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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-440- 4.73% |
$9.79K - $12.1K
|
8.86K
$243K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-457- 2.1% |
$10.2K - $12.6K
|
21.3K
$583K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-491- 3.62% |
$10.9K - $13.5K
|
13.1K
$358K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-516- 3.45% |
$11.5K - $14.2K
|
14.4K
$396K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-560- 4.91% |
$12.5K - $15.4K
|
10.9K
$297K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-572- 0.54% |
$12.7K - $15.8K
|
106K
$2.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-774- 3.06% |
$17.2K - $21.3K
|
24.5K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-786- 2.11% |
$17.5K - $21.7K
|
36.4K
$998K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-838- 4.77% |
$18.7K - $23.1K
|
16.7K
$458K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-851- 6.42% |
$18.9K - $23.5K
|
12.4K
$340K
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-867- 2.58% |
$19.3K - $23.9K
|
32.7K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-896- 3.39% |
$19.9K - $24.7K
|
25.5K
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-897- 0.85% |
$20K - $24.7K
|
104K
$2.86M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-910- 6.45% |
$20.3K - $25.1K
|
13.2K
$362K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-958- 1.4% |
$21.3K - $26.4K
|
67.4K
$1.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-996- 58.04% |
$22.2K - $27.4K
|
720
$19.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-997- 12.93% |
$22.2K - $27.5K
|
6.71K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.06K- 4.67% |
$23.6K - $29.2K
|
21.7K
$594K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.08K- 7.35% |
$24K - $29.7K
|
13.6K
$372K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.11K- 11.62% |
$24.7K - $30.6K
|
8.44K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.13K- 7.54% |
$25.1K - $31K
|
13.8K
$379K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.14K- 1.29% |
$25.3K - $31.3K
|
86.8K
$2.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.18K- 20.08% |
$26.3K - $32.6K
|
4.7K
$129K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.19K- 7.9% |
$26.4K - $32.7K
|
13.8K
$379K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-1.31K- 3.32% |
$29.2K - $36.2K
|
38.2K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.32K- 4.7% |
$29.4K - $36.5K
|
26.8K
$736K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.39K- 3.83% |
$31K - $38.4K
|
35K
$960K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.4K- 26.22% |
$31.1K - $38.5K
|
3.93K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.43K- 4.75% |
$31.8K - $39.3K
|
28.6K
$784K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-1.45K- 8.52% |
$32.2K - $39.8K
|
15.5K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.47K- 12.39% |
$32.8K - $40.6K
|
10.4K
$286K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 7.81% |
$34.4K - $42.6K
|
18.2K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.62K- 14.73% |
$36.2K - $44.8K
|
9.4K
$258K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.66K- 3.49% |
$36.9K - $45.6K
|
45.9K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.66K- 0.67% |
$36.9K - $45.7K
|
247K
$6.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.78K- 7.67% |
$39.7K - $49.1K
|
21.4K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.93K- 20.01% |
$43K - $53.2K
|
7.72K
$212K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.95K- 23.46% |
$43.5K - $53.8K
|
6.37K
$175K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2K- 2.84% |
$44.5K - $55.1K
|
68.4K
$1.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2.01K- 17.44% |
$44.7K - $55.3K
|
9.5K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.07K- 4.24% |
$46K - $57K
|
46.7K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.13K- 67.34% |
$47.4K - $58.7K
|
1.03K
$28.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-2.14K- 7.39% |
$47.5K - $58.8K
|
26.8K
$733K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.19K- 13.37% |
$48.7K - $60.3K
|
14.2K
$388K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.3K- 18.32% |
$51.3K - $63.5K
|
10.3K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.32K- 51.09% |
$51.7K - $64K
|
2.23K
$61K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.33K- 9.3% |
$51.8K - $64.1K
|
22.7K
$622K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-2.4K- 22.55% |
$53.3K - $66K
|
8.23K
$226K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.4K- 31.22% |
$53.4K - $66.1K
|
5.28K
$145K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.43K- 9.18% |
$54.1K - $67K
|
24.1K
$659K
|