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 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-334- 3.03% |
$9K - $9.4K
|
10.7K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-388- 25.88% |
$10.5K - $10.9K
|
1.11K
$31.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-444- 0.98% |
$12K - $12.5K
|
44.9K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-456- 2.09% |
$12.3K - $12.8K
|
21.3K
$600K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-469- 3.32% |
$12.6K - $13.2K
|
13.7K
$385K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-505- 4.7% |
$13.6K - $14.2K
|
10.2K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-534- 5.02% |
$14.4K - $15K
|
10.1K
$284K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-556- 3.89% |
$15K - $15.6K
|
13.7K
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-582- 8.35% |
$15.7K - $16.4K
|
6.39K
$180K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-593- 7.14% |
$16K - $16.7K
|
7.72K
$217K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-613- 2.82% |
$16.5K - $17.2K
|
21.1K
$595K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-657- 5.23% |
$17.7K - $18.5K
|
11.9K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-660- 1.43% |
$17.8K - $18.6K
|
45.4K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-662- 6.16% |
$17.8K - $18.6K
|
10.1K
$284K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-686- 0.97% |
$18.5K - $19.3K
|
70K
$1.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-698- 1.57% |
$18.8K - $19.6K
|
43.7K
$1.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-737- 2.26% |
$19.9K - $20.7K
|
31.9K
$900K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-787- 8.0% |
$21.2K - $22.1K
|
9.05K
$255K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-788- 38.23% |
$21.2K - $22.2K
|
1.27K
$35.9K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-795- 5.75% |
$21.4K - $22.4K
|
13K
$367K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-800- 97.56% |
$21.6K - $22.5K
|
20
$563
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-838- 2.13% |
$22.6K - $23.6K
|
38.5K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-905- 1.5% |
$24.4K - $25.5K
|
59.4K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-920- 3.17% |
$24.8K - $25.9K
|
28.1K
$792K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-951- 5.28% |
$25.6K - $26.8K
|
17.1K
$481K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-966- 4.81% |
$26K - $27.2K
|
19.1K
$539K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-984- 0.45% |
$26.5K - $27.7K
|
215K
$6.06M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-995- 9.09% |
$26.8K - $28K
|
9.95K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.01K- 1.87% |
$27.1K - $28.3K
|
52.9K
$1.49M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.07K- 0.83% |
$28.9K - $30.2K
|
128K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.1K- 7.81% |
$29.6K - $30.9K
|
13K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.11K- 4.41% |
$29.9K - $31.2K
|
24K
$677K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.14K- 3.85% |
$30.7K - $32K
|
28.4K
$801K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.19K- 5.1% |
$32.1K - $33.5K
|
22.1K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.21K- 5.82% |
$32.5K - $33.9K
|
19.5K
$549K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.3K- 12.21% |
$35K - $36.5K
|
9.33K
$263K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.33K- 12.53% |
$35.7K - $37.3K
|
9.25K
$261K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.33K- 8.59% |
$35.8K - $37.4K
|
14.1K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-1.34K- 8.21% |
$36.1K - $37.7K
|
15K
$422K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.42K- 3.05% |
$38.1K - $39.8K
|
45K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.5K- 4.81% |
$40.4K - $42.2K
|
29.7K
$837K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.54K- 7.77% |
$41.6K - $43.4K
|
18.3K
$515K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.55K- 6.67% |
$41.7K - $43.5K
|
21.6K
$610K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.56K- 9.07% |
$42K - $43.8K
|
15.6K
$440K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.58K- 94.03% |
$42.4K - $44.3K
|
100
$2.82K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.63K- 8.53% |
$44K - $45.9K
|
17.5K
$493K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.67K- 3.82% |
$45K - $47K
|
42.1K
$1.18M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.81K- 45.48% |
$48.6K - $50.8K
|
2.16K
$61K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.83K- 7.72% |
$49.2K - $51.3K
|
21.8K
$614K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.83K- 5.18% |
$49.2K - $51.4K
|
33.4K
$942K
|