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 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.12K- 7.7% |
$30.1K - $33.4K
|
13.4K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 8.63% |
$30.2K - $33.5K
|
11.8K
$330K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.28K- 4.0% |
$34.6K - $38.3K
|
30.8K
$859K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2K- 20.06% |
$53.9K - $59.7K
|
7.95K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.18K- 19.97% |
$58.8K - $65.1K
|
8.72K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.66K- 8.95% |
$72K - $79.7K
|
27.1K
$757K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-3.28K- 22.95% |
$88.6K - $98.1K
|
11K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.48K- 0.52% |
$94.2K - $104K
|
672K
$18.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.6K- 32.55% |
$97.3K - $108K
|
7.46K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.72K- 11.3% |
$100K - $111K
|
29.2K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.27K- 27.0% |
$115K - $128K
|
11.5K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.4K- 17.77% |
$119K - $132K
|
20.4K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.12K- 9.87% |
$139K - $153K
|
46.8K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.16K- 15.94% |
$139K - $154K
|
27.2K
$760K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.61K- 17.21% |
$206K - $228K
|
36.6K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-7.67K- 28.55% |
$207K - $230K
|
19.2K
$536K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7.74K- 2.14% |
$209K - $232K
|
354K
$9.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.41K- 3.1% |
$227K - $252K
|
263K
$7.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.4K- 2.63% |
$335K - $371K
|
458K
$12.8M
|