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 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.56K- 14.17% |
$92K - $101K
|
21.5K
$591K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.57K- 46.88% |
$92.2K - $102K
|
4.04K
$111K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.71K- 3.67% |
$96K - $106K
|
97.5K
$2.67M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-3.74K- 66.51% |
$96.7K - $107K
|
1.88K
$51.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.91K- 0.39% |
$101K - $112K
|
1M
$27.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.02K- 19.23% |
$104K - $115K
|
16.9K
$462K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-4.2K- 11.21% |
$109K - $120K
|
33.2K
$911K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.57K- 7.12% |
$118K - $130K
|
59.6K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.76K- 31.69% |
$123K - $136K
|
10.3K
$281K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.97K- 2.43% |
$128K - $142K
|
199K
$5.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-5.05K- 36.39% |
$131K - $144K
|
8.82K
$242K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-5.12K- 11.97% |
$132K - $146K
|
37.6K
$1.03M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.46K- 7.33% |
$141K - $156K
|
69.1K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.46K- 7.33% |
$141K - $156K
|
69.1K
$1.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.53K- 7.37% |
$143K - $158K
|
69.4K
$1.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.67K- 4.81% |
$147K - $162K
|
112K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6K- 14.98% |
$155K - $171K
|
34.1K
$933K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.21K- 31.95% |
$161K - $177K
|
13.2K
$363K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.95K- 10.45% |
$180K - $198K
|
59.6K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.54K- 28.26% |
$195K - $215K
|
19.1K
$524K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.21KClosed |
$212K - $234K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-8.45K- 3.56% |
$218K - $241K
|
229K
$6.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-8.65K- 5.31% |
$224K - $247K
|
154K
$4.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-9.35K- 76.41% |
$242K - $267K
|
2.89K
$79.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.35K- 41.5% |
$242K - $267K
|
13.2K
$361K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-9.83K- 18.29% |
$254K - $280K
|
43.9K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-11.2K- 3.33% |
$290K - $320K
|
326K
$8.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-14.5K- 18.16% |
$375K - $414K
|
65.4K
$1.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15K- 2.2% |
$388K - $428K
|
665K
$18.2M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 4.35% |
$392K - $432K
|
333K
$9.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.8K- 25.19% |
$410K - $452K
|
47K
$1.29M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-16.2K- 57.04% |
$420K - $463K
|
12.2K
$335K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.7K- 25.32% |
$456K - $503K
|
52.1K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.3K- 61.95% |
$472K - $521K
|
11.2K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22.6K- 69.49% |
$585K - $646K
|
9.94K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-23.2K- 12.19% |
$599K - $660K
|
167K
$4.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.7K- 8.67% |
$613K - $677K
|
250K
$6.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-25.5K- 64.32% |
$658K - $726K
|
14.1K
$387K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-26.4K- 25.98% |
$683K - $753K
|
75.2K
$2.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-26.6K- 11.26% |
$688K - $758K
|
210K
$5.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-29.5K- 20.56% |
$763K - $841K
|
114K
$3.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30.8K- 59.15% |
$796K - $878K
|
21.3K
$583K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-30.8K- 7.99% |
$797K - $879K
|
355K
$9.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-31.1K- 16.8% |
$804K - $887K
|
154K
$4.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-32K- 14.6% |
$826K - $911K
|
187K
$5.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-32K- 97.73% |
$827K - $912K
|
741
$20.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-33.2K- 6.17% |
$858K - $946K
|
505K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37.2K- 90.98% |
$961K - $1.06M
|
3.69K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.2K- 17.68% |
$1.14M - $1.26M
|
206K
$5.64M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-46.5K- 40.37% |
$1.2M - $1.33M
|
68.7K
$1.88M
|