Purchases and Sales Made in Q2 2023 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q2 2023. 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 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
26.8K+ 117.25% |
$692K - $763K
|
49.6K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
25.6K+ 887.01% |
$662K - $730K
|
28.5K
$781K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.5K+ 11.18% |
$661K - $729K
|
254K
$6.97M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
25.4KNew |
$657K - $724K
|
25.4K
$696K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
24.2KNew |
$625K - $689K
|
24.2K
$662K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.1K+ 44.39% |
$599K - $660K
|
75.3K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21K+ 12.03% |
$543K - $598K
|
195K
$5.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.7K+ 27.96% |
$510K - $562K
|
90.2K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19.4KNew |
$501K - $552K
|
19.4K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
19.1K+ 73.06% |
$494K - $545K
|
45.2K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.8K+ 92.65% |
$486K - $536K
|
39.1K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18.2KNew |
$471K - $519K
|
18.2K
$499K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
18K+ 17.66% |
$465K - $513K
|
120K
$3.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.7K+ 29.07% |
$457K - $504K
|
78.5K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
17.5K+ 31.12% |
$453K - $499K
|
73.8K
$2.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.8KNew |
$435K - $480K
|
16.8K
$461K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
16.1KNew |
$415K - $458K
|
16.1K
$440K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.9K+ 20.78% |
$385K - $425K
|
86.6K
$2.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
14.7K+ 6.7% |
$380K - $420K
|
234K
$6.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.7K+ 3.64% |
$379K - $419K
|
418K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14.3KNew |
$370K - $408K
|
14.3K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
12.6KNew |
$325K - $359K
|
12.6K
$345K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.4K+ 15.27% |
$320K - $352K
|
93.3K
$2.56M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.2K+ 4.66% |
$316K - $348K
|
275K
$7.53M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.2K+ 47.95% |
$315K - $347K
|
37.5K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12K+ 2.76% |
$309K - $341K
|
445K
$12.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
11.9K+ 23.92% |
$307K - $338K
|
61.5K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 4.05% |
$299K - $330K
|
298K
$8.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5K+ 107.49% |
$296K - $327K
|
22.1K
$606K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 23.45% |
$283K - $312K
|
57.5K
$1.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.9K+ 7.74% |
$282K - $311K
|
152K
$4.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$266K - $293K
|
10.3K
$282K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 4.1% |
$261K - $288K
|
257K
$7.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.79K+ 30.34% |
$253K - $279K
|
42.1K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.93K+ 1.23% |
$231K - $255K
|
735K
$20.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.69K+ 49.29% |
$199K - $219K
|
23.3K
$639K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
7.68KNew |
$199K - $219K
|
7.68K
$211K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.5K+ 31.94% |
$194K - $214K
|
31K
$849K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.03K+ 6.85% |
$182K - $201K
|
110K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.65K+ 341.03% |
$172K - $190K
|
8.6K
$236K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.6K+ 5.45% |
$171K - $188K
|
128K
$3.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.27K+ 31.63% |
$162K - $179K
|
26.1K
$716K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.07KNew |
$157K - $173K
|
6.07K
$166K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.01K+ 42.48% |
$155K - $171K
|
20.2K
$552K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.01K+ 54.27% |
$155K - $171K
|
17.1K
$468K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.64K+ 23.25% |
$146K - $161K
|
29.9K
$819K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
5.35K+ 86.57% |
$138K - $153K
|
11.5K
$316K
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
5.14K+ 24.99% |
$133K - $147K
|
25.7K
$704K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.53K+ 2.13% |
$117K - $129K
|
217K
$5.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.39KNew |
$114K - $125K
|
4.39K
$120K
|