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 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.63K+ 2.31% |
$54.7K - $56.1K
|
116K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.54KNew |
$52.9K - $54.3K
|
2.54K
$54.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.43K+ 1.1% |
$50.6K - $52K
|
223K
$4.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.37K+ 4.41% |
$49.3K - $50.7K
|
56.1K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.34K+ 205.35% |
$48.7K - $50.1K
|
3.48K
$74.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.01K+ 3.41% |
$41.8K - $42.9K
|
60.9K
$1.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 4.58% |
$37.2K - $38.2K
|
40.9K
$875K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.54K+ 1.02% |
$32.1K - $33K
|
153K
$3.28M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.5K+ 6.71% |
$31.2K - $32.1K
|
23.8K
$510K
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.32K+ 0.64% |
$27.5K - $28.2K
|
209K
$4.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.16K+ 0.39% |
$24K - $24.7K
|
295K
$6.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.08KNew |
$22.4K - $23K
|
1.08K
$23.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1KNew |
$20.8K - $21.4K
|
1K
$21.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
759+ 5.71% |
$15.8K - $16.2K
|
14.1K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
700New |
$14.6K - $15K
|
700
$15K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
611+ 0.86% |
$12.7K - $13.1K
|
71.8K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
611+ 0.86% |
$12.7K - $13.1K
|
71.8K
$1.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
546+ 2.99% |
$11.4K - $11.7K
|
18.8K
$402K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
514+ 3.55% |
$10.7K - $11K
|
15K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
502+ 3.24% |
$10.5K - $10.7K
|
16K
$342K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
479+ 1.18% |
$9.97K - $10.2K
|
41.1K
$879K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
351New |
$7.31K - $7.5K
|
351
$7.51K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
347+ 0.19% |
$7.22K - $7.42K
|
185K
$3.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
178+ 3.78% |
$3.71K - $3.81K
|
4.88K
$104K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
172+ 264.62% |
$3.58K - $3.68K
|
237
$5.07K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
138+ 1.04% |
$2.87K - $2.95K
|
13.4K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
128+ 0.35% |
$2.66K - $2.74K
|
36.5K
$781K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35New |
$729 - $748
|
35
$749
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.02% |
$416 - $428
|
92.1K
$1.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.29% |
$229 - $235
|
867
$18.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 1.19% |
$62.5 - $64.1
|
255
$5.46K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-56- 0.29% |
$1.17K - $1.2K
|
19K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-332- 2.38% |
$6.91K - $7.1K
|
13.6K
$291K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-424- 2.52% |
$8.83K - $9.07K
|
16.4K
$352K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-560- 3.92% |
$11.7K - $12K
|
13.7K
$294K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-746- 3.74% |
$15.5K - $15.9K
|
19.2K
$411K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-788- 36.3% |
$16.4K - $16.8K
|
1.38K
$29.6K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-958- 1.5% |
$19.9K - $20.5K
|
63.1K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.33K- 96.02% |
$27.6K - $28.4K
|
55
$1.18K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.79K- 4.85% |
$37.3K - $38.3K
|
35.1K
$752K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 1.5% |
$99.9K - $103K
|
315K
$6.75M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 19.58% |
$217K - $223K
|
42.9K
$917K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-18K- 51.61% |
$374K - $384K
|
16.8K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.7K- 73.99% |
$576K - $592K
|
9.73K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-69K- 74.38% |
$1.44M - $1.47M
|
23.8K
$508K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-104K- 7.68% |
$2.17M - $2.23M
|
1.25M
$26.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-217K- 47.03% |
$4.52M - $4.64M
|
244K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-933K- 51.0% |
$19.4M - $19.9M
|
896K
$19.2M
|