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
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-9.98K- 4.38% |
$297K - $316K
|
218K
$6.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.1K- 1.42% |
$301K - $320K
|
703K
$19.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10.1K- 64.57% |
$301K - $321K
|
5.55K
$156K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-10.2K- 18.54% |
$302K - $322K
|
44.7K
$1.26M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.5K- 40.07% |
$314K - $334K
|
15.8K
$444K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-10.8KClosed |
$321K - $342K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11KClosed |
$328K - $350K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-11.5KClosed |
$342K - $364K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.5K- 11.34% |
$343K - $365K
|
90K
$2.53M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-11.7K- 36.21% |
$347K - $370K
|
20.5K
$578K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12.1KClosed |
$361K - $385K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.8K- 42.58% |
$380K - $405K
|
17.2K
$485K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.9KClosed |
$385K - $410K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-13.2KClosed |
$391K - $417K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-13.6K- 38.78% |
$406K - $432K
|
21.5K
$606K
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-14.1K- 20.43% |
$420K - $447K
|
54.9K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-15.2KClosed |
$453K - $482K
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-16.8K- 39.96% |
$501K - $533K
|
25.3K
$712K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.6K- 34.42% |
$555K - $591K
|
35.5K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-19.4K- 28.79% |
$577K - $614K
|
47.9K
$1.35M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-20.8KClosed |
$619K - $660K
|
0
$0
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-21.3K- 6.24% |
$633K - $675K
|
320K
$9M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-21.9KClosed |
$651K - $693K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-26K- 49.92% |
$775K - $825K
|
26.1K
$735K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27K- 49.13% |
$803K - $856K
|
27.9K
$787K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-28.7K- 5.68% |
$853K - $909K
|
476K
$13.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-30.2KClosed |
$899K - $958K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-37.1K- 71.48% |
$1.1M - $1.18M
|
14.8K
$417K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-45.8K- 12.24% |
$1.36M - $1.45M
|
329K
$9.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-47.2K- 3.6% |
$1.41M - $1.5M
|
1.27M
$35.6M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-54.1K- 23.01% |
$1.61M - $1.72M
|
181K
$5.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-54.8K- 20.96% |
$1.63M - $1.74M
|
206K
$5.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-67.9K- 6.88% |
$2.02M - $2.15M
|
919K
$25.9M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-79.4K- 77.56% |
$2.37M - $2.52M
|
23K
$648K
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-80.3KClosed |
$2.39M - $2.55M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-82.1K- 3.19% |
$2.45M - $2.6M
|
2.49M
$70.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-82.6K- 91.82% |
$2.46M - $2.62M
|
7.36K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-117K- 5.16% |
$3.5M - $3.73M
|
2.16M
$60.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-139K- 78.45% |
$4.14M - $4.41M
|
38.2K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-156K- 79.43% |
$4.65M - $4.96M
|
40.5K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-206K- 89.94% |
$6.12M - $6.52M
|
23K
$648K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-218KClosed |
$6.49M - $6.92M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-251K- 58.9% |
$7.48M - $7.97M
|
175K
$4.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-259K- 2.58% |
$7.71M - $8.21M
|
9.77M
$275M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-757K- 36.65% |
$22.5M - $24M
|
1.31M
$36.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-868K- 91.77% |
$25.8M - $27.5M
|
77.8K
$2.19M
|