Purchases and Sales Made in Q3 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.4K- 26.29% |
$31.5K - $39.9K
|
3.93K
$111K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.54K- 11.92% |
$34.7K - $43.8K
|
11.4K
$321K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.69K- 9.0% |
$38.1K - $48.2K
|
17.1K
$482K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.82K- 7.01% |
$40.9K - $51.7K
|
24.1K
$679K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.98K- 2.2% |
$44.5K - $56.3K
|
87.8K
$2.47M
|
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-2.05K- 7.49% |
$46.1K - $58.3K
|
25.3K
$712K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.1K- 66.16% |
$47.4K - $59.8K
|
1.08K
$30.3K
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.16K- 2.05% |
$48.7K - $61.5K
|
103K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.33K- 16.38% |
$52.5K - $66.3K
|
11.9K
$335K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.34K- 13.87% |
$52.7K - $66.6K
|
14.5K
$410K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-2.35K- 4.56% |
$53K - $67K
|
49.2K
$1.39M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.39K- 25.16% |
$53.9K - $68.1K
|
7.12K
$200K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-2.39K- 25.16% |
$53.9K - $68.1K
|
7.12K
$200K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.45K- 1.4% |
$55.3K - $69.9K
|
173K
$4.88M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.49K- 13.2% |
$56.1K - $70.8K
|
16.4K
$461K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.11K- 1.33% |
$70K - $88.4K
|
231K
$6.5M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.78K- 16.51% |
$85.1K - $108K
|
19.1K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.96K- 7.1% |
$89.2K - $113K
|
51.8K
$1.46M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.97K- 3.87% |
$89.4K - $113K
|
98.5K
$2.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.62K- 24.43% |
$104K - $132K
|
14.3K
$403K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.78K- 8.11% |
$108K - $136K
|
54.1K
$1.53M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.88K- 18.27% |
$110K - $139K
|
21.8K
$615K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.9K- 6.66% |
$110K - $140K
|
68.7K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.15K- 40.07% |
$116K - $147K
|
7.71K
$217K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.43K- 3.97% |
$122K - $155K
|
131K
$3.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.62K- 23.82% |
$127K - $160K
|
18K
$507K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.66K- 2.36% |
$127K - $161K
|
234K
$6.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.75K- 32.43% |
$130K - $164K
|
12K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.8K- 35.53% |
$131K - $165K
|
10.5K
$296K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-5.93K- 59.68% |
$134K - $169K
|
4.01K
$113K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.09K- 28.92% |
$137K - $173K
|
15K
$422K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-6.15K- 39.07% |
$139K - $175K
|
9.6K
$270K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.36K- 15.07% |
$143K - $181K
|
35.8K
$1.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-6.47K- 12.17% |
$146K - $184K
|
46.7K
$1.32M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.58K- 14.9% |
$148K - $187K
|
37.5K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.25K- 5.1% |
$186K - $235K
|
154K
$4.32M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.37K- 1.72% |
$189K - $238K
|
477K
$13.4M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-8.57KClosed |
$193K - $244K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10K- 51.54% |
$225K - $285K
|
9.41K
$265K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.5K- 12.57% |
$237K - $299K
|
73K
$2.06M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.3K- 19.92% |
$254K - $321K
|
45.4K
$1.28M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-11.9K- 22.12% |
$269K - $339K
|
42K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12K- 15.05% |
$271K - $343K
|
68K
$1.91M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.2K- 6.59% |
$274K - $346K
|
172K
$4.85M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-12.8K- 10.86% |
$289K - $365K
|
105K
$2.97M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.1K- 14.37% |
$296K - $374K
|
78.2K
$2.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14.7K- 18.25% |
$331K - $418K
|
65.8K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16.4K- 41.85% |
$368K - $465K
|
22.7K
$640K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-17.1K- 59.37% |
$385K - $486K
|
11.7K
$329K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-19.8K- 2.1% |
$446K - $563K
|
923K
$26M
|