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 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.43K- 9.18% |
$54.1K - $67K
|
24.1K
$649K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.56K- 10.86% |
$56.9K - $70.4K
|
21K
$566K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.56K- 5.7% |
$56.9K - $70.5K
|
42.3K
$1.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-2.85K- 5.7% |
$63.4K - $78.5K
|
47.2K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.15K- 26.81% |
$70.1K - $86.8K
|
8.6K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-3.68K- 28.51% |
$81.9K - $101K
|
9.23K
$249K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.95K- 8.46% |
$87.9K - $109K
|
42.7K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.05K- 8.92% |
$90.1K - $112K
|
41.3K
$1.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-4.29K- 20.85% |
$95.5K - $118K
|
16.3K
$440K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4.59K- 12.29% |
$102K - $127K
|
32.8K
$884K
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-4.71K- 4.08% |
$105K - $130K
|
111K
$2.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.35K- 36.78% |
$119K - $147K
|
9.19K
$248K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-5.65K- 37.0% |
$126K - $156K
|
9.62K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.65K- 24.31% |
$126K - $156K
|
17.6K
$475K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.84K- 6.98% |
$130K - $161K
|
77.8K
$2.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-6.18K- 5.01% |
$138K - $170K
|
117K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-6.78K- 9.79% |
$151K - $187K
|
62.5K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.18K- 15.14% |
$160K - $198K
|
40.3K
$1.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.77K- 25.4% |
$173K - $214K
|
22.8K
$616K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-7.77K- 10.81% |
$173K - $214K
|
64.1K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.49K- 10.86% |
$189K - $234K
|
69.7K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.21K- 10.51% |
$205K - $254K
|
78.5K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.99K- 4.16% |
$222K - $275K
|
230K
$6.22M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-10.1K- 21.04% |
$224K - $277K
|
37.7K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.3K- 20.11% |
$251K - $310K
|
44.7K
$1.21M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-11.5K- 11.35% |
$256K - $317K
|
89.9K
$2.43M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-13.6K- 45.81% |
$303K - $375K
|
16.1K
$435K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15.2K- 26.54% |
$337K - $418K
|
41.9K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-15.5K- 22.53% |
$345K - $427K
|
53.2K
$1.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-16K- 16.25% |
$356K - $441K
|
82.5K
$2.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-19.8K- 40.49% |
$442K - $547K
|
29.2K
$787K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-20.9K- 16.92% |
$464K - $575K
|
102K
$2.77M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-22.8K- 8.88% |
$507K - $628K
|
234K
$6.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.9K- 3.52% |
$509K - $630K
|
627K
$16.9M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23.3K- 9.38% |
$519K - $643K
|
225K
$6.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-23.5KClosed |
$524K - $648K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-23.8K- 35.03% |
$530K - $656K
|
44.2K
$1.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-24.4K- 2.18% |
$544K - $673K
|
1.1M
$29.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-24.7K- 72.24% |
$550K - $682K
|
9.5K
$257K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.3K- 12.19% |
$563K - $697K
|
182K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-25.6K- 11.11% |
$571K - $707K
|
205K
$5.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27.6K- 14.48% |
$613K - $759K
|
163K
$4.39M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-27.8K- 16.14% |
$619K - $767K
|
145K
$3.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-28.1K- 17.46% |
$625K - $774K
|
133K
$3.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.1K- 2.05% |
$647K - $801K
|
1.39M
$37.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.6K- 13.24% |
$682K - $844K
|
201K
$5.42M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-31.2K- 45.19% |
$695K - $861K
|
37.9K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-32.8K- 81.0% |
$730K - $903K
|
7.69K
$208K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-36.1K- 9.11% |
$803K - $994K
|
360K
$9.72M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-36.2K- 6.59% |
$805K - $997K
|
513K
$13.8M
|