Purchases and Sales Made in Q1 2024 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q1 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
379K+ 7.7% |
$10.2M - $10.7M
|
5.3M
$149M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
309K+ 167.43% |
$8.33M - $8.69M
|
493K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
300K+ 17.02% |
$8.08M - $8.44M
|
2.06M
$58.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
288K+ 242.09% |
$7.77M - $8.11M
|
407K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
284K+ 244.83% |
$7.65M - $7.99M
|
400K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
145KNew |
$3.9M - $4.07M
|
145K
$4.08M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
132KNew |
$3.57M - $3.73M
|
132K
$3.73M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112K+ 8.02% |
$3.02M - $3.15M
|
1.51M
$42.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
98.3K+ 3.44% |
$2.65M - $2.77M
|
2.96M
$83.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.9K+ 5.29% |
$2.5M - $2.61M
|
1.85M
$52.1M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
91.7KNew |
$2.47M - $2.58M
|
91.7K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
89.3KNew |
$2.41M - $2.51M
|
89.3K
$2.51M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.3K+ 1.06% |
$1.9M - $1.98M
|
6.7M
$189M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
68K+ 7.06% |
$1.83M - $1.91M
|
1.03M
$29M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
62.6KNew |
$1.69M - $1.76M
|
62.6K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57.6K+ 24.4% |
$1.55M - $1.62M
|
294K
$8.27M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
51.2K+ 4.65% |
$1.38M - $1.44M
|
1.15M
$32.5M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37.4K+ 125.32% |
$1.01M - $1.05M
|
67.3K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
35.2K+ 56.31% |
$949K - $991K
|
97.8K
$2.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
31.5K+ 188.98% |
$850K - $887K
|
48.2K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
31.3K+ 33.65% |
$844K - $881K
|
124K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.9K+ 30.76% |
$806K - $841K
|
127K
$3.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
29.8KNew |
$804K - $839K
|
29.8K
$840K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
29.2KNew |
$786K - $821K
|
29.2K
$822K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
28.9K+ 7.96% |
$780K - $814K
|
393K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28.7K+ 24.73% |
$774K - $808K
|
145K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.6K+ 20.18% |
$770K - $804K
|
170K
$4.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
27.5K+ 5.25% |
$740K - $773K
|
551K
$15.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.4KNew |
$738K - $771K
|
27.4K
$772K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
26.5K+ 3.38% |
$715K - $746K
|
810K
$22.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26K+ 10.1% |
$702K - $732K
|
284K
$7.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.9K+ 29.31% |
$699K - $729K
|
114K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.3K+ 13.05% |
$654K - $682K
|
210K
$5.92M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.2K+ 1.63% |
$652K - $681K
|
1.51M
$42.5M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
23.4K+ 6.3% |
$631K - $658K
|
395K
$11.1M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 6.79% |
$606K - $632K
|
354K
$9.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22K+ 15.44% |
$592K - $618K
|
164K
$4.62M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.8K+ 31.97% |
$533K - $556K
|
81.7K
$2.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
19.3K+ 216.77% |
$519K - $542K
|
28.1K
$792K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
18.7KNew |
$505K - $527K
|
18.7K
$528K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.7KNew |
$504K - $526K
|
18.7K
$527K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
18.4KNew |
$496K - $518K
|
18.4K
$519K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18K+ 11.03% |
$484K - $505K
|
181K
$5.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17.3K+ 127.84% |
$466K - $487K
|
30.8K
$869K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
16.7K+ 5.72% |
$449K - $469K
|
308K
$8.67M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
16.6K+ 10.21% |
$448K - $468K
|
179K
$5.05M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
16.4K+ 22.22% |
$443K - $462K
|
90.4K
$2.55M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
16.4KNew |
$442K - $461K
|
16.4K
$462K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.3K+ 18.9% |
$440K - $460K
|
103K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16.3KNew |
$439K - $458K
|
16.3K
$459K
|