Purchases and Sales Made in Q4 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 2022. 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 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
37.7K+ 266.84% |
$840K - $1.04M
|
51.9K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34.9KNew |
$778K - $963K
|
34.9K
$958K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.1K+ 98.12% |
$737K - $913K
|
66.9K
$1.83M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.1K+ 98.12% |
$737K - $913K
|
66.9K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.3K+ 46.74% |
$719K - $890K
|
101K
$2.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
31.8K+ 8.62% |
$708K - $876K
|
401K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
30.9KNew |
$689K - $853K
|
30.9K
$848K
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
29.9K+ 49.99% |
$665K - $824K
|
89.7K
$2.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
28.8K+ 15.09% |
$640K - $793K
|
219K
$6.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
27.8KNew |
$618K - $765K
|
27.8K
$761K
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
27.1KNew |
$604K - $747K
|
27.1K
$743K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
25.4K+ 84.25% |
$565K - $699K
|
55.5K
$1.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
25.1K+ 55.23% |
$559K - $693K
|
70.6K
$1.94M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
22.7KNew |
$504K - $624K
|
22.7K
$621K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
21.1K+ 9.63% |
$470K - $582K
|
240K
$6.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
21.1K+ 183.61% |
$470K - $582K
|
32.6K
$894K
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
19.6KNew |
$436K - $540K
|
19.6K
$537K
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
19.4KNew |
$433K - $536K
|
19.4K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.4K+ 12.62% |
$431K - $534K
|
173K
$4.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
18.9K+ 38.34% |
$420K - $520K
|
68.1K
$1.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 20.76% |
$417K - $517K
|
109K
$2.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
18KNew |
$400K - $495K
|
18K
$493K
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
17.9KNew |
$399K - $494K
|
17.9K
$492K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
17.7K+ 36.22% |
$393K - $487K
|
66.5K
$1.82M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.7K+ 33.91% |
$393K - $486K
|
69.7K
$1.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
16.6KNew |
$369K - $456K
|
16.6K
$454K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
15.8KNew |
$353K - $437K
|
15.8K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
15.5K+ 13.83% |
$346K - $428K
|
128K
$3.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.1K+ 7.77% |
$336K - $416K
|
209K
$5.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.1K+ 245.14% |
$313K - $387K
|
19.8K
$543K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
14KNew |
$311K - $385K
|
14K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.8KNew |
$307K - $380K
|
13.8K
$377K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
13.6KNew |
$302K - $374K
|
13.6K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
13.2K+ 18.22% |
$294K - $365K
|
85.8K
$2.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.6KNew |
$281K - $347K
|
12.6K
$345K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12.5K+ 23.18% |
$279K - $346K
|
66.7K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.5KNew |
$278K - $344K
|
12.5K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.4K+ 311.79% |
$277K - $343K
|
16.4K
$450K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.4KNew |
$275K - $340K
|
12.4K
$339K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.1K+ 19.3% |
$270K - $335K
|
75.1K
$2.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1K+ 31.77% |
$269K - $333K
|
50.1K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
11.5KNew |
$255K - $316K
|
11.5K
$314K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.3KNew |
$251K - $311K
|
11.3K
$309K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
10.8K+ 25.15% |
$240K - $297K
|
53.7K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
10.8KNew |
$239K - $296K
|
10.8K
$295K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.3K+ 12.47% |
$229K - $283K
|
92.6K
$2.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10KNew |
$224K - $277K
|
10K
$275K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10KNew |
$223K - $276K
|
10K
$275K
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
10KNew |
$223K - $276K
|
10K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.55KNew |
$213K - $263K
|
9.55K
$262K
|