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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.77K+ 115.37% |
$242K - $269K
|
16.4K
$461K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
8.48K+ 2.16% |
$234K - $260K
|
402K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.94K+ 4.52% |
$219K - $243K
|
183K
$5.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.85K+ 6.98% |
$217K - $240K
|
120K
$3.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.72K+ 1.85% |
$213K - $236K
|
426K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7.36KNew |
$203K - $225K
|
7.36K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.31K+ 8.2% |
$202K - $224K
|
96.5K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7.19KNew |
$199K - $220K
|
7.19K
$202K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.13KNew |
$197K - $218K
|
7.13K
$201K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.11KNew |
$196K - $218K
|
7.11K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.1KNew |
$196K - $218K
|
7.1K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.05KNew |
$195K - $216K
|
7.05K
$199K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.02KNew |
$194K - $215K
|
7.02K
$198K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7KNew |
$193K - $214K
|
7K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.95KNew |
$192K - $213K
|
6.95K
$196K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.94K+ 78.26% |
$192K - $213K
|
15.8K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
6.84KNew |
$189K - $210K
|
6.84K
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.84KNew |
$189K - $209K
|
6.84K
$193K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.82KNew |
$188K - $209K
|
6.82K
$192K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
6.81KNew |
$188K - $209K
|
6.81K
$192K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6.63KNew |
$183K - $203K
|
6.63K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.76K+ 16.2% |
$159K - $176K
|
41.3K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.75KNew |
$159K - $176K
|
5.75K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.38K+ 41.71% |
$149K - $165K
|
18.3K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.31K+ 3.76% |
$147K - $163K
|
146K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.03K+ 17.15% |
$139K - $154K
|
34.4K
$968K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.45K+ 9.05% |
$123K - $136K
|
53.6K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.15K+ 2.22% |
$115K - $127K
|
191K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.09K+ 3.0% |
$113K - $125K
|
141K
$3.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.09K+ 36.02% |
$113K - $125K
|
15.4K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.07K+ 4.8% |
$112K - $125K
|
88.8K
$2.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.04K+ 3.08% |
$112K - $124K
|
135K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4KNew |
$110K - $123K
|
4K
$113K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.96K+ 18.02% |
$109K - $121K
|
25.9K
$730K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.92K+ 9.01% |
$108K - $120K
|
47.4K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.7K+ 11.35% |
$102K - $113K
|
36.3K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.65K+ 0.85% |
$101K - $112K
|
432K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.35K+ 3.25% |
$92.4K - $102K
|
106K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.3K+ 13.78% |
$91.1K - $101K
|
27.2K
$767K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.29K+ 58.91% |
$90.8K - $101K
|
8.87K
$250K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.18K+ 7.95% |
$87.7K - $97.3K
|
43.2K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.01K+ 2.92% |
$83.1K - $92.2K
|
106K
$2.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.72K+ 14.1% |
$75K - $83.2K
|
22K
$619K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.64K+ 24.46% |
$72.8K - $80.8K
|
13.4K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.6K+ 0.47% |
$71.9K - $79.8K
|
561K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.6K+ 14.07% |
$71.8K - $79.7K
|
21.1K
$594K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.5K+ 4.31% |
$69.1K - $76.6K
|
60.5K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.38K+ 8.59% |
$65.8K - $73K
|
30.1K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.33K+ 0.19% |
$64.3K - $71.3K
|
1.2M
$33.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.23KNew |
$61.7K - $68.4K
|
2.23K
$62.9K
|