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 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.09K- 16.98% |
$62.3K - $66.4K
|
10.2K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.11K- 9.26% |
$62.9K - $67K
|
20.7K
$583K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.19K- 7.74% |
$65.2K - $69.5K
|
26.1K
$736K
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.2KClosed |
$65.3K - $69.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.2K- 19.32% |
$65.6K - $69.8K
|
9.19K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-2.32K- 19.19% |
$69.1K - $73.6K
|
9.77K
$275K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-2.48K- 4.01% |
$73.9K - $78.7K
|
59.5K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.52K- 7.67% |
$75.1K - $80K
|
30.4K
$856K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.74K- 15.93% |
$81.6K - $86.9K
|
14.5K
$407K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.99K- 23.02% |
$89K - $94.8K
|
9.99K
$282K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3K- 29.05% |
$89.3K - $95.1K
|
7.33K
$206K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-3.06KClosed |
$90.9K - $96.9K
|
0
$0
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.25K- 32.44% |
$96.6K - $103K
|
6.76K
$190K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.26K- 25.94% |
$97.1K - $103K
|
9.31K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.31K- 6.58% |
$98.6K - $105K
|
47K
$1.32M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.45K- 18.01% |
$103K - $110K
|
15.7K
$443K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.47KClosed |
$103K - $110K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-3.82K- 29.17% |
$114K - $121K
|
9.26K
$261K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.87K- 19.2% |
$115K - $123K
|
16.3K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.99KClosed |
$119K - $127K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-4K- 23.1% |
$119K - $127K
|
13.3K
$375K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.06K- 3.19% |
$121K - $129K
|
124K
$3.48M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.11K- 47.12% |
$122K - $130K
|
4.61K
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.21K- 6.2% |
$125K - $133K
|
63.7K
$1.79M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.43K- 10.35% |
$132K - $140K
|
38.3K
$1.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-4.5K- 50.0% |
$134K - $143K
|
4.5K
$127K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.54K- 1.37% |
$135K - $144K
|
327K
$9.22M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.9K- 12.63% |
$146K - $155K
|
33.9K
$955K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.16K- 37.33% |
$154K - $164K
|
8.67K
$244K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.2K- 34.98% |
$155K - $165K
|
9.66K
$272K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.45K- 3.73% |
$162K - $173K
|
141K
$3.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6K- 49.59% |
$179K - $190K
|
6.1K
$172K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.26K- 43.88% |
$186K - $198K
|
8K
$225K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-6.41K- 26.3% |
$191K - $203K
|
18K
$506K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-6.42K- 2.75% |
$191K - $204K
|
227K
$6.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6.51K- 38.59% |
$194K - $206K
|
10.4K
$292K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.74K- 7.53% |
$201K - $214K
|
82.9K
$2.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.87K- 49.63% |
$204K - $218K
|
6.97K
$196K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.92K- 20.99% |
$206K - $220K
|
26.1K
$734K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-7K- 11.93% |
$208K - $222K
|
51.7K
$1.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.42KClosed |
$221K - $235K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.77K- 52.11% |
$231K - $246K
|
7.14K
$201K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-7.79K- 10.9% |
$232K - $247K
|
63.7K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7.92KClosed |
$236K - $251K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-8.73K- 50.36% |
$260K - $277K
|
8.6K
$242K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-9.22K- 4.52% |
$275K - $292K
|
195K
$5.49M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.49K- 14.26% |
$283K - $301K
|
57.1K
$1.61M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.55KClosed |
$284K - $303K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.68K- 13.28% |
$288K - $307K
|
63.2K
$1.78M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-9.84K- 5.88% |
$293K - $312K
|
157K
$4.43M
|