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 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.41KNew |
$210K - $259K
|
9.41K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.32KNew |
$207K - $257K
|
9.32K
$255K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9.27KNew |
$206K - $255K
|
9.27K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.08K+ 31.69% |
$202K - $250K
|
37.7K
$1.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
9.03K+ 7.15% |
$201K - $249K
|
135K
$3.71M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
8.97KNew |
$200K - $247K
|
8.97K
$246K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.94K+ 31.09% |
$199K - $246K
|
37.7K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.9KNew |
$198K - $245K
|
8.9K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
8.89K+ 38.99% |
$198K - $245K
|
31.7K
$868K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.75KNew |
$195K - $241K
|
8.75K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.53K+ 13.32% |
$190K - $235K
|
72.6K
$1.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.3KNew |
$185K - $229K
|
8.3K
$227K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
8.25K+ 34.96% |
$184K - $227K
|
31.8K
$873K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.21KNew |
$183K - $226K
|
8.21K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.06KNew |
$179K - $222K
|
8.06K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.69KNew |
$171K - $212K
|
7.69K
$211K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
7.53KNew |
$168K - $207K
|
7.53K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.52KNew |
$167K - $207K
|
7.52K
$206K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.21K+ 5.64% |
$160K - $199K
|
135K
$3.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
7.06KNew |
$157K - $195K
|
7.06K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
7.05KNew |
$157K - $194K
|
7.05K
$193K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.64K+ 7.56% |
$148K - $183K
|
94.5K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.46K+ 1.66% |
$144K - $178K
|
396K
$10.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.92K+ 2.79% |
$132K - $163K
|
218K
$5.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.79K+ 30.44% |
$129K - $160K
|
24.8K
$680K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.94K+ 9.22% |
$110K - $136K
|
58.5K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.93KNew |
$110K - $136K
|
4.93K
$135K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.46K+ 7.13% |
$99.3K - $123K
|
67K
$1.84M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.44K+ 22.86% |
$98.9K - $122K
|
23.9K
$654K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.34K+ 22.72% |
$96.6K - $120K
|
23.4K
$642K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
4.31K+ 2.89% |
$95.8K - $119K
|
153K
$4.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.12KNew |
$91.8K - $114K
|
4.12K
$113K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
3.83K+ 15.16% |
$85.3K - $106K
|
29.1K
$798K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.7K+ 14.84% |
$82.4K - $102K
|
28.6K
$785K
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.65K+ 24.05% |
$81.1K - $100K
|
18.8K
$515K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.55K+ 1.76% |
$79K - $97.8K
|
205K
$5.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.5K+ 17.5% |
$78K - $96.5K
|
23.5K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.48K+ 10.08% |
$77.5K - $95.9K
|
38K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.35K+ 11.86% |
$74.6K - $92.3K
|
31.6K
$866K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.24KNew |
$72K - $89.2K
|
3.24K
$88.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.98K+ 6.75% |
$66.4K - $82.2K
|
47.1K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 409.79% |
$65.2K - $80.8K
|
3.65K
$99.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
2.72K+ 0.72% |
$60.6K - $75.1K
|
379K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.6K+ 6.03% |
$58K - $71.8K
|
45.8K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.52K+ 6.7% |
$56K - $69.4K
|
40.1K
$1.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.5KNew |
$55.7K - $68.9K
|
2.5K
$68.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
2.38K+ 20.55% |
$53.1K - $65.7K
|
14K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.35KNew |
$52.4K - $64.8K
|
2.35K
$64.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.18K+ 97.06% |
$48.4K - $60K
|
4.42K
$121K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.06K+ 11.44% |
$45.8K - $56.7K
|
20K
$549K
|