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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
750+ 4.54% |
$22.5K - $25K
|
17.3K
$487K
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
740+ 7.91% |
$22.2K - $24.7K
|
10.1K
$284K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
725+ 2.78% |
$21.7K - $24.2K
|
26.8K
$755K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
698+ 9.49% |
$20.9K - $23.3K
|
8.05K
$227K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
637+ 5.37% |
$19.1K - $21.2K
|
12.5K
$352K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
632+ 1.42% |
$19K - $21.1K
|
45.3K
$1.28M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
627+ 263.45% |
$18.8K - $20.9K
|
865
$24.4K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
597+ 6.87% |
$17.9K - $19.9K
|
9.28K
$261K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
511+ 0.56% |
$15.3K - $17K
|
92.1K
$2.59M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
511New |
$15.3K - $17K
|
511
$14.4K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
507+ 7.62% |
$15.2K - $16.9K
|
7.16K
$202K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
495+ 6.34% |
$14.8K - $16.5K
|
8.31K
$234K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
477+ 1.18% |
$14.3K - $15.9K
|
40.8K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
464+ 239.18% |
$13.9K - $15.5K
|
658
$18.5K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
454+ 5.51% |
$13.6K - $15.1K
|
8.7K
$245K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
435+ 0.82% |
$13K - $14.5K
|
53.8K
$1.51M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
410+ 1.91% |
$12.3K - $13.7K
|
21.9K
$617K
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
385+ 1.83% |
$11.5K - $12.8K
|
21.4K
$603K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
370+ 0.96% |
$11.1K - $12.3K
|
39K
$1.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
370New |
$11.1K - $12.3K
|
370
$10.4K
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
366+ 5.19% |
$11K - $12.2K
|
7.41K
$209K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
355+ 2.16% |
$10.6K - $11.8K
|
16.8K
$473K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
321New |
$9.63K - $10.7K
|
321
$9.04K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
304+ 101.33% |
$9.12K - $10.1K
|
604
$17K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
294+ 0.59% |
$8.82K - $9.8K
|
50K
$1.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
292+ 0.25% |
$8.76K - $9.73K
|
118K
$3.31M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
280+ 1.35% |
$8.4K - $9.33K
|
21.1K
$593K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
252New |
$7.56K - $8.4K
|
252
$7.1K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
250+ 9.45% |
$7.5K - $8.33K
|
2.9K
$81.6K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
246+ 4.43% |
$7.38K - $8.2K
|
5.8K
$163K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
213+ 3.15% |
$6.39K - $7.1K
|
6.97K
$196K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
202+ 2.87% |
$6.06K - $6.73K
|
7.23K
$204K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
198+ 0.5% |
$5.94K - $6.6K
|
40.1K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
188+ 0.52% |
$5.64K - $6.27K
|
36.5K
$1.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
141+ 4.11% |
$4.23K - $4.7K
|
3.57K
$101K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
139+ 0.97% |
$4.17K - $4.63K
|
14.5K
$409K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
125+ 0.79% |
$3.75K - $4.17K
|
15.9K
$447K
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
125+ 0.33% |
$3.75K - $4.17K
|
38.5K
$1.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
106New |
$3.18K - $3.53K
|
106
$2.99K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
101+ 1.16% |
$3.03K - $3.37K
|
8.79K
$248K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75+ 20.83% |
$2.25K - $2.5K
|
435
$12.3K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
67+ 0.8% |
$2.01K - $2.23K
|
8.42K
$237K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 0.57% |
$1.53K - $1.7K
|
9.08K
$256K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 0.57% |
$1.53K - $1.7K
|
9.08K
$256K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
50+ 0.08% |
$1.5K - $1.67K
|
63.8K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
43+ 0.46% |
$1.29K - $1.43K
|
9.43K
$266K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
26+ 0.96% |
$780 - $867
|
2.75K
$77.4K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.74% |
$690 - $767
|
3.13K
$88.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
19+ 0.02% |
$570 - $633
|
96.5K
$2.72M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
19+ 1.12% |
$570 - $633
|
1.72K
$48.3K
|