Purchases and Sales Made in Q4 2023 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 2023. 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 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
599K+ 197.86% |
$14.6M - $16.8M
|
901K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
313K+ 21.63% |
$7.66M - $8.81M
|
1.76M
$47.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
305K+ 6.61% |
$7.46M - $8.58M
|
4.92M
$134M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
254KNew |
$6.22M - $7.15M
|
254K
$6.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
226K+ 285.43% |
$5.52M - $6.35M
|
305K
$8.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
225K+ 106926.67% |
$5.49M - $6.32M
|
225K
$6.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
203K+ 492.12% |
$4.97M - $5.71M
|
244K
$6.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
155K+ 52.62% |
$3.8M - $4.37M
|
451K
$12.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 2.3% |
$3.73M - $4.29M
|
6.78M
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
152KNew |
$3.71M - $4.27M
|
152K
$4.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
129KNew |
$3.17M - $3.64M
|
129K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
97.2KNew |
$2.38M - $2.73M
|
97.2K
$2.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
89.2KNew |
$2.18M - $2.51M
|
89.2K
$2.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
83.3K+ 141.24% |
$2.04M - $2.34M
|
142K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
74KNew |
$1.81M - $2.08M
|
74K
$2.01M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
70.7KNew |
$1.73M - $1.99M
|
70.7K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
66.8KNew |
$1.63M - $1.88M
|
66.8K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
66.1K+ 15.07% |
$1.62M - $1.86M
|
505K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
56.6K+ 9.75% |
$1.38M - $1.59M
|
637K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
53.8K+ 5.14% |
$1.32M - $1.51M
|
1.1M
$29.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52.3K+ 12.91% |
$1.28M - $1.47M
|
457K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
45.9K+ 9.75% |
$1.12M - $1.29M
|
516K
$14M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
40.2K+ 17.26% |
$984K - $1.13M
|
273K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.8K+ 1.9% |
$802K - $922K
|
1.76M
$47.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.3K+ 7.11% |
$765K - $880K
|
471K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.8K+ 53.38% |
$753K - $866K
|
88.4K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
30.5K+ 6.19% |
$747K - $859K
|
524K
$14.2M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29.3KNew |
$716K - $823K
|
29.3K
$795K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
25.1KNew |
$615K - $707K
|
25.1K
$683K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
24.3KNew |
$595K - $684K
|
24.3K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.8K+ 44.34% |
$581K - $668K
|
77.3K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.1KNew |
$492K - $566K
|
20.1K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.8K+ 22.56% |
$484K - $556K
|
107K
$2.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
19.6K+ 19.29% |
$480K - $551K
|
121K
$3.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19.3KNew |
$471K - $542K
|
19.3K
$523K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
18.7KNew |
$459K - $527K
|
18.7K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
18.4KNew |
$450K - $518K
|
18.4K
$500K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
16.9K+ 4.86% |
$414K - $476K
|
366K
$9.93M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
16.6KNew |
$406K - $467K
|
16.6K
$451K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
16.3KNew |
$399K - $458K
|
16.3K
$442K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.2K+ 2.56% |
$397K - $457K
|
651K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
15.8KNew |
$386K - $444K
|
15.8K
$429K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
15.6KNew |
$382K - $439K
|
15.6K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.2K+ 13.7% |
$346K - $398K
|
117K
$3.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
13.6KNew |
$334K - $384K
|
13.6K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.5K+ 7.84% |
$330K - $380K
|
186K
$5.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
12.9K+ 46.81% |
$315K - $362K
|
40.3K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.7K+ 6.27% |
$311K - $357K
|
215K
$5.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
12.6KNew |
$307K - $353K
|
12.6K
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
12.3KNew |
$301K - $346K
|
12.3K
$334K
|