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
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.84K- 53.33% |
$49.6K - $51.8K
|
1.61K
$45.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.85K- 10.52% |
$49.9K - $52K
|
15.7K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.9K- 0.87% |
$51.2K - $53.4K
|
217K
$6.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.06K- 9.95% |
$55.5K - $57.9K
|
18.6K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.08K- 17.74% |
$56.1K - $58.5K
|
9.65K
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.1K- 57.57% |
$56.6K - $59K
|
1.55K
$43.6K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-2.18K- 18.11% |
$58.9K - $61.4K
|
9.88K
$278K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.32K- 55.43% |
$62.6K - $65.3K
|
1.87K
$52.6K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.32K- 3.0% |
$62.6K - $65.3K
|
75K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.5K- 7.19% |
$67.4K - $70.3K
|
32.3K
$908K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.6K- 10.6% |
$70.1K - $73.1K
|
21.9K
$618K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.65K- 10.58% |
$71.4K - $74.6K
|
22.4K
$631K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.67K- 15.75% |
$72K - $75.2K
|
14.3K
$403K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.72K- 7.38% |
$73.3K - $76.5K
|
34.1K
$962K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.88K- 17.93% |
$77.7K - $81.1K
|
13.2K
$372K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.98K- 12.41% |
$80.2K - $83.7K
|
21K
$592K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-2.99K- 6.8% |
$80.6K - $84.1K
|
41K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.04K- 9.77% |
$81.8K - $85.4K
|
28.1K
$790K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.52K- 4.92% |
$94.9K - $99K
|
68K
$1.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.56K- 5.34% |
$96K - $100K
|
63.2K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.62K- 11.24% |
$97.6K - $102K
|
28.6K
$805K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.76K- 24.09% |
$101K - $106K
|
11.9K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.79K- 45.95% |
$102K - $107K
|
4.45K
$125K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.12K- 5.61% |
$111K - $116K
|
69.2K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.43K- 7.52% |
$119K - $125K
|
54.5K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.78K- 21.68% |
$129K - $134K
|
17.3K
$486K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.07K- 19.2% |
$137K - $143K
|
21.3K
$601K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.1K- 15.36% |
$137K - $143K
|
28.1K
$791K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.22K- 19.69% |
$141K - $147K
|
21.3K
$599K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5.25K- 17.94% |
$141K - $148K
|
24K
$676K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.27K- 2.24% |
$142K - $148K
|
230K
$6.49M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.8K- 13.02% |
$156K - $163K
|
38.8K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.82K- 10.71% |
$157K - $164K
|
48.5K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.86K- 3.03% |
$158K - $165K
|
187K
$5.27M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.87K- 8.0% |
$158K - $165K
|
67.5K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.99K- 40.84% |
$161K - $168K
|
8.67K
$244K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6.02K- 4.96% |
$162K - $169K
|
115K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.21K- 10.0% |
$167K - $175K
|
55.9K
$1.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-6.22K- 20.05% |
$168K - $175K
|
24.8K
$699K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-6.5K- 13.32% |
$175K - $183K
|
42.3K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-6.58K- 21.75% |
$177K - $185K
|
23.7K
$667K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.16K- 18.36% |
$193K - $202K
|
31.9K
$897K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.51K- 47.51% |
$202K - $211K
|
8.29K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-7.57K- 14.87% |
$204K - $213K
|
43.3K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.84K- 19.54% |
$211K - $220K
|
32.3K
$909K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-7.88K- 47.4% |
$212K - $222K
|
8.74K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8K- 80.0% |
$216K - $225K
|
2K
$56.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-8.04K- 22.46% |
$217K - $226K
|
27.8K
$782K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8.23K- 22.04% |
$222K - $231K
|
29.1K
$820K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.71K- 5.43% |
$262K - $273K
|
169K
$4.76M
|