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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-589- 6.38% |
$14.4K - $16.6K
|
8.64K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-590- 3.54% |
$14.4K - $16.6K
|
16.1K
$453K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-640- 1.92% |
$15.7K - $18K
|
32.7K
$920K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-644- 4.21% |
$15.8K - $18.1K
|
14.7K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-649- 50.15% |
$15.9K - $18.3K
|
645
$18.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-657- 8.19% |
$16.1K - $18.5K
|
7.37K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-678- 1.5% |
$16.6K - $19.1K
|
44.6K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-712- 29.83% |
$17.4K - $20K
|
1.68K
$47.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-731- 5.13% |
$17.9K - $20.6K
|
13.5K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-769- 6.02% |
$18.8K - $21.6K
|
12K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-769- 2.98% |
$18.8K - $21.6K
|
25.1K
$706K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-788- 3.68% |
$19.3K - $22.2K
|
20.6K
$582K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-831- 21.37% |
$20.3K - $23.4K
|
3.06K
$86.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-849- 0.73% |
$20.8K - $23.9K
|
115K
$3.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-948- 7.23% |
$23.2K - $26.7K
|
12.2K
$343K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-950- 4.39% |
$23.2K - $26.7K
|
20.7K
$583K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-958- 22.09% |
$23.4K - $26.9K
|
3.38K
$95.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.01K- 1.56% |
$24.6K - $28.3K
|
63.5K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.01K- 6.05% |
$24.7K - $28.4K
|
15.7K
$442K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.17K- 1.95% |
$28.7K - $33K
|
58.9K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.22K- 6.85% |
$29.8K - $34.3K
|
16.6K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.23K- 13.15% |
$30.2K - $34.7K
|
8.15K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.26K- 9.4% |
$30.8K - $35.4K
|
12.1K
$342K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.26K- 11.03% |
$30.9K - $35.6K
|
10.2K
$287K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-1.29K- 3.48% |
$31.6K - $36.3K
|
35.8K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.36K- 1.34% |
$33.2K - $38.1K
|
100K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.38K- 13.25% |
$33.7K - $38.7K
|
9.01K
$254K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 6.0% |
$34K - $39K
|
21.7K
$612K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.41K- 1.92% |
$34.4K - $39.6K
|
71.9K
$2.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.5K- 6.42% |
$36.6K - $42.1K
|
21.8K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.5K- 17.44% |
$36.7K - $42.2K
|
7.1K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 0.92% |
$37.8K - $43.5K
|
167K
$4.72M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-1.56K- 9.12% |
$38.2K - $43.9K
|
15.5K
$438K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 25.56% |
$40.4K - $46.4K
|
4.81K
$135K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.66K- 3.49% |
$40.7K - $46.8K
|
46K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.82K- 16.88% |
$44.4K - $51.1K
|
8.94K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.92K- 5.75% |
$47K - $54K
|
31.5K
$888K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.96K- 15.39% |
$47.8K - $55K
|
10.8K
$303K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.05K- 8.07% |
$50.1K - $57.6K
|
23.3K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.18K- 3.89% |
$53.4K - $61.4K
|
54K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.22K- 5.62% |
$54.4K - $62.5K
|
37.3K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.36K- 18.01% |
$57.7K - $66.4K
|
10.7K
$302K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.4K- 3.71% |
$58.8K - $67.6K
|
62.4K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.55K- 7.14% |
$62.4K - $71.8K
|
33.2K
$934K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.7K- 7.21% |
$66K - $76K
|
34.8K
$979K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.72K- 0.82% |
$66.6K - $76.6K
|
331K
$9.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.81K- 27.69% |
$68.8K - $79.1K
|
7.35K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.97K- 8.94% |
$72.6K - $83.5K
|
30.2K
$852K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.35K- 13.03% |
$82K - $94.3K
|
22.4K
$630K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.46K- 9.31% |
$84.7K - $97.4K
|
33.7K
$949K
|