Purchases and Sales Made in Q1 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
26.2K+ 100.36% |
$786K - $873K
|
52.3K
$1.47M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
25.7K+ 13.21% |
$771K - $857K
|
220K
$6.21M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
25.7K+ 5.3% |
$770K - $855K
|
510K
$14.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
24.6K+ 24.42% |
$737K - $819K
|
125K
$3.53M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
24.5K+ 3.11% |
$734K - $816K
|
811K
$22.8M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.8K+ 13.58% |
$714K - $793K
|
199K
$5.61M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.4K+ 94.81% |
$701K - $779K
|
48K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
23.1KNew |
$693K - $771K
|
23.1K
$651K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
23K+ 312.72% |
$690K - $767K
|
30.4K
$855K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.5KNew |
$675K - $750K
|
22.5K
$634K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
21.9K+ 42.37% |
$657K - $730K
|
73.6K
$2.07M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
20.7KNew |
$620K - $689K
|
20.7K
$582K
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
19.4KNew |
$582K - $646K
|
19.4K
$546K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18.3KNew |
$549K - $611K
|
18.3K
$516K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.2K+ 31.82% |
$544K - $605K
|
75.2K
$2.12M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
17.9K+ 20.05% |
$538K - $598K
|
107K
$3.02M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
17.4K+ 4.14% |
$522K - $580K
|
438K
$12.3M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
16.3K+ 11.99% |
$489K - $543K
|
152K
$4.29M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16.1K+ 92.57% |
$483K - $537K
|
33.5K
$943K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.9KNew |
$478K - $531K
|
15.9K
$449K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.5K+ 0.62% |
$465K - $516K
|
2.51M
$70.7M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
15.5K+ 6.81% |
$464K - $515K
|
242K
$6.83M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
15.2K+ 27.59% |
$456K - $507K
|
70.3K
$1.98M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
14.3K+ 28.8% |
$429K - $477K
|
64K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
14K+ 6.19% |
$420K - $467K
|
240K
$6.77M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14K+ 258.73% |
$420K - $467K
|
19.4K
$547K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
13.8K+ 26.46% |
$415K - $462K
|
66.2K
$1.86M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
13.5K+ 4.82% |
$405K - $450K
|
294K
$8.27M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13KNew |
$390K - $434K
|
13K
$366K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12.7K+ 55.88% |
$381K - $423K
|
35.4K
$997K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$379K - $421K
|
12.6K
$356K
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
12.3KNew |
$368K - $410K
|
12.3K
$346K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.3K+ 7.33% |
$368K - $409K
|
180K
$5.06M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12K+ 24.32% |
$360K - $400K
|
61.4K
$1.73M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.9K+ 35.45% |
$357K - $397K
|
45.5K
$1.28M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.9KNew |
$357K - $397K
|
11.9K
$335K
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
11.6KNew |
$347K - $385K
|
11.6K
$325K
|
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
11.5KNew |
$345K - $383K
|
11.5K
$324K
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
BUY
|
- |
11.5KNew |
$345K - $383K
|
11.5K
$324K
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11K+ 16.92% |
$330K - $367K
|
76K
$2.14M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11K+ 7.97% |
$329K - $365K
|
148K
$4.18M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$325K - $361K
|
10.8K
$305K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
10.6K+ 3.16% |
$318K - $353K
|
346K
$9.76M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
10.6KNew |
$317K - $353K
|
10.6K
$298K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
10.5KNew |
$315K - $350K
|
10.5K
$296K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.1K+ 2.59% |
$303K - $337K
|
401K
$11.3M
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
10KNew |
$301K - $335K
|
10K
$283K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.18K+ 19.15% |
$275K - $306K
|
57.1K
$1.61M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.82KNew |
$265K - $294K
|
8.82K
$249K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.64KNew |
$259K - $288K
|
8.64K
$243K
|