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 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
18+ 0.12% |
$540 - $600
|
15.3K
$432K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
13+ 0.17% |
$390 - $433
|
7.52K
$212K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
13+ 0.16% |
$390 - $433
|
8.3K
$234K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 0.47% |
$360 - $400
|
2.55K
$71.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12+ 0.87% |
$360 - $400
|
1.38K
$39K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
11+ 0.56% |
$330 - $367
|
1.99K
$55.9K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.37% |
$270 - $300
|
2.42K
$68.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.17% |
$240 - $267
|
692
$19.5K
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$210 - $233
|
6.45K
$182K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.13% |
$180 - $200
|
4.5K
$127K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.69% |
$180 - $200
|
876
$24.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 1.17% |
$120 - $133
|
346
$9.75K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$90 - $100
|
13.8K
$388K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.05% |
$30 - $33.3
|
2K
$56.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$30 - $33.3
|
9.03K
$254K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.28% |
$30 - $33.3
|
79
$2.23K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.93% |
$30 - $33.3
|
108
$3.04K
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Sep 02, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2Closed |
$60 - $66.7
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2Closed |
$60 - $66.7
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9- 0.14% |
$270 - $300
|
6.65K
$187K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-16- 0.3% |
$480 - $533
|
5.38K
$151K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-18- 0.2% |
$540 - $600
|
8.89K
$250K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-27- 0.67% |
$810 - $900
|
4.03K
$113K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-58- 4.05% |
$1.74K - $1.93K
|
1.37K
$38.7K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-60- 0.8% |
$1.8K - $2K
|
7.43K
$209K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.53% |
$1.8K - $2K
|
3.86K
$109K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-90- 11.66% |
$2.7K - $3K
|
682
$19.2K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-95- 25.33% |
$2.85K - $3.17K
|
280
$7.89K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-103- 0.96% |
$3.09K - $3.43K
|
10.6K
$300K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-107- 2.95% |
$3.21K - $3.57K
|
3.52K
$99.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-131- 1.61% |
$3.93K - $4.37K
|
8.01K
$226K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-138- 0.57% |
$4.14K - $4.6K
|
24.3K
$684K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-149- 1.44% |
$4.47K - $4.97K
|
10.2K
$288K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-150- 1.5% |
$4.5K - $5K
|
9.84K
$277K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-196Closed |
$5.88K - $6.53K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-200- 0.46% |
$6K - $6.67K
|
43.1K
$1.21M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.95% |
$6K - $6.67K
|
20.8K
$586K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-218- 3.41% |
$6.54K - $7.27K
|
6.17K
$174K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-236- 2.04% |
$7.08K - $7.87K
|
11.4K
$320K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-238- 59.2% |
$7.14K - $7.93K
|
164
$4.62K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-248- 2.17% |
$7.44K - $8.27K
|
11.2K
$314K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-249- 1.3% |
$7.47K - $8.3K
|
18.9K
$533K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-250- 65.79% |
$7.5K - $8.33K
|
130
$3.66K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-262- 1.48% |
$7.86K - $8.73K
|
17.5K
$492K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-300- 4.31% |
$9K - $10K
|
6.67K
$188K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-300Closed |
$9K - $10K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-303- 1.41% |
$9.09K - $10.1K
|
21.2K
$597K
|