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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
60+ 0.4% |
$1.55K - $1.71K
|
14.9K
$410K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
52+ 1.77% |
$1.34K - $1.48K
|
3K
$82.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
47+ 0.01% |
$1.22K - $1.34K
|
412K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
47New |
$1.22K - $1.34K
|
47
$1.29K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
39+ 0.17% |
$1.01K - $1.11K
|
23.3K
$638K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
32+ 0.48% |
$828 - $913
|
6.75K
$185K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30+ 2.06% |
$776 - $856
|
1.49K
$40.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.12% |
$698 - $770
|
21.7K
$596K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
24+ 0.28% |
$621 - $684
|
8.64K
$237K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20+ 2.5% |
$517 - $570
|
820
$22.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 2.69% |
$517 - $570
|
763
$20.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
17+ 0.15% |
$440 - $485
|
11.1K
$305K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 1.75% |
$414 - $456
|
931
$25.5K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12+ 1.54% |
$310 - $342
|
793
$21.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 2.17% |
$284 - $314
|
517
$14.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 2.7% |
$259 - $285
|
381
$10.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9+ 0.09% |
$233 - $257
|
10.1K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
8+ 0.05% |
$207 - $228
|
15.2K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4+ 0.02% |
$103 - $114
|
16.7K
$458K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1New |
$25.9 - $28.5
|
1
$27.4
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$25.9 - $28.5
|
34.5K
$945K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 7.14% |
$25.9 - $28.5
|
15
$411
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 2.36% |
$284 - $314
|
455
$12.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 2.36% |
$284 - $314
|
455
$12.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18- 0.14% |
$465 - $513
|
12.8K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-26- 0.65% |
$672 - $742
|
4K
$110K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42- 0.62% |
$1.09K - $1.2K
|
6.68K
$183K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-44- 0.46% |
$1.14K - $1.25K
|
9.5K
$260K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-48- 0.51% |
$1.24K - $1.37K
|
9.42K
$258K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-71- 0.25% |
$1.84K - $2.02K
|
28.5K
$782K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-71- 0.74% |
$1.84K - $2.02K
|
9.55K
$262K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-76- 7.87% |
$1.97K - $2.17K
|
890
$24.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-87- 98.86% |
$2.25K - $2.48K
|
1
$27.4
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-103- 1.21% |
$2.66K - $2.94K
|
8.4K
$230K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-116- 0.47% |
$3K - $3.31K
|
24.7K
$678K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-128- 0.2% |
$3.31K - $3.65K
|
62.3K
$1.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-133- 4.16% |
$3.44K - $3.79K
|
3.06K
$83.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-133- 5.26% |
$3.44K - $3.79K
|
2.39K
$65.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-164- 1.12% |
$4.24K - $4.68K
|
14.5K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-215- 2.67% |
$5.56K - $6.13K
|
7.85K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-253- 8.66% |
$6.54K - $7.22K
|
2.67K
$73.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-260- 0.97% |
$6.72K - $7.42K
|
26.6K
$730K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-300- 3.15% |
$7.76K - $8.56K
|
9.23K
$253K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-300- 2.11% |
$7.76K - $8.56K
|
13.9K
$382K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-310- 1.3% |
$8.02K - $8.84K
|
23.6K
$646K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-323- 3.52% |
$8.35K - $9.21K
|
8.84K
$242K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-327- 1.45% |
$8.46K - $9.33K
|
22.2K
$609K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-365- 4.98% |
$9.44K - $10.4K
|
6.97K
$191K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 1.79% |
$10.3K - $11.4K
|
21.9K
$601K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-450- 3.13% |
$11.6K - $12.8K
|
13.9K
$382K
|