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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
669+ 0.78% |
$17.3K - $19.1K
|
86.3K
$2.37M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
624+ 1.76% |
$16.1K - $17.8K
|
36.2K
$991K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
593+ 3.78% |
$15.3K - $16.9K
|
16.3K
$446K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
575+ 1.44% |
$14.9K - $16.4K
|
40.4K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
543+ 73.88% |
$14K - $15.5K
|
1.28K
$35K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
542+ 2.21% |
$14K - $15.5K
|
25.1K
$688K
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
540+ 1.43% |
$14K - $15.4K
|
38.3K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
518+ 7.64% |
$13.4K - $14.8K
|
7.3K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
491+ 4.65% |
$12.7K - $14K
|
11.1K
$303K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
457+ 2.25% |
$11.8K - $13K
|
20.8K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
457New |
$11.8K - $13K
|
457
$12.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
452+ 2.02% |
$11.7K - $12.9K
|
22.8K
$624K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
428+ 2.05% |
$11.1K - $12.2K
|
21.3K
$584K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
417+ 5.3% |
$10.8K - $11.9K
|
8.29K
$227K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
410+ 0.76% |
$10.6K - $11.7K
|
54.6K
$1.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
396+ 2.89% |
$10.2K - $11.3K
|
14.1K
$386K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
378+ 2.71% |
$9.78K - $10.8K
|
14.3K
$392K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
366New |
$9.46K - $10.4K
|
366
$10K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
313+ 24.19% |
$8.09K - $8.93K
|
1.61K
$44K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300+ 4.3% |
$7.76K - $8.56K
|
7.28K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
280+ 2.03% |
$7.24K - $7.99K
|
14.1K
$387K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
250+ 6.3% |
$6.47K - $7.13K
|
4.22K
$116K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
250+ 1.61% |
$6.47K - $7.13K
|
15.8K
$432K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
250+ 0.8% |
$6.47K - $7.13K
|
31.5K
$863K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
233+ 2.73% |
$6.03K - $6.65K
|
8.77K
$240K
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
228+ 1.33% |
$5.9K - $6.5K
|
17.3K
$475K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
212+ 0.18% |
$5.48K - $6.05K
|
116K
$3.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
203+ 2.16% |
$5.25K - $5.79K
|
9.59K
$263K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
181+ 2.38% |
$4.68K - $5.16K
|
7.78K
$213K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
180+ 0.21% |
$4.65K - $5.13K
|
84.2K
$2.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
178+ 21.63% |
$4.6K - $5.08K
|
1K
$27.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
170+ 0.69% |
$4.4K - $4.85K
|
24.9K
$682K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
170+ 13.39% |
$4.4K - $4.85K
|
1.44K
$39.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
170+ 0.86% |
$4.4K - $4.85K
|
19.9K
$546K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
165New |
$4.27K - $4.71K
|
165
$4.52K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
158+ 4.54% |
$4.09K - $4.51K
|
3.64K
$99.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
156+ 1.54% |
$4.03K - $4.45K
|
10.3K
$282K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
130+ 0.31% |
$3.36K - $3.71K
|
42.4K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
125+ 0.39% |
$3.23K - $3.57K
|
32K
$878K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
122+ 0.78% |
$3.15K - $3.48K
|
15.8K
$433K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
121+ 0.34% |
$3.13K - $3.45K
|
36.1K
$990K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
120+ 0.35% |
$3.1K - $3.42K
|
34.8K
$955K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
107+ 0.28% |
$2.77K - $3.05K
|
38K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
98+ 0.37% |
$2.53K - $2.79K
|
26.5K
$727K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
88+ 166.04% |
$2.28K - $2.51K
|
141
$3.86K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
83+ 0.41% |
$2.15K - $2.37K
|
20.4K
$558K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
80New |
$2.07K - $2.28K
|
80
$2.19K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
72+ 0.76% |
$1.86K - $2.05K
|
9.55K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65+ 3.56% |
$1.68K - $1.85K
|
1.89K
$51.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
61+ 1.18% |
$1.58K - $1.74K
|
5.25K
$144K
|