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 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-49- 0.03% |
$1.35K - $1.5K
|
194K
$5.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-61- 3.64% |
$1.68K - $1.87K
|
1.61K
$45.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-65- 0.9% |
$1.8K - $1.99K
|
7.18K
$202K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-82- 12.02% |
$2.26K - $2.51K
|
600
$16.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-85- 9.26% |
$2.35K - $2.6K
|
833
$23.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-94- 26.55% |
$2.6K - $2.88K
|
260
$7.32K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-107- 0.25% |
$2.96K - $3.28K
|
43.2K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-134- 1.22% |
$3.7K - $4.11K
|
10.8K
$305K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-135- 1.13% |
$3.73K - $4.14K
|
11.8K
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-137- 1.18% |
$3.78K - $4.2K
|
11.4K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-138- 9.62% |
$3.81K - $4.23K
|
1.3K
$36.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-155- 0.43% |
$4.28K - $4.75K
|
35.7K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-166- 8.16% |
$4.58K - $5.09K
|
1.87K
$52.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-184- 0.35% |
$5.08K - $5.64K
|
53K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-190- 30.16% |
$5.25K - $5.82K
|
440
$12.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-191- 0.71% |
$5.28K - $5.85K
|
26.8K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-209- 95.87% |
$5.77K - $6.4K
|
9
$254
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-234- 2.03% |
$6.46K - $7.17K
|
11.3K
$318K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-250- 1.81% |
$6.91K - $7.66K
|
13.5K
$381K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-269- 0.73% |
$7.43K - $8.24K
|
36.7K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-348- 0.64% |
$9.61K - $10.7K
|
53.7K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-362- 4.67% |
$10K - $11.1K
|
7.38K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-362- 4.67% |
$10K - $11.1K
|
7.38K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-373- 1.57% |
$10.3K - $11.4K
|
23.4K
$660K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-403- 1.02% |
$11.1K - $12.3K
|
39.1K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-439- 17.37% |
$12.1K - $13.5K
|
2.09K
$58.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-463- 1.35% |
$12.8K - $14.2K
|
33.9K
$954K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-470- 0.96% |
$13K - $14.4K
|
48.4K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-500- 2.62% |
$13.8K - $15.3K
|
18.6K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-518- 8.42% |
$14.3K - $15.9K
|
5.63K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-537- 1.6% |
$14.8K - $16.5K
|
33.1K
$933K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-537- 0.59% |
$14.8K - $16.5K
|
91.1K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-549- 3.38% |
$15.2K - $16.8K
|
15.7K
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-616- 1.53% |
$17K - $18.9K
|
39.7K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-679- 3.57% |
$18.8K - $20.8K
|
18.4K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-698- 0.43% |
$19.3K - $21.4K
|
161K
$4.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-700- 2.35% |
$19.3K - $21.4K
|
29.1K
$818K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-718- 1.07% |
$19.8K - $22K
|
66.6K
$1.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-806- 55.4% |
$22.3K - $24.7K
|
649
$18.3K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-835- 5.52% |
$23.1K - $25.6K
|
14.3K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-932- 6.08% |
$25.7K - $28.6K
|
14.4K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-958- 22.09% |
$26.5K - $29.4K
|
3.38K
$95.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-987- 3.21% |
$27.3K - $30.2K
|
29.8K
$838K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.03K- 2.57% |
$28.3K - $31.4K
|
38.9K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.08K- 1.34% |
$29.7K - $32.9K
|
79.1K
$2.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.11K- 11.95% |
$30.5K - $33.9K
|
8.15K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.21K- 1.8% |
$33.5K - $37.1K
|
66.1K
$1.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.22K- 12.14% |
$33.8K - $37.5K
|
8.86K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.26K- 15.05% |
$34.8K - $38.6K
|
7.11K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.35K- 2.11% |
$37.2K - $41.2K
|
62.4K
$1.76M
|