Purchases and Sales Made in Q4 2024 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.21MNew |
$32.8M - $36.3M
|
1.21M
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
421KNew |
$11.4M - $12.6M
|
421K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
387K+ 17.69% |
$10.5M - $11.6M
|
2.57M
$75.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
373K+ 265.13% |
$10.1M - $11.2M
|
513K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
205KNew |
$5.55M - $6.15M
|
205K
$6.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
173KNew |
$4.67M - $5.17M
|
173K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
161K+ 6.77% |
$4.35M - $4.82M
|
2.54M
$74.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
158KNew |
$4.28M - $4.74M
|
158K
$4.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
143KNew |
$3.86M - $4.28M
|
143K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
89.1KNew |
$2.41M - $2.67M
|
89.1K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
88.9K+ 2.36% |
$2.4M - $2.66M
|
3.85M
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
87.1KNew |
$2.35M - $2.61M
|
87.1K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
84.3KNew |
$2.28M - $2.52M
|
84.3K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
82.1KNew |
$2.22M - $2.46M
|
82.1K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80.7K+ 8.88% |
$2.18M - $2.42M
|
990K
$29M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
77.8KNew |
$2.1M - $2.33M
|
77.8K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.4K+ 12.23% |
$1.8M - $1.99M
|
609K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
65.1K+ 727.58% |
$1.76M - $1.95M
|
74K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55K+ 8.35% |
$1.49M - $1.65M
|
713K
$20.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
50.4K+ 19.66% |
$1.36M - $1.51M
|
306K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.4K+ 345.84% |
$1.23M - $1.36M
|
58.5K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
44.8K+ 1.68% |
$1.21M - $1.34M
|
2.71M
$79.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
44.3K+ 28.33% |
$1.2M - $1.33M
|
201K
$5.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.3K+ 4.83% |
$1.2M - $1.32M
|
961K
$28.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
41.8KNew |
$1.13M - $1.25M
|
41.8K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
39.5K+ 3.35% |
$1.07M - $1.18M
|
1.22M
$35.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37.7K+ 10.65% |
$1.02M - $1.13M
|
392K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.6K+ 82.82% |
$1.02M - $1.12M
|
83K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.7K+ 53.65% |
$992K - $1.1M
|
105K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
35.9KNew |
$970K - $1.07M
|
35.9K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
32.5KNew |
$877K - $971K
|
32.5K
$950K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
32.3K+ 16.39% |
$874K - $967K
|
230K
$6.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.3K+ 7.02% |
$845K - $936K
|
477K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
31KNew |
$837K - $927K
|
31K
$906K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
30.9K+ 60.08% |
$835K - $924K
|
82.3K
$2.41M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
30.8KNew |
$832K - $921K
|
30.8K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
29.7K+ 2.47% |
$803K - $889K
|
1.23M
$36M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
29.4K+ 7.3% |
$794K - $879K
|
432K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.9KNew |
$781K - $864K
|
28.9K
$845K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
28.1K+ 11.36% |
$760K - $842K
|
276K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28K+ 61.53% |
$757K - $838K
|
73.6K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
27.5K+ 56.24% |
$742K - $822K
|
76.3K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
26.3K+ 27.85% |
$710K - $786K
|
121K
$3.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
24.3K+ 10.78% |
$656K - $726K
|
249K
$7.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.1K+ 22.67% |
$625K - $692K
|
125K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
22.2K+ 41.3% |
$599K - $663K
|
75.8K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22KNew |
$593K - $657K
|
22K
$642K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.9K+ 34.36% |
$593K - $656K
|
85.7K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
21.6K+ 11.77% |
$584K - $646K
|
205K
$6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.9K+ 5.47% |
$564K - $625K
|
403K
$11.8M
|