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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-820- 7.75% |
$22K - $26.2K
|
9.76K
$275K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-852- 1.34% |
$22.9K - $27.3K
|
62.6K
$1.76M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-883- 1.25% |
$23.7K - $28.3K
|
69.9K
$1.97M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-909- 3.16% |
$24.4K - $29.1K
|
27.9K
$785K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-967- 4.56% |
$26K - $30.9K
|
20.2K
$570K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-977- 13.67% |
$26.2K - $31.3K
|
6.17K
$174K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.05K- 5.94% |
$28.2K - $33.6K
|
16.6K
$468K
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.19K- 4.16% |
$31.9K - $38K
|
27.3K
$770K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1.41K- 12.45% |
$37.9K - $45.2K
|
9.94K
$280K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.49K- 61.67% |
$40K - $47.7K
|
926
$26.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.53KClosed |
$41.1K - $49K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.56K- 1.11% |
$41.8K - $49.9K
|
139K
$3.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.61KClosed |
$43.3K - $51.6K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.72K- 0.52% |
$46.1K - $54.9K
|
328K
$9.25M
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 5.72% |
$54.2K - $64.7K
|
33.3K
$939K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.4K- 0.99% |
$64.5K - $76.9K
|
240K
$6.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.46K- 3.96% |
$65.9K - $78.6K
|
59.6K
$1.68M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.5KClosed |
$67.1K - $80K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.6K- 15.05% |
$69.8K - $83.2K
|
14.7K
$413K
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.76KClosed |
$74.1K - $88.3K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
SELL
|
- |
-3K- 24.38% |
$80.4K - $95.9K
|
9.29K
$262K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3K- 23.52% |
$80.6K - $96.1K
|
9.76K
$275K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.04K- 4.61% |
$81.5K - $97.2K
|
62.8K
$1.77M
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-3.09K- 7.78% |
$83K - $99K
|
36.7K
$1.03M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.15K- 27.41% |
$84.4K - $101K
|
8.33K
$235K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.15K- 27.41% |
$84.4K - $101K
|
8.33K
$235K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.39K- 23.99% |
$91K - $109K
|
10.7K
$303K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.48K- 7.65% |
$93.4K - $111K
|
42K
$1.18M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.57KClosed |
$95.8K - $114K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3.64K- 90.39% |
$97.6K - $116K
|
387
$10.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-3.65K- 19.39% |
$97.8K - $117K
|
15.2K
$427K
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.65K- 98.92% |
$98K - $117K
|
40
$1.13K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.67K- 18.2% |
$98.4K - $117K
|
16.5K
$464K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.71K- 4.88% |
$99.5K - $119K
|
72.2K
$2.03M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-3.82K- 24.86% |
$102K - $122K
|
11.5K
$325K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.12K- 85.2% |
$110K - $132K
|
715
$20.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.23K- 15.04% |
$114K - $135K
|
23.9K
$674K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.5K- 1.89% |
$121K - $144K
|
234K
$6.59M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-4.57K- 5.87% |
$123K - $146K
|
73.2K
$2.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.86K- 4.53% |
$131K - $156K
|
102K
$2.89M
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-5.79K- 27.33% |
$156K - $185K
|
15.4K
$434K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.84K- 12.15% |
$157K - $187K
|
42.2K
$1.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.21K- 2.22% |
$167K - $199K
|
273K
$7.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-6.25KClosed |
$168K - $200K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-6.33KClosed |
$170K - $203K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.35KClosed |
$170K - $203K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Swm Advisors
|
SELL
|
- |
-6.37KClosed |
$171K - $204K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.43KClosed |
$173K - $206K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.45KClosed |
$173K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-6.48KClosed |
$174K - $207K
|
0
$0
|