Purchases and Sales Made in Q3 2021 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12+ 0.14% |
$365 - $396
|
8.78K
$247K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8+ 2.35% |
$243 - $264
|
349
$9.83K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$152 - $165
|
13.3K
$374K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 2.11% |
$122 - $132
|
194
$5.46K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.06% |
$91.3 - $98.9
|
4.92K
$139K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2New |
$60.8 - $65.9
|
2
$56.3
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2+ 0.02% |
$60.8 - $65.9
|
13.2K
$370K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.18% |
$30.4 - $33
|
86
$2.42K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$30.4 - $33
|
1
$28.2
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 3.7% |
$30.4 - $33
|
28
$789
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-10- 0.64% |
$304 - $330
|
1.55K
$43.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-11- 3.31% |
$335 - $363
|
321
$9.04K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-15- 0.28% |
$456 - $494
|
5.36K
$151K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-21Closed |
$639 - $692
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-49- 0.39% |
$1.49K - $1.62K
|
12.6K
$354K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-84- 0.92% |
$2.56K - $2.77K
|
9.03K
$254K
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-96- 1.03% |
$2.92K - $3.16K
|
9.21K
$260K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-108Closed |
$3.29K - $3.56K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-112- 0.29% |
$3.41K - $3.69K
|
38.7K
$1.09M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-135- 8.56% |
$4.11K - $4.45K
|
1.44K
$40.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-138- 0.65% |
$4.2K - $4.55K
|
21K
$591K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-143- 90.51% |
$4.35K - $4.71K
|
15
$423
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150- 1.01% |
$4.56K - $4.94K
|
14.8K
$416K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-186- 58.31% |
$5.66K - $6.13K
|
133
$3.75K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-198- 2.03% |
$6.02K - $6.53K
|
9.55K
$269K
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-200- 0.89% |
$6.08K - $6.59K
|
22.3K
$627K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-200Closed |
$6.08K - $6.59K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-215- 1.11% |
$6.54K - $7.09K
|
19.2K
$541K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-238- 6.34% |
$7.24K - $7.84K
|
3.52K
$99.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-249- 1.25% |
$7.57K - $8.21K
|
19.6K
$553K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-278- 2.75% |
$8.46K - $9.16K
|
9.83K
$277K
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-308- 12.31% |
$9.37K - $10.2K
|
2.2K
$61.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-315Closed |
$9.58K - $10.4K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-360- 1.56% |
$11K - $11.9K
|
22.7K
$640K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-400- 3.67% |
$12.2K - $13.2K
|
10.5K
$296K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-400- 3.39% |
$12.2K - $13.2K
|
11.4K
$321K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-400- 3.39% |
$12.2K - $13.2K
|
11.4K
$321K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-400- 80.0% |
$12.2K - $13.2K
|
100
$2.82K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-400Closed |
$12.2K - $13.2K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-420- 4.03% |
$12.8K - $13.8K
|
10K
$282K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-429- 1.14% |
$13.1K - $14.1K
|
37.3K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-444- 1.3% |
$13.5K - $14.6K
|
33.8K
$953K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-457- 17.58% |
$13.9K - $15.1K
|
2.14K
$60.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-467- 1.87% |
$14.2K - $15.4K
|
24.5K
$689K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-470- 3.65% |
$14.3K - $15.5K
|
12.4K
$349K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-470- 3.65% |
$14.3K - $15.5K
|
12.4K
$349K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-476- 0.41% |
$14.5K - $15.7K
|
116K
$3.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-495- 1.01% |
$15.1K - $16.3K
|
48.8K
$1.37M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-496Closed |
$15.1K - $16.3K
|
0
$0
|