Purchases and Sales Made in Q2 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.25K+ 2.81% |
$60.4K - $72K
|
82.3K
$2.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.2K+ 4.42% |
$58.9K - $70.2K
|
51.8K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.03K+ 3.78% |
$54.6K - $65.1K
|
55.8K
$1.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.99K+ 8.84% |
$53.4K - $63.6K
|
24.5K
$690K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.91K+ 2.88% |
$51.1K - $61K
|
68.1K
$1.92M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.81K+ 12.53% |
$48.6K - $58K
|
16.3K
$458K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.64K+ 7.12% |
$44K - $52.5K
|
24.7K
$695K
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.6K+ 7.3% |
$42.9K - $51.2K
|
23.5K
$662K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.56K+ 11.64% |
$41.9K - $50K
|
15K
$422K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1.49KNew |
$40K - $47.6K
|
1.49K
$41.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.46K+ 1.24% |
$39.1K - $46.6K
|
119K
$3.35M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.45KNew |
$38.9K - $46.4K
|
1.45K
$40.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.45K+ 0.53% |
$38.9K - $46.3K
|
277K
$7.8M
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.42K+ 1.22% |
$38.1K - $45.4K
|
118K
$3.33M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.41KNew |
$37.8K - $45.1K
|
1.41K
$39.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.39K+ 2.16% |
$37.4K - $44.6K
|
65.9K
$1.86M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.28K+ 14.07% |
$34.3K - $40.9K
|
10.4K
$292K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.28K+ 14.07% |
$34.3K - $40.9K
|
10.4K
$292K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.2K+ 13.77% |
$32.1K - $38.3K
|
9.89K
$279K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.12K+ 2.13% |
$30.1K - $35.9K
|
53.9K
$1.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.01K+ 6.67% |
$27.1K - $32.3K
|
16.1K
$454K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
899+ 3.11% |
$24.1K - $28.8K
|
29.8K
$839K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
884+ 10.5% |
$23.7K - $28.3K
|
9.31K
$262K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
794+ 3.06% |
$21.3K - $25.4K
|
26.8K
$754K
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
713+ 2.66% |
$19.1K - $22.8K
|
27.5K
$775K
|
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
688+ 104.56% |
$18.5K - $22K
|
1.35K
$37.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
686+ 4.08% |
$18.4K - $22K
|
17.5K
$492K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
677New |
$18.2K - $21.7K
|
677
$19.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
655+ 0.83% |
$17.6K - $21K
|
80K
$2.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
650+ 3.99% |
$17.4K - $20.8K
|
17K
$478K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
633+ 1.53% |
$17K - $20.3K
|
42.1K
$1.19M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
627+ 1.32% |
$16.8K - $20.1K
|
48.2K
$1.36M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
522+ 18.66% |
$14K - $16.7K
|
3.32K
$93.5K
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
515+ 6.39% |
$13.8K - $16.5K
|
8.57K
$242K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
502+ 28.85% |
$13.5K - $16.1K
|
2.24K
$63.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
471+ 0.53% |
$12.6K - $15.1K
|
88.9K
$2.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
450+ 5.69% |
$12.1K - $14.4K
|
8.37K
$236K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
429+ 2.21% |
$11.5K - $13.7K
|
19.8K
$559K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
428+ 2.12% |
$11.5K - $13.7K
|
20.7K
$582K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
422+ 4.44% |
$11.3K - $13.5K
|
9.92K
$280K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
392+ 1.59% |
$10.5K - $12.5K
|
25K
$704K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
323+ 0.18% |
$8.67K - $10.3K
|
185K
$5.2M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
314+ 3.42% |
$8.43K - $10K
|
9.51K
$268K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
314+ 3.42% |
$8.43K - $10K
|
9.51K
$268K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
292+ 0.33% |
$7.84K - $9.34K
|
87.8K
$2.47M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
290+ 0.96% |
$7.78K - $9.28K
|
30.4K
$856K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
288+ 2.93% |
$7.73K - $9.22K
|
10.1K
$285K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
280+ 280.0% |
$7.52K - $8.96K
|
380
$10.7K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
264+ 0.86% |
$7.09K - $8.45K
|
30.9K
$871K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
256+ 0.63% |
$6.87K - $8.19K
|
41K
$1.16M
|