Purchases and Sales Made in Q1 2022 in Ishares Tr (IDV)

IDV Quotes by TradingView

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
Argent Advisors, Inc.

Monroe, LA
BUY
 -
8.07K
+ 13.72%
$242K - $269K
66.9K $1.88M
May 09, 2022 Q1 2022
Commerce Bank

Kansas City, MO
BUY
 -
7.99K
+ 16.99%
$239K - $266K
55K $1.55M
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
7.9K
+ 72.68%
$237K - $263K
18.8K $529K
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

BUY
 -
7.52K
New
$226K - $251K
7.52K $212K
May 11, 2022 Q1 2022
Vicus Capital

State College, PA
BUY
 -
7.44K
+ 37.79%
$223K - $248K
27.1K $764K
May 02, 2022 Q1 2022
Brandywine Oak Private Wealth LLC

BUY
 -
7.35K
+ 10.21%
$220K - $245K
79.4K $2.24M
May 12, 2022 Q1 2022
Archetype Wealth Partners

Houston, TX
BUY
 -
7.16K
+ 13.03%
$215K - $238K
62.1K $1.75M
May 13, 2022 Q1 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
7.11K
+ 16.74%
$213K - $237K
49.6K $1.4M
May 06, 2022 Q1 2022
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
7.09K
New
$213K - $236K
7.09K $200K
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

BUY
 -
7.02K
New
$211K - $234K
7.02K $198K
May 05, 2022 Q1 2022
Financial Sense Advisors, Inc.

BUY
 -
6.91K
New
$207K - $230K
6.91K $195K
May 13, 2022 Q1 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
6.65K
New
$199K - $221K
6.65K $187K
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

BUY
 -
6.62K
+ 18.62%
$198K - $221K
42.1K $1.19M
May 12, 2022 Q1 2022
Running Point Capital Advisors, LLC

BUY
 -
6.61K
New
$198K - $220K
6.61K $186K
May 04, 2022 Q1 2022
Ifg Advisory, LLC

BUY
 -
6.57K
New
$197K - $219K
6.57K $185K
Aug 15, 2022 Q1 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
6.48K
New
$194K - $216K
6.48K $183K
May 11, 2022 Q1 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
6.43K
New
$193K - $214K
6.43K $181K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
6.37K
New
$191K - $212K
6.37K $179K
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
6.35K
New
$190K - $211K
6.35K $179K
May 05, 2022 Q1 2022
North Rock Partners, LLC

BUY
 -
6.33K
New
$190K - $211K
6.33K $178K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
6.12K
+ 1.9%
$184K - $204K
329K $9.26M
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
5.96K
+ 10.17%
$179K - $198K
64.5K $1.82M
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
5.85K
+ 123.29%
$176K - $195K
10.6K $299K
May 16, 2022 Q1 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
5.83K
+ 11.02%
$175K - $194K
58.7K $1.65M
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
5.71K
+ 30.29%
$171K - $190K
24.6K $692K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
5.69K
+ 75.71%
$171K - $190K
13.2K $372K
Apr 27, 2022 Q1 2022
Comerica Bank

BUY
 -
5.59K
+ 3.21%
$168K - $186K
180K $5.06M
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

BUY
 -
5.58K
+ 64.42%
$167K - $186K
14.3K $401K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.48K
+ 4.07%
$164K - $183K
140K $3.95M
May 12, 2022 Q1 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
5.47K
+ 2.0%
$164K - $182K
279K $7.87M
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
5.45K
+ 135.85%
$164K - $182K
9.47K $267K
May 16, 2022 Q1 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
5.43K
+ 14.35%
$163K - $181K
43.2K $1.22M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
5.38K
+ 3.38%
$161K - $179K
165K $4.64M
May 13, 2022 Q1 2022
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
5.17K
+ 4.63%
$155K - $172K
117K $3.29M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
5.14K
+ 55.22%
$154K - $171K
14.4K $407K
May 04, 2022 Q1 2022
Crescent Grove Advisors, LLC

BUY
 -
5.07K
+ 24.74%
$152K - $169K
25.6K $720K
Apr 25, 2022 Q1 2022
Collective Family Office LLC

BUY
 -
5K
+ 11.34%
$150K - $167K
49.1K $1.38M
May 13, 2022 Q1 2022
Interchange Capital Partners, LLC

BUY
 -
4.9K
+ 14.15%
$147K - $163K
39.6K $1.11M
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.82K
+ 18.33%
$145K - $161K
31.1K $877K
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
4.68K
+ 19.42%
$140K - $156K
28.7K $810K
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
4.52K
New
$136K - $151K
4.52K $127K
Apr 12, 2022 Q1 2022
Hya Advisors, Inc

BUY
 -
4.13K
+ 6.95%
$124K - $138K
63.6K $1.79M
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
4.12K
+ 30.21%
$123K - $137K
17.7K $500K
Apr 21, 2022 Q1 2022
Essex Financial Services, Inc.

BUY
 -
4K
+ 15.32%
$120K - $133K
30.1K $848K
May 06, 2022 Q1 2022
Fountainhead Am, LLC

Warren, NJ
BUY
 -
3.62K
+ 1.12%
$109K - $121K
328K $9.24M
Oct 04, 2023 Q1 2022
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
3.33K
+ 11.87%
$99.8K - $111K
31.4K $883K
May 16, 2022 Q1 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
3.12K
+ 11.33%
$93.6K - $104K
30.7K $864K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.11K
+ 4.55%
$93.4K - $104K
71.5K $2.02M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.96K
+ 8.26%
$88.8K - $98.7K
38.8K $1.09M

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