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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-160- 51.78% |
$4.76K - $5.07K
|
149
$4.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-180- 0.78% |
$5.36K - $5.71K
|
22.8K
$643K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-182- 0.16% |
$5.42K - $5.77K
|
115K
$3.24M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-193- 3.98% |
$5.75K - $6.12K
|
4.66K
$131K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-250- 6.0% |
$7.44K - $7.93K
|
3.92K
$110K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-265- 25.55% |
$7.89K - $8.4K
|
772
$21.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-273- 1.39% |
$8.13K - $8.66K
|
19.4K
$547K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-284- 4.54% |
$8.45K - $9.01K
|
5.97K
$168K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-298Closed |
$8.87K - $9.45K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-304- 44.44% |
$9.05K - $9.64K
|
380
$10.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-378- 0.52% |
$11.3K - $12K
|
72K
$2.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-391- 1.95% |
$11.6K - $12.4K
|
19.7K
$554K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-400Closed |
$11.9K - $12.7K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-425- 2.94% |
$12.7K - $13.5K
|
14K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-425- 3.4% |
$12.7K - $13.5K
|
12.1K
$341K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-440- 40.0% |
$13.1K - $14K
|
660
$18.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-440- 2.79% |
$13.1K - $14K
|
15.3K
$432K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-446- 0.76% |
$13.3K - $14.1K
|
58.2K
$1.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-455- 2.32% |
$13.5K - $14.4K
|
19.2K
$540K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-511Closed |
$15.2K - $16.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-571Closed |
$17K - $18.1K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-620Closed |
$18.5K - $19.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-620- 5.95% |
$18.5K - $19.7K
|
9.8K
$276K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-673- 1.52% |
$20K - $21.3K
|
43.7K
$1.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-700- 3.15% |
$20.8K - $22.2K
|
21.6K
$607K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-713- 0.39% |
$21.2K - $22.6K
|
183K
$5.15M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-728- 1.08% |
$21.7K - $23.1K
|
66.5K
$1.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-740- 7.05% |
$22K - $23.5K
|
9.76K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-749- 9.63% |
$22.3K - $23.8K
|
7.03K
$198K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-777- 7.93% |
$23.1K - $24.6K
|
9.03K
$254K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-777- 7.93% |
$23.1K - $24.6K
|
9.03K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-788- 1.46% |
$23.5K - $25K
|
53.3K
$1.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-807- 7.32% |
$24K - $25.6K
|
10.2K
$288K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-860- 6.26% |
$25.6K - $27.3K
|
12.9K
$363K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-900Closed |
$26.8K - $28.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-911- 0.81% |
$27.1K - $28.9K
|
112K
$3.14M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-932- 7.51% |
$27.7K - $29.6K
|
11.5K
$323K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-932- 7.51% |
$27.7K - $29.6K
|
11.5K
$323K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-946- 2.16% |
$28.2K - $30K
|
42.9K
$1.21M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-1K- 4.39% |
$29.8K - $31.7K
|
21.8K
$614K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.02KClosed |
$30.5K - $32.4K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.08K- 0.64% |
$32.2K - $34.3K
|
167K
$4.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.29K- 8.75% |
$38.5K - $41K
|
13.5K
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.47KClosed |
$43.8K - $46.6K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.54K- 6.83% |
$45.8K - $48.8K
|
21K
$591K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.54KClosed |
$45.8K - $48.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.78KClosed |
$52.9K - $56.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.84K- 6.39% |
$54.6K - $58.2K
|
26.9K
$757K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.03K- 12.38% |
$60.4K - $64.4K
|
14.4K
$405K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.04K- 7.65% |
$60.8K - $64.8K
|
24.7K
$695K
|