Purchases and Sales Made in Q3 2023 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.6K+ 6.82% |
$93.5K - $97.8K
|
72K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.24K+ 848.0% |
$86.2K - $90.1K
|
4.74K
$102K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.42K+ 2.05% |
$69.6K - $72.8K
|
171K
$3.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.95KNew |
$59.9K - $62.7K
|
2.95K
$63.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.61K+ 22.1% |
$53.1K - $55.5K
|
14.4K
$310K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.55KNew |
$31.6K - $33K
|
1.55K
$33.3K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.51K+ 3.89% |
$30.7K - $32.1K
|
40.3K
$865K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.28K+ 10.94% |
$26K - $27.1K
|
12.9K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.19KNew |
$24.2K - $25.3K
|
1.19K
$25.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.17K+ 39.19% |
$23.7K - $24.8K
|
4.14K
$88.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
965+ 3.58% |
$19.6K - $20.5K
|
27.9K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
962+ 69.56% |
$19.6K - $20.5K
|
2.35K
$50.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
505+ 0.36% |
$10.3K - $10.7K
|
139K
$2.99M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
362New |
$7.36K - $7.7K
|
362
$7.77K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
170New |
$3.46K - $3.61K
|
170
$3.65K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167+ 1.17% |
$3.4K - $3.55K
|
14.5K
$311K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
115New |
$2.34K - $2.44K
|
115
$2.47K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 1.06% |
$976 - $1.02K
|
4.6K
$98.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
45+ 0.33% |
$915 - $957
|
13.8K
$295K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
45+ 0.33% |
$915 - $957
|
13.8K
$295K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-264- 0.89% |
$5.37K - $5.61K
|
29.6K
$634K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-312- 15.62% |
$6.35K - $6.63K
|
1.69K
$36.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-352- 1.06% |
$7.16K - $7.48K
|
32.9K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 8.08% |
$22.3K - $23.3K
|
12.5K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.33K- 10.42% |
$27K - $28.2K
|
11.4K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.93K- 6.33% |
$80K - $83.6K
|
58.1K
$1.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 1.38% |
$91.8K - $96K
|
322K
$6.91M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.17K- 8.31% |
$126K - $131K
|
68.1K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 91.1% |
$245K - $256K
|
1.18K
$25.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.4K- 4.4% |
$557K - $582K
|
595K
$12.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-58.8K- 19.86% |
$1.2M - $1.25M
|
237K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-63.6K- 85.01% |
$1.29M - $1.35M
|
11.2K
$240K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-457K- 26.83% |
$9.3M - $9.72M
|
1.25M
$26.8M
|