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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.6KNew |
$70.1K - $73.1K
|
2.6K
$73.2K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.16K+ 3.0% |
$58.2K - $60.8K
|
74.1K
$2.09M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.1K+ 4.32% |
$56.6K - $59.1K
|
50.7K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.97K+ 153.94% |
$53.1K - $55.5K
|
3.25K
$91.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.97K+ 58.24% |
$53K - $55.4K
|
5.35K
$151K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.97K+ 7.86% |
$53K - $55.3K
|
27K
$760K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.68KNew |
$45.3K - $47.3K
|
1.68K
$47.4K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.38K+ 6.75% |
$37.1K - $38.8K
|
21.8K
$614K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.19K+ 4.92% |
$32K - $33.4K
|
25.3K
$713K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.14K+ 0.88% |
$30.7K - $32.1K
|
131K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1KNew |
$29.8K - $31.1K
|
1.1K
$31.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.06K+ 11.48% |
$28.5K - $29.8K
|
10.3K
$289K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1K+ 11.03% |
$27K - $28.2K
|
10.1K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
958+ 28.35% |
$25.8K - $26.9K
|
4.34K
$122K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
954+ 4.11% |
$25.7K - $26.8K
|
24.2K
$681K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
946+ 1.65% |
$25.5K - $26.6K
|
58.3K
$1.64M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
921+ 2.6% |
$24.8K - $25.9K
|
36.4K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
920+ 6.21% |
$24.8K - $25.9K
|
15.7K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
881New |
$23.7K - $24.8K
|
881
$24.8K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
801+ 2.38% |
$21.6K - $22.5K
|
34.5K
$972K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
748+ 8.42% |
$20.2K - $21K
|
9.63K
$271K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
730New |
$19.7K - $20.5K
|
730
$20.6K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
705+ 8.46% |
$19K - $19.8K
|
9.04K
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
700+ 155.56% |
$18.9K - $19.7K
|
1.15K
$32.4K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
617+ 0.67% |
$16.6K - $17.4K
|
92.3K
$2.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
589+ 18.87% |
$15.9K - $16.6K
|
3.71K
$105K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
564+ 18.44% |
$15.2K - $15.9K
|
3.62K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
504+ 9.46% |
$13.6K - $14.2K
|
5.83K
$164K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
490+ 3.7% |
$13.2K - $13.8K
|
13.7K
$387K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
474+ 5.49% |
$12.8K - $13.3K
|
9.11K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
441New |
$11.9K - $12.4K
|
441
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
430+ 0.77% |
$11.6K - $12.1K
|
56.3K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
300New |
$8.09K - $8.44K
|
300
$8.45K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
298+ 2.29% |
$8.03K - $8.38K
|
13.3K
$375K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
275New |
$7.41K - $7.74K
|
275
$7.75K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
261+ 2.87% |
$7.03K - $7.34K
|
9.36K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
172+ 0.59% |
$4.64K - $4.84K
|
29.2K
$822K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
137+ 0.58% |
$3.69K - $3.85K
|
23.6K
$665K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
131+ 0.2% |
$3.53K - $3.69K
|
67K
$1.89M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
125+ 0.7% |
$3.37K - $3.52K
|
18K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
104+ 0.66% |
$2.8K - $2.93K
|
15.9K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
87New |
$2.34K - $2.45K
|
87
$2.45K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
80New |
$2.16K - $2.25K
|
80
$2.25K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
77+ 0.63% |
$2.08K - $2.17K
|
12.2K
$345K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
74New |
$1.99K - $2.08K
|
74
$2.08K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
66New |
$1.78K - $1.86K
|
66
$1.86K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
27+ 0.78% |
$728 - $760
|
3.47K
$97.7K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25+ 1.84% |
$674 - $703
|
1.38K
$39K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
24+ 0.04% |
$647 - $675
|
62.4K
$1.76M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
20+ 0.13% |
$539 - $563
|
15K
$424K
|