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 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
37+ 0.07% |
$824 - $1.02K
|
54.2K
$1.49M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 3.67% |
$757 - $937
|
960
$26.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
34+ 1.19% |
$757 - $937
|
2.9K
$79.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
29+ 0.31% |
$646 - $799
|
9.32K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24+ 1.33% |
$534 - $661
|
1.83K
$50.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
21+ 0.36% |
$467 - $579
|
5.9K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16+ 1.49% |
$356 - $441
|
1.09K
$30K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
15+ 0.24% |
$334 - $413
|
6.31K
$173K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
15+ 1.05% |
$334 - $413
|
1.45K
$39.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
14New |
$312 - $386
|
14
$384
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 3.95% |
$312 - $386
|
368
$10.1K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
12+ 0.15% |
$267 - $331
|
8.26K
$226K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 1.38% |
$223 - $276
|
737
$20.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.08% |
$200 - $248
|
11.2K
$307K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.17% |
$156 - $193
|
4.18K
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4Closed |
$89 - $110
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
SELL
|
- |
-29- 0.23% |
$646 - $799
|
12.4K
$339K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-42- 0.2% |
$935 - $1.16K
|
20.5K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 0.48% |
$1K - $1.24K
|
9.41K
$258K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 0.14% |
$1.07K - $1.32K
|
34.5K
$945K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-52- 0.68% |
$1.16K - $1.43K
|
7.54K
$207K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-54- 0.17% |
$1.2K - $1.49K
|
31.5K
$863K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-60- 0.84% |
$1.34K - $1.65K
|
7.06K
$193K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-60- 0.84% |
$1.34K - $1.65K
|
7.06K
$193K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-71- 0.26% |
$1.58K - $1.96K
|
26.8K
$734K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-75- 1.87% |
$1.67K - $2.07K
|
3.93K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-78- 0.19% |
$1.74K - $2.15K
|
41K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-78- 1.54% |
$1.74K - $2.15K
|
4.98K
$136K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-85- 0.42% |
$1.89K - $2.34K
|
20K
$547K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.23% |
$2.23K - $2.76K
|
3K
$82.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-114Closed |
$2.54K - $3.14K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-120- 0.5% |
$2.67K - $3.31K
|
24K
$657K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-134- 30.8% |
$2.98K - $3.69K
|
301
$8.25K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-150- 1.32% |
$3.34K - $4.13K
|
11.2K
$308K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-192- 5.84% |
$4.27K - $5.29K
|
3.1K
$84.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 6.47% |
$6.68K - $8.27K
|
4.34K
$119K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-319- 1.64% |
$7.1K - $8.79K
|
19.1K
$523K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-320- 4.5% |
$7.12K - $8.82K
|
6.79K
$186K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-337- 2.03% |
$7.5K - $9.29K
|
16.3K
$446K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-350- 2.62% |
$7.79K - $9.65K
|
13K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-354- 1.54% |
$7.88K - $9.76K
|
22.6K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-380- 0.66% |
$8.46K - $10.5K
|
57K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-395- 2.16% |
$8.79K - $10.9K
|
17.9K
$491K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-395- 11.77% |
$8.79K - $10.9K
|
2.96K
$81.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-400- 3.31% |
$8.9K - $11K
|
11.7K
$321K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-406- 4.15% |
$9.04K - $11.2K
|
9.37K
$257K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-414- 0.72% |
$9.22K - $11.4K
|
57K
$1.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-417- 2.85% |
$9.28K - $11.5K
|
14.2K
$390K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-438- 46.6% |
$9.75K - $12.1K
|
502
$13.8K
|