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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
205KNew |
$5.55M - $6.15M
|
205K
$5.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
84.3KNew |
$2.28M - $2.52M
|
84.3K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
77.8KNew |
$2.1M - $2.33M
|
77.8K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
50.4K+ 19.66% |
$1.36M - $1.51M
|
306K
$8.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
32.3K+ 16.39% |
$874K - $967K
|
230K
$6.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
28.1K+ 11.36% |
$760K - $842K
|
276K
$7.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.9K+ 34.36% |
$593K - $656K
|
85.7K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
21.6K+ 11.77% |
$584K - $646K
|
205K
$5.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
19.4KNew |
$523K - $579K
|
19.4K
$541K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.4K+ 13.14% |
$361K - $400K
|
115K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6K+ 23.09% |
$286K - $317K
|
56.5K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.85KNew |
$239K - $265K
|
8.85K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
8.24KNew |
$223K - $247K
|
8.24K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.23KNew |
$195K - $216K
|
7.23K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.2K+ 12.59% |
$140K - $155K
|
46.5K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.91K+ 8.4% |
$106K - $117K
|
50.5K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.05K+ 28.15% |
$82.4K - $91.2K
|
13.9K
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 5.8% |
$72.9K - $80.7K
|
49.2K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 4.47% |
$43.2K - $47.8K
|
37.3K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.37K+ 1.1% |
$37.1K - $41.1K
|
127K
$3.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.3K+ 2.41% |
$35K - $38.8K
|
55K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.06KNew |
$28.7K - $31.8K
|
1.06K
$29.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
540+ 2.58% |
$14.6K - $16.2K
|
21.5K
$600K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
517+ 2.35% |
$14K - $15.5K
|
22.5K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
500+ 4.98% |
$13.5K - $15K
|
10.6K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
442+ 2.28% |
$11.9K - $13.2K
|
19.8K
$553K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.46% |
$8.24K - $9.13K
|
66.9K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300New |
$8.11K - $8.98K
|
300
$8.38K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
206+ 20.0% |
$5.57K - $6.16K
|
1.24K
$34.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
140+ 0.1% |
$3.78K - $4.19K
|
135K
$3.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
117+ 0.2% |
$3.16K - $3.5K
|
57.4K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
114+ 0.61% |
$3.08K - $3.41K
|
18.9K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
73+ 0.27% |
$1.97K - $2.18K
|
27.1K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
48+ 0.12% |
$1.3K - $1.44K
|
39.7K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
37New |
$1K - $1.11K
|
37
$1.03K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.45% |
$162 - $180
|
420
$11.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5+ 1.28% |
$135 - $150
|
395
$11K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.0% |
$54.1 - $59.8
|
44.6K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-23- 0.26% |
$622 - $688
|
8.84K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-242- 2.25% |
$6.54K - $7.24K
|
10.5K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-303- 2.9% |
$8.19K - $9.07K
|
10.1K
$283K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-410- 17.01% |
$11.1K - $12.3K
|
2K
$55.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-471- 2.65% |
$12.7K - $14.1K
|
17.3K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-475- 86.36% |
$12.8K - $14.2K
|
75
$2.09K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-480- 1.31% |
$13K - $14.4K
|
36.2K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-565- 2.35% |
$15.3K - $16.9K
|
23.5K
$657K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-575- 0.87% |
$15.5K - $17.2K
|
65.5K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-771- 1.73% |
$20.8K - $23.1K
|
43.8K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-775- 12.17% |
$20.9K - $23.2K
|
5.59K
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-980- 8.32% |
$26.5K - $29.3K
|
10.8K
$301K
|