Purchases and Sales Made in Q1 2023 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.87MNew |
$103M - $114M
|
3.87M
$105M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.67M+ 690.47% |
$70.7M - $78.6M
|
3.05M
$82.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.47M+ 19.16% |
$65.5M - $72.8M
|
15.3M
$417M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.18M+ 358.36% |
$57.9M - $64.4M
|
2.79M
$75.8M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.6M+ 556.68% |
$42.6M - $47.3M
|
1.89M
$51.4M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
588K+ 634.69% |
$15.6M - $17.3M
|
680K
$18.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
474K+ 20.45% |
$12.6M - $14M
|
2.79M
$75.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
466K+ 12.49% |
$12.4M - $13.8M
|
4.2M
$114M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
360K+ 13.44% |
$9.55M - $10.6M
|
3.04M
$82.5M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
359K+ 71.63% |
$9.52M - $10.6M
|
860K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
356K+ 642.64% |
$9.46M - $10.5M
|
412K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
333K+ 4.84% |
$8.85M - $9.83M
|
7.22M
$196M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
290K+ 620.4% |
$7.7M - $8.56M
|
337K
$9.15M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
289K+ 21.08% |
$7.67M - $8.53M
|
1.66M
$45.1M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
267KNew |
$7.07M - $7.86M
|
267K
$7.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
249K+ 181.32% |
$6.6M - $7.34M
|
386K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
227K+ 1004.07% |
$6.03M - $6.7M
|
250K
$6.79M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
221K+ 7.72% |
$5.87M - $6.52M
|
3.09M
$83.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
195KNew |
$5.18M - $5.76M
|
195K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
182K+ 799.84% |
$4.83M - $5.37M
|
205K
$5.56M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
167K+ 3.88% |
$4.42M - $4.92M
|
4.47M
$121M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
166K+ 332.0% |
$4.41M - $4.9M
|
216K
$5.87M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
141K+ 75.3% |
$3.73M - $4.15M
|
327K
$8.89M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
136K+ 17.51% |
$3.6M - $4M
|
910K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
115K+ 111.26% |
$3.06M - $3.4M
|
219K
$5.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
101K+ 74.34% |
$2.67M - $2.97M
|
236K
$6.41M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
99.9K+ 134.02% |
$2.65M - $2.95M
|
174K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
96.7K+ 71.64% |
$2.57M - $2.85M
|
232K
$6.29M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
84.7KNew |
$2.25M - $2.5M
|
84.7K
$2.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.8K+ 11.63% |
$2.22M - $2.47M
|
804K
$21.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
82.8K+ 236.6% |
$2.2M - $2.44M
|
118K
$3.2M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
79.8KNew |
$2.12M - $2.35M
|
79.8K
$2.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
74.4K+ 31.1% |
$1.97M - $2.19M
|
314K
$8.52M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
74K+ 13.21% |
$1.96M - $2.18M
|
634K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
72.4KNew |
$1.92M - $2.13M
|
72.4K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70K+ 7.43% |
$1.86M - $2.06M
|
1.01M
$27.5M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
62.6K+ 35.79% |
$1.66M - $1.85M
|
237K
$6.45M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
54.6K+ 7.92% |
$1.45M - $1.61M
|
745K
$20.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.7K+ 8.56% |
$1.42M - $1.58M
|
680K
$18.5M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
51.4K+ 37.08% |
$1.36M - $1.52M
|
190K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
44.8KNew |
$1.19M - $1.32M
|
44.8K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43.8K+ 12.17% |
$1.16M - $1.29M
|
404K
$11M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
43.7K+ 8.53% |
$1.16M - $1.29M
|
557K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
43.7KNew |
$1.16M - $1.29M
|
43.7K
$1.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
42.6K+ 71.94% |
$1.13M - $1.26M
|
102K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.5K+ 24.57% |
$1.13M - $1.25M
|
215K
$5.85M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.7K+ 6.09% |
$1.11M - $1.23M
|
727K
$19.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.9K+ 18.74% |
$1.08M - $1.21M
|
259K
$7.03M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.9KNew |
$1.08M - $1.21M
|
40.9K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
40.1K+ 421.77% |
$1.06M - $1.18M
|
49.6K
$1.35M
|