Purchases and Sales Made in Q2 2024 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
18.2K+ 9.0% |
$380K - $390K
|
221K
$4.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.2K+ 6.2% |
$378K - $389K
|
311K
$6.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17.6K+ 15.9% |
$366K - $376K
|
128K
$2.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.1KNew |
$335K - $344K
|
16.1K
$345K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.3K+ 129.66% |
$319K - $327K
|
27.1K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.2K+ 10.0% |
$317K - $326K
|
168K
$3.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
15.2KNew |
$316K - $324K
|
15.2K
$326K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.3K+ 68.06% |
$298K - $306K
|
35.3K
$758K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
14K+ 30.94% |
$291K - $299K
|
59.1K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 2.49% |
$277K - $285K
|
548K
$11.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9K+ 15.0% |
$268K - $275K
|
98.7K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 21.49% |
$256K - $263K
|
69.6K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.8K+ 99.16% |
$246K - $252K
|
23.7K
$509K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
10.8K+ 5.6% |
$226K - $232K
|
204K
$4.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.8K+ 26.67% |
$225K - $232K
|
51.4K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.5K+ 29.5% |
$219K - $225K
|
46.2K
$992K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.4K+ 70.43% |
$217K - $223K
|
25.2K
$540K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
10.3K+ 25.99% |
$214K - $220K
|
49.9K
$1.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 10.36% |
$214K - $220K
|
110K
$2.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10.2KNew |
$213K - $219K
|
10.2K
$220K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10K+ 61.99% |
$209K - $214K
|
26.2K
$562K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.69K+ 8.1% |
$202K - $207K
|
129K
$2.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
9.22K+ 6.48% |
$192K - $197K
|
151K
$3.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8.79K+ 7.32% |
$183K - $188K
|
129K
$2.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
8.7K+ 4.96% |
$181K - $186K
|
184K
$3.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
7.19K+ 20.16% |
$150K - $154K
|
42.9K
$920K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
6.92K+ 47.32% |
$144K - $148K
|
21.5K
$462K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.33K+ 51.02% |
$132K - $135K
|
18.7K
$402K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.3K+ 13.34% |
$131K - $135K
|
53.5K
$1.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
6.26K+ 1.07% |
$130K - $134K
|
593K
$12.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.89KNew |
$123K - $126K
|
5.89K
$126K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.55K+ 3.03% |
$116K - $119K
|
189K
$4.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.99K+ 18.3% |
$104K - $107K
|
32.2K
$692K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.76K+ 32.83% |
$99.1K - $102K
|
19.3K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.74K+ 6.75% |
$98.7K - $101K
|
75K
$1.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.61K+ 198.49% |
$95.9K - $98.5K
|
6.93K
$149K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.96K+ 16.9% |
$82.4K - $84.6K
|
27.4K
$588K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.9K+ 40.15% |
$81.2K - $83.4K
|
13.6K
$292K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.82K+ 32.48% |
$79.6K - $81.7K
|
15.6K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.5K+ 3.89% |
$72.8K - $74.8K
|
93.3K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.29KNew |
$68.6K - $70.4K
|
3.29K
$70.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.93K+ 4.07% |
$61K - $62.7K
|
75K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.89K+ 12.35% |
$60.2K - $61.8K
|
26.3K
$564K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.85K+ 13.26% |
$59.3K - $60.9K
|
24.3K
$522K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.81K+ 4.28% |
$58.6K - $60.2K
|
68.6K
$1.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.73K+ 3.58% |
$56.8K - $58.3K
|
79K
$1.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.69K+ 27.34% |
$56.1K - $57.6K
|
12.5K
$269K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.68K+ 10.48% |
$55.8K - $57.3K
|
28.2K
$606K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.64K+ 9.18% |
$55K - $56.5K
|
31.4K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.63K+ 9.66% |
$54.7K - $56.1K
|
29.8K
$640K
|