Purchases and Sales Made in Q4 2021 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
841KNew |
$25M - $26.7M
|
841K
$22.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
364K+ 9.32% |
$10.8M - $11.5M
|
4.27M
$116M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
320K+ 4.88% |
$9.52M - $10.1M
|
6.87M
$186M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
255K+ 615.03% |
$7.59M - $8.09M
|
297K
$8.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
153K+ 24.16% |
$4.56M - $4.85M
|
786K
$21.4M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
144KNew |
$4.29M - $4.57M
|
144K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
119K+ 12.43% |
$3.53M - $3.76M
|
1.07M
$29.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
114KNew |
$3.39M - $3.61M
|
114K
$3.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
103K+ 4.52% |
$3.08M - $3.28M
|
2.39M
$64.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
100KNew |
$2.98M - $3.17M
|
100K
$2.72M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
99.1K+ 118.55% |
$2.95M - $3.14M
|
183K
$4.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
91.8K+ 204.8% |
$2.73M - $2.91M
|
137K
$3.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
91.6KNew |
$2.73M - $2.9M
|
91.6K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
88.4K+ 5.09% |
$2.63M - $2.8M
|
1.82M
$49.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
82.5KNew |
$2.46M - $2.62M
|
82.5K
$2.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
82.2K+ 101.56% |
$2.45M - $2.61M
|
163K
$4.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
74.3K+ 2.19% |
$2.21M - $2.36M
|
3.46M
$94.1M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
72.6KNew |
$2.16M - $2.3M
|
72.6K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
66.5KNew |
$1.98M - $2.11M
|
66.5K
$1.81M
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
65K+ 58.36% |
$1.93M - $2.06M
|
176K
$4.79M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
61.1KNew |
$1.82M - $1.94M
|
61.1K
$1.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
57.2K+ 11.93% |
$1.7M - $1.81M
|
537K
$14.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
52.3K+ 7.95% |
$1.56M - $1.66M
|
710K
$19.3M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
50.2K+ 264.27% |
$1.49M - $1.59M
|
69.2K
$1.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49.4KNew |
$1.47M - $1.57M
|
49.4K
$1.34M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
46.3KNew |
$1.38M - $1.47M
|
46.3K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
46.1K+ 16.68% |
$1.37M - $1.46M
|
322K
$8.76M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
42.1K+ 3.91% |
$1.25M - $1.34M
|
1.12M
$30.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
40.3KNew |
$1.2M - $1.28M
|
40.3K
$1.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
32.8K+ 16.59% |
$976K - $1.04M
|
230K
$6.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.3K+ 8.71% |
$932K - $992K
|
390K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
30.2K+ 154.29% |
$898K - $956K
|
49.7K
$1.35M
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
28KNew |
$834K - $889K
|
28K
$761K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
26.6K+ 18.08% |
$793K - $845K
|
174K
$4.72M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.3KNew |
$783K - $834K
|
26.3K
$715K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25.7K+ 4.74% |
$765K - $815K
|
567K
$15.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
24.1KNew |
$718K - $764K
|
24.1K
$655K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
23.1K+ 7.66% |
$687K - $732K
|
325K
$8.81M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.8K+ 265.33% |
$648K - $691K
|
30K
$815K
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
21KNew |
$625K - $666K
|
21K
$570K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
20.7KNew |
$616K - $656K
|
20.7K
$562K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.9KNew |
$561K - $598K
|
18.9K
$512K
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
18.8KNew |
$560K - $596K
|
18.8K
$511K
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
18.3KNew |
$546K - $582K
|
18.3K
$498K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
18.1K+ 48.98% |
$540K - $575K
|
55.1K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
17.9K+ 31.86% |
$533K - $567K
|
74.1K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
17.5KNew |
$522K - $556K
|
17.5K
$477K
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
16.8K+ 80.3% |
$501K - $534K
|
37.8K
$1.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
16.1K+ 5.04% |
$480K - $511K
|
336K
$9.12M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
15.5KNew |
$460K - $490K
|
15.5K
$420K
|