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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
4.25K+ 46.11% |
$113K - $125K
|
13.5K
$380K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.22K+ 3544.54% |
$112K - $124K
|
4.34K
$122K
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.98K+ 22.18% |
$106K - $117K
|
21.9K
$618K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3.91K+ 83.14% |
$104K - $115K
|
8.61K
$243K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.8K+ 5.69% |
$101K - $112K
|
70.5K
$1.99M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.78K+ 4.55% |
$100K - $112K
|
87K
$2.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.76K+ 30.32% |
$99.8K - $111K
|
16.2K
$455K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
3.69K+ 11.6% |
$98K - $109K
|
35.5K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.46KNew |
$91.8K - $102K
|
3.46K
$97.5K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
3.39K+ 13.45% |
$90K - $100K
|
28.6K
$805K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.28K+ 15.29% |
$87K - $96.7K
|
24.7K
$697K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.01K+ 7.11% |
$79.8K - $88.7K
|
45.3K
$1.28M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.78K+ 1.53% |
$73.8K - $82K
|
185K
$5.21M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.63K+ 7.88% |
$69.9K - $77.6K
|
36K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.58K+ 4.81% |
$68.5K - $76.2K
|
56.3K
$1.59M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.5K+ 25.0% |
$66.4K - $73.8K
|
12.5K
$352K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
2.35K+ 48.63% |
$62.3K - $69.2K
|
7.17K
$202K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.24K+ 8.35% |
$59.4K - $66.1K
|
29.1K
$819K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.22K+ 17.54% |
$58.9K - $65.5K
|
14.9K
$419K
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.17K+ 6.84% |
$57.5K - $63.9K
|
33.8K
$953K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.16K+ 2.98% |
$57.4K - $63.8K
|
74.8K
$2.11M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.13K+ 2.41% |
$56.6K - $62.9K
|
90.5K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.95K+ 18.0% |
$51.8K - $57.6K
|
12.8K
$361K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
1.92K+ 8.47% |
$50.9K - $56.6K
|
24.6K
$692K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.9K+ 9.31% |
$50.4K - $56.1K
|
22.3K
$628K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.76K+ 19.73% |
$46.6K - $51.8K
|
10.7K
$300K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.74K+ 9.7% |
$46.1K - $51.2K
|
19.6K
$553K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.71K+ 3.15% |
$45.3K - $50.4K
|
55.9K
$1.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
BUY
|
- |
1.7K+ 12.18% |
$45.2K - $50.2K
|
15.7K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.63K+ 5.26% |
$43.2K - $48.1K
|
32.6K
$918K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.59K+ 3.01% |
$42.1K - $46.8K
|
54.3K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.56K+ 16.69% |
$41.3K - $45.9K
|
10.9K
$306K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.56K+ 7.41% |
$41.3K - $45.9K
|
22.5K
$635K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.5K+ 10.58% |
$39.8K - $44.2K
|
15.7K
$441K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.37K+ 4.69% |
$36.3K - $40.3K
|
30.5K
$859K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.36K+ 5.31% |
$36K - $40K
|
26.9K
$757K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.32KNew |
$35K - $38.9K
|
1.32K
$37.1K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 8.8% |
$32.2K - $35.8K
|
15K
$423K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 2.95% |
$32.1K - $35.7K
|
42.2K
$1.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.14K+ 13.78% |
$30.3K - $33.7K
|
9.44K
$266K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
899+ 2.04% |
$23.9K - $26.5K
|
44.9K
$1.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
888New |
$23.6K - $26.2K
|
888
$25K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
886+ 15.02% |
$23.5K - $26.1K
|
6.78K
$191K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
883+ 53.71% |
$23.4K - $26K
|
2.53K
$71.2K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
855New |
$22.7K - $25.2K
|
855
$24.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
845+ 46.94% |
$22.4K - $24.9K
|
2.65K
$74.5K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
831+ 6.4% |
$22.1K - $24.5K
|
13.8K
$389K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
781New |
$20.7K - $23K
|
781
$22K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
768+ 0.32% |
$20.4K - $22.7K
|
238K
$6.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
722+ 3.07% |
$19.2K - $21.3K
|
24.2K
$683K
|