Purchases and Sales Made in Q3 2024 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 2024. 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 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
675KNew |
$18.7M - $20.7M
|
675K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
220K+ 3.32% |
$6.08M - $6.75M
|
6.84M
$193M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
161K+ 7.25% |
$4.44M - $4.92M
|
2.38M
$67M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
137K+ 722.89% |
$3.8M - $4.21M
|
156K
$4.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
129K+ 90.68% |
$3.57M - $3.96M
|
271K
$7.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
124K+ 11.75% |
$3.42M - $3.8M
|
1.18M
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
122K+ 3.34% |
$3.36M - $3.73M
|
3.76M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
100KNew |
$2.76M - $3.06M
|
100K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
98.3KNew |
$2.72M - $3.01M
|
98.3K
$2.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.1K+ 1.72% |
$2.52M - $2.79M
|
5.38M
$152M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
83.8K+ 34.9% |
$2.31M - $2.57M
|
324K
$9.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
79K+ 13.63% |
$2.18M - $2.42M
|
658K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.2K+ 19.95% |
$1.91M - $2.12M
|
416K
$11.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.7K+ 6.4% |
$1.51M - $1.68M
|
909K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.9K+ 55.52% |
$1.38M - $1.53M
|
140K
$3.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
43.2KNew |
$1.19M - $1.32M
|
43.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.4K+ 70.95% |
$1.17M - $1.3M
|
102K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.9K+ 131.72% |
$1.07M - $1.19M
|
68.4K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
36.4K+ 15.35% |
$1.01M - $1.12M
|
274K
$7.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
29.6K+ 154.03% |
$818K - $907K
|
48.8K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
29.1KNew |
$804K - $891K
|
29.1K
$820K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
28.9K+ 3.45% |
$797K - $885K
|
866K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.7KNew |
$793K - $880K
|
28.7K
$809K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
28.1K+ 2.94% |
$777K - $862K
|
984K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26.5KNew |
$731K - $811K
|
26.5K
$746K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.6K+ 14.92% |
$708K - $785K
|
197K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
25.2K+ 28.94% |
$696K - $772K
|
112K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.4K+ 4.76% |
$618K - $685K
|
492K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
18.9KNew |
$523K - $580K
|
18.9K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.6KNew |
$515K - $571K
|
18.6K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
17.8K+ 11.26% |
$492K - $545K
|
176K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
17.2K+ 118.05% |
$476K - $529K
|
31.9K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
15.2K+ 41.82% |
$419K - $464K
|
51.4K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14.8KNew |
$409K - $453K
|
14.8K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
14.7KNew |
$406K - $451K
|
14.7K
$415K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.7KNew |
$406K - $450K
|
14.7K
$414K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
13.5K+ 6.37% |
$372K - $413K
|
225K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.7K+ 12.56% |
$352K - $390K
|
114K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12.6KNew |
$349K - $387K
|
12.6K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
12.6KNew |
$348K - $386K
|
12.6K
$355K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.1KNew |
$333K - $370K
|
12.1K
$340K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
$312K - $347K
|
11.3K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
10.3KNew |
$284K - $316K
|
10.3K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.2K+ 9.73% |
$281K - $311K
|
115K
$3.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
9.96K+ 4.19% |
$275K - $305K
|
248K
$6.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.59K+ 17.69% |
$265K - $294K
|
63.8K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.58K+ 51.25% |
$265K - $294K
|
28.3K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.41K+ 13.61% |
$260K - $288K
|
78.5K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.22KNew |
$255K - $282K
|
9.22K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.92K+ 11.15% |
$246K - $273K
|
89K
$2.51M
|