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 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.18K+ 13.47% |
$60.2K - $66.8K
|
18.4K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.17K+ 1.01% |
$60K - $66.6K
|
217K
$6.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.16KNew |
$59.8K - $66.3K
|
2.16K
$61K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.03K+ 6.94% |
$56.1K - $62.2K
|
31.3K
$881K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2K+ 8.78% |
$55.2K - $61.3K
|
24.8K
$698K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73K+ 3.96% |
$47.9K - $53.1K
|
45.5K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.69KNew |
$46.7K - $51.8K
|
1.69K
$47.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.61K+ 2.8% |
$44.5K - $49.3K
|
59K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 13.71% |
$42.3K - $47K
|
12.7K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.5KNew |
$41.5K - $46.1K
|
1.5K
$42.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.5K+ 2.33% |
$41.4K - $46K
|
65.9K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.42K+ 1.14% |
$39.1K - $43.4K
|
125K
$3.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.41K+ 5.3% |
$38.8K - $43K
|
27.9K
$787K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.4K+ 5.8% |
$38.7K - $42.9K
|
25.6K
$720K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.4KNew |
$38.6K - $42.8K
|
1.4K
$39.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.23K+ 10.03% |
$33.9K - $37.6K
|
13.5K
$379K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 2.5% |
$31.3K - $34.7K
|
46.5K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.09K+ 4.9% |
$30.1K - $33.3K
|
23.3K
$656K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
963+ 5.15% |
$26.6K - $29.5K
|
19.7K
$554K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
955+ 3.66% |
$26.4K - $29.3K
|
27.1K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
871+ 10.79% |
$24.1K - $26.7K
|
8.94K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
836+ 2.81% |
$23.1K - $25.6K
|
30.6K
$863K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
813+ 1.26% |
$22.5K - $24.9K
|
65.4K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
702+ 2.31% |
$19.4K - $21.5K
|
31.1K
$876K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
698+ 0.97% |
$19.3K - $21.4K
|
72.8K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
665New |
$18.4K - $20.4K
|
665
$18.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
663+ 6.19% |
$18.3K - $20.3K
|
11.4K
$320K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
637+ 3.36% |
$17.6K - $19.5K
|
19.6K
$552K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
600+ 3.12% |
$16.6K - $18.4K
|
19.9K
$559K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
578+ 2.51% |
$16K - $17.7K
|
23.6K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
567+ 5.57% |
$15.7K - $17.4K
|
10.7K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
555+ 74.0% |
$15.3K - $17K
|
1.31K
$36.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
550+ 2.7% |
$15.2K - $16.9K
|
20.9K
$589K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
527+ 1.21% |
$14.6K - $16.1K
|
44.2K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
500+ 3.01% |
$13.8K - $15.3K
|
17.1K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$13.8K - $15.3K
|
500
$14.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
475+ 0.77% |
$13.1K - $14.6K
|
62K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
450+ 2.36% |
$12.4K - $13.8K
|
19.6K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
434+ 4.17% |
$12K - $13.3K
|
10.9K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
431+ 1.6% |
$11.9K - $13.2K
|
27.3K
$769K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
427New |
$11.8K - $13.1K
|
427
$12K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
410New |
$11.3K - $12.6K
|
410
$11.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
397New |
$11K - $12.2K
|
397
$11.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
387+ 0.69% |
$10.7K - $11.9K
|
56.9K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
360+ 3.73% |
$9.94K - $11K
|
10K
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
293+ 1.52% |
$8.09K - $8.98K
|
19.5K
$550K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
284New |
$7.84K - $8.7K
|
284
$8K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
233+ 0.98% |
$6.44K - $7.14K
|
24.1K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
232+ 1.9% |
$6.41K - $7.11K
|
12.4K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
230+ 0.51% |
$6.35K - $7.05K
|
44.9K
$1.26M
|