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
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-486- 2.99% |
$12.6K - $13.9K
|
15.8K
$433K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-500- 1.49% |
$12.9K - $14.3K
|
33.1K
$908K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-549- 1.8% |
$14.2K - $15.7K
|
29.9K
$821K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-556- 0.93% |
$14.4K - $15.9K
|
59.3K
$1.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-585- 22.86% |
$15.1K - $16.7K
|
1.97K
$54.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-600- 8.5% |
$15.5K - $17.1K
|
6.46K
$177K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-600- 8.5% |
$15.5K - $17.1K
|
6.46K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-624- 1.38% |
$16.1K - $17.8K
|
44.7K
$1.22M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-640- 20.98% |
$16.6K - $18.3K
|
2.41K
$66.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-648- 10.5% |
$16.8K - $18.5K
|
5.53K
$151K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-762- 2.62% |
$19.7K - $21.7K
|
28.3K
$776K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-768- 11.04% |
$19.9K - $21.9K
|
6.19K
$170K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-770- 0.93% |
$19.9K - $22K
|
82.3K
$2.26M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-791- 5.49% |
$20.5K - $22.6K
|
13.6K
$373K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-802- 0.34% |
$20.7K - $22.9K
|
237K
$6.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-868- 2.35% |
$22.4K - $24.8K
|
36.1K
$991K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-976- 1.6% |
$25.2K - $27.8K
|
60.2K
$1.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-977- 11.34% |
$25.3K - $27.9K
|
7.64K
$209K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-984- 1.76% |
$25.4K - $28.1K
|
54.9K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.04K- 2.9% |
$27K - $29.8K
|
34.9K
$957K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 39.2% |
$27.3K - $30.1K
|
1.64K
$44.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.17K- 4.04% |
$30.3K - $33.4K
|
27.8K
$763K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.27K- 11.07% |
$32.8K - $36.2K
|
10.2K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.27K- 96.66% |
$32.9K - $36.3K
|
44
$1.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.28K- 9.72% |
$33K - $36.4K
|
11.9K
$325K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.32K- 19.45% |
$34.1K - $37.6K
|
5.46K
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.38K- 0.9% |
$35.8K - $39.4K
|
152K
$4.17M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-1.42K- 7.95% |
$36.7K - $40.5K
|
16.4K
$451K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.47K- 20.49% |
$38K - $41.9K
|
5.7K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.5K- 9.32% |
$38.8K - $42.8K
|
14.6K
$400K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.52K- 4.12% |
$39.2K - $43.3K
|
35.3K
$967K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.77K- 18.76% |
$45.8K - $50.5K
|
7.67K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.87K- 3.45% |
$48.5K - $53.4K
|
52.4K
$1.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.18K- 19.57% |
$56.4K - $62.2K
|
8.96K
$246K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.18K- 2.41% |
$56.5K - $62.3K
|
88.3K
$2.42M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.21K- 3.29% |
$57.3K - $63.1K
|
65.1K
$1.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.25K- 20.4% |
$58.3K - $64.3K
|
8.79K
$241K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-2.26K- 6.46% |
$58.5K - $64.5K
|
32.7K
$898K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.27K- 13.18% |
$58.6K - $64.6K
|
14.9K
$409K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.36K- 1.83% |
$61.1K - $67.4K
|
127K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.37K- 17.49% |
$61.2K - $67.4K
|
11.2K
$306K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.42K- 16.72% |
$62.5K - $68.9K
|
12K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-2.47K- 62.7% |
$63.8K - $70.3K
|
1.47K
$40.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.47K- 2.92% |
$63.9K - $70.4K
|
82.2K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.72K- 18.75% |
$70.4K - $77.6K
|
11.8K
$323K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.77K- 13.13% |
$71.6K - $79K
|
18.3K
$502K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.95K- 4.6% |
$76.2K - $84K
|
61.1K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.99K- 15.23% |
$77.3K - $85.3K
|
16.7K
$456K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.17K- 6.78% |
$82K - $90.4K
|
43.6K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.41K- 3.01% |
$88.2K - $97.2K
|
110K
$3.01M
|