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
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 8.63% |
$30.2K - $33.5K
|
11.8K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.18K- 7.01% |
$31.8K - $35.2K
|
15.6K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.19K- 1.91% |
$32.1K - $35.6K
|
61.2K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.21K- 2.8% |
$32.7K - $36.2K
|
42K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.25K- 6.39% |
$33.8K - $37.4K
|
18.3K
$536K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.28K- 4.0% |
$34.6K - $38.3K
|
30.8K
$900K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.3K- 99.69% |
$35.2K - $38.9K
|
4
$117
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 13.66% |
$37K - $40.9K
|
8.64K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.39K- 2.31% |
$37.5K - $41.6K
|
58.8K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.41K- 20.56% |
$38K - $42K
|
5.43K
$159K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 13.06% |
$44.9K - $49.7K
|
11.1K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.69K- 2.32% |
$45.7K - $50.6K
|
71.2K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.7K- 8.13% |
$46K - $50.9K
|
19.2K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.87K- 3.3% |
$50.7K - $56.1K
|
55K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.9K- 1.18% |
$51.3K - $56.8K
|
159K
$4.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.97K- 35.04% |
$53.4K - $59.1K
|
3.66K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2K- 20.06% |
$53.9K - $59.7K
|
7.95K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.01K- 12.16% |
$54.2K - $60K
|
14.5K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.02K- 2.46% |
$54.5K - $60.4K
|
80K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.04K- 6.76% |
$55K - $60.9K
|
28.1K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.18K- 19.97% |
$58.8K - $65.1K
|
8.72K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.18K- 11.86% |
$58.8K - $65.1K
|
16.2K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.22K- 8.27% |
$59.9K - $66.3K
|
24.6K
$720K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.24K- 15.79% |
$60.7K - $67.1K
|
12K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.35K- 7.26% |
$63.5K - $70.3K
|
30K
$878K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.36K- 1.96% |
$63.7K - $70.5K
|
118K
$3.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.41K- 3.21% |
$65.2K - $72.2K
|
72.8K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.44K- 7.8% |
$66K - $73K
|
28.9K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.56K- 3.77% |
$69.3K - $76.7K
|
65.4K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.66K- 8.95% |
$72K - $79.7K
|
27.1K
$793K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.69K- 6.53% |
$72.6K - $80.4K
|
38.4K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.74K- 20.32% |
$74K - $81.9K
|
10.7K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.78K- 12.01% |
$75.2K - $83.3K
|
20.4K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.85K- 23.58% |
$77K - $85.2K
|
9.23K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.86K- 0.58% |
$77.4K - $85.7K
|
489K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.97K- 4.79% |
$80.3K - $88.9K
|
59K
$1.73M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-3.28K- 22.95% |
$88.6K - $98.1K
|
11K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.3K- 12.11% |
$89.2K - $98.7K
|
23.9K
$700K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.48K- 4.42% |
$93.9K - $104K
|
75.1K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.48K- 0.52% |
$94.2K - $104K
|
672K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.55K- 29.08% |
$95.8K - $106K
|
8.65K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.6K- 32.55% |
$97.3K - $108K
|
7.46K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.72K- 11.3% |
$100K - $111K
|
29.2K
$854K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.8K- 18.03% |
$103K - $114K
|
17.3K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.95K- 36.3% |
$107K - $118K
|
6.94K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-4.26K- 11.84% |
$115K - $127K
|
31.7K
$927K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.27K- 27.0% |
$115K - $128K
|
11.5K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.35K- 25.41% |
$118K - $130K
|
12.8K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.38K- 16.88% |
$118K - $131K
|
21.5K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.4K- 17.77% |
$119K - $132K
|
20.4K
$596K
|