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 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-13.2K- 63.86% |
$323K - $372K
|
7.48K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.6K- 53.7% |
$333K - $383K
|
11.7K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.8K- 5.54% |
$339K - $389K
|
236K
$6.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15K- 2.15% |
$366K - $421K
|
681K
$19.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-15.2K- 17.16% |
$372K - $427K
|
73.3K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-16K- 12.7% |
$390K - $449K
|
110K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16K- 26.53% |
$392K - $451K
|
44.4K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-16.5K- 88.89% |
$403K - $464K
|
2.06K
$58.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16.7K- 13.41% |
$408K - $469K
|
108K
$3.03M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 20.07% |
$411K - $473K
|
66.9K
$1.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-18.6K- 10.27% |
$456K - $524K
|
163K
$4.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-18.9K- 10.39% |
$462K - $531K
|
163K
$4.59M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-20.3K- 7.3% |
$496K - $571K
|
258K
$7.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-23.3K- 9.71% |
$569K - $654K
|
216K
$6.09M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-25.8K- 49.4% |
$631K - $725K
|
26.4K
$744K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-26.2K- 6.0% |
$641K - $738K
|
410K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28K- 32.13% |
$684K - $786K
|
59K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-29.4K- 76.81% |
$720K - $828K
|
8.88K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-30.9K- 21.51% |
$756K - $870K
|
113K
$3.18M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-32.1K- 15.21% |
$785K - $903K
|
179K
$5.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-32.1K- 39.11% |
$785K - $903K
|
50K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.3K- 39.55% |
$790K - $908K
|
49.3K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-32.6K- 3.28% |
$798K - $917K
|
963K
$27.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-32.9K- 10.04% |
$805K - $925K
|
295K
$8.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-36K- 15.72% |
$881K - $1.01M
|
193K
$5.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36.8K- 69.94% |
$899K - $1.03M
|
15.8K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-37K- 9.96% |
$905K - $1.04M
|
335K
$9.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-37.4K- 56.29% |
$915K - $1.05M
|
29K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-42.6K- 5.16% |
$1.04M - $1.2M
|
784K
$22.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-44.3K- 13.21% |
$1.08M - $1.25M
|
291K
$8.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46.2K- 27.97% |
$1.13M - $1.3M
|
119K
$3.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-48.9K- 54.95% |
$1.2M - $1.38M
|
40.1K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-57K- 4.91% |
$1.39M - $1.6M
|
1.1M
$31.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-59.2K- 40.64% |
$1.45M - $1.67M
|
86.5K
$2.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-60.4K- 74.73% |
$1.48M - $1.7M
|
20.4K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-61.1K- 14.38% |
$1.49M - $1.72M
|
364K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-74.5K- 2.98% |
$1.82M - $2.1M
|
2.43M
$68.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-75K- 87.64% |
$1.83M - $2.11M
|
10.6K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-76.6K- 33.35% |
$1.87M - $2.15M
|
153K
$4.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-88K- 9.91% |
$2.15M - $2.48M
|
800K
$22.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-92.8K- 80.55% |
$2.27M - $2.61M
|
22.4K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-114K- 55.02% |
$2.79M - $3.2M
|
93.1K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-126K- 16.32% |
$3.08M - $3.54M
|
646K
$18.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-130K- 52.85% |
$3.18M - $3.66M
|
116K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-170K- 10.27% |
$4.16M - $4.78M
|
1.49M
$41.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-172K- 13.01% |
$4.2M - $4.84M
|
1.15M
$32.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-183K- 75.07% |
$4.48M - $5.16M
|
60.9K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-185K- 87.48% |
$4.53M - $5.21M
|
26.5K
$746K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-231K- 7.47% |
$5.64M - $6.49M
|
2.86M
$80.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-241K- 32.5% |
$5.89M - $6.78M
|
501K
$14.1M
|