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 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-245K- 96.43% |
$5.99M - $6.89M
|
9.08K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-265K- 32.07% |
$6.49M - $7.46M
|
562K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-276K- 33.09% |
$6.76M - $7.78M
|
559K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-306K- 7.04% |
$7.49M - $8.62M
|
4.05M
$114M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-332K- 83.25% |
$8.12M - $9.34M
|
66.8K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-398K- 84.77% |
$9.74M - $11.2M
|
71.5K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-496K- 19.53% |
$12.1M - $13.9M
|
2.04M
$57.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-758K- 10.06% |
$18.5M - $21.3M
|
6.78M
$191M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.22M- 15.44% |
$54.3M - $62.5M
|
12.2M
$343M
|