
1.43K
$30.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
385+ 1.17% |
$8.09K - $8.35K
|
33.3K
$715K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
47New |
$987 - $1.02K
|
47
$1.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46+ 1.02% |
$966 - $998
|
4.55K
$97.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-16- 0.13% |
$336 - $347
|
12.7K
$273K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-85- 0.62% |
$1.79K - $1.84K
|
13.7K
$295K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-625- 2.27% |
$13.1K - $13.6K
|
27K
$579K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-838- 6.7% |
$17.6K - $18.2K
|
11.7K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.74K- 11.38% |
$36.5K - $37.7K
|
13.5K
$291K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 4.73% |
$36.6K - $37.8K
|
35.1K
$754K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.39K- 66.49% |
$50.1K - $51.7K
|
1.2K
$25.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.48K- 3.13% |
$52.1K - $53.8K
|
76.6K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 3.48% |
$56.3K - $58.1K
|
74.3K
$1.6M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4.17K- 9.7% |
$87.5K - $90.4K
|
38.8K
$834K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-9.54K- 5.39% |
$200K - $207K
|
167K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.96K- 2.05% |
$209K - $216K
|
477K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-201K- 41.28% |
$4.22M - $4.35M
|
286K
$6.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-225K- 11.64% |
$4.72M - $4.87M
|
1.7M
$36.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-293K- 94.99% |
$6.15M - $6.35M
|
15.4K
$332K
|