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 |
---|---|---|---|---|---|---|---|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.52K- 13.42% |
$107K - $116K
|
22.7K
$640K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.55K- 7.77% |
$108K - $117K
|
42.2K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.2K- 23.47% |
$128K - $138K
|
13.7K
$385K
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.38K- 13.15% |
$164K - $177K
|
35.5K
$1M
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-6.33KClosed |
$193K - $209K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.35KClosed |
$193K - $209K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.43KClosed |
$196K - $212K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.55KClosed |
$199K - $216K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.65KClosed |
$202K - $219K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.02K- 39.24% |
$214K - $231K
|
10.9K
$306K
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.28KClosed |
$221K - $240K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.45K- 51.3% |
$227K - $246K
|
7.07K
$199K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7.5K- 10.03% |
$228K - $247K
|
67.3K
$1.9M
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-7.55KClosed |
$230K - $249K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.58KClosed |
$231K - $250K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.39KClosed |
$255K - $276K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.49K- 27.38% |
$258K - $280K
|
22.5K
$634K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-9.4K- 4.4% |
$286K - $310K
|
204K
$5.74M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-9.44K- 3.36% |
$287K - $311K
|
272K
$7.65M
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-10.7K- 34.81% |
$326K - $353K
|
20.1K
$565K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.5K- 37.06% |
$350K - $379K
|
19.5K
$550K
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-11.9K- 14.27% |
$362K - $392K
|
71.5K
$2.01M
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-12.2K- 13.08% |
$370K - $401K
|
80.9K
$2.28M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-13.5K- 7.47% |
$411K - $445K
|
167K
$4.71M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-13.5K- 1.37% |
$412K - $446K
|
976K
$27.5M
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-14.4KClosed |
$439K - $476K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-16.8KClosed |
$511K - $553K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-18.1K- 35.43% |
$549K - $595K
|
32.9K
$927K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-19.1K- 12.64% |
$582K - $630K
|
132K
$3.72M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-20.8K- 8.71% |
$633K - $686K
|
218K
$6.14M
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-23.7K- 12.44% |
$720K - $780K
|
167K
$4.69M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.5K- 38.04% |
$775K - $839K
|
41.5K
$1.17M
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-42.8KClosed |
$1.3M - $1.41M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-44.4K- 57.73% |
$1.35M - $1.46M
|
32.5K
$915K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-47.3K- 2.65% |
$1.44M - $1.56M
|
1.74M
$48.9M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50.5KClosed |
$1.54M - $1.66M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-59.4KClosed |
$1.81M - $1.96M
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-61.9K- 20.84% |
$1.88M - $2.04M
|
235K
$6.63M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-63.1K- 76.71% |
$1.92M - $2.08M
|
19.2K
$540K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-73.7K- 7.23% |
$2.24M - $2.43M
|
946K
$26.6M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-77.9K- 29.78% |
$2.37M - $2.57M
|
184K
$5.17M
|
|
Nov 10, 2021
Q3 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-84KClosed |
$2.56M - $2.77M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-87KClosed |
$2.65M - $2.87M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-98.8K- 51.47% |
$3M - $3.25M
|
93.1K
$2.62M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-116K- 72.1% |
$3.52M - $3.82M
|
44.8K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-131K- 67.63% |
$3.97M - $4.3M
|
62.5K
$1.76M
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-147KClosed |
$4.47M - $4.84M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-161K- 84.23% |
$4.91M - $5.32M
|
30.2K
$851K
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-223KClosed |
$6.79M - $7.35M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-609K- 98.05% |
$18.5M - $20.1M
|
12.1K
$341K
|