Purchases and Sales Made in Q3 2024 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
19.2K+ 89.24% |
$406K - $427K
|
40.8K
$875K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
19K+ 27.75% |
$402K - $423K
|
87.6K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
18.2K+ 8.25% |
$384K - $405K
|
239K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.8K+ 2.55% |
$376K - $396K
|
715K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
17.6K+ 91.48% |
$372K - $392K
|
36.9K
$792K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.6K+ 58.62% |
$349K - $368K
|
44.8K
$962K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4K+ 5.28% |
$347K - $365K
|
328K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.3KNew |
$345K - $363K
|
16.3K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 35.94% |
$325K - $343K
|
58.3K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 2128.57% |
$315K - $331K
|
15.6K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
14.5K+ 106.5% |
$306K - $323K
|
28.1K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
14.1K+ 2.38% |
$299K - $315K
|
608K
$13.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.9K+ 50.59% |
$292K - $308K
|
41.2K
$886K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
13.6K+ 12.4% |
$287K - $302K
|
123K
$2.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.4K+ 45.76% |
$262K - $276K
|
39.5K
$848K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
12.1K+ 24.32% |
$256K - $270K
|
62.1K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.6KNew |
$245K - $258K
|
11.6K
$249K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.3K+ 15.03% |
$238K - $251K
|
86.3K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.9KNew |
$230K - $243K
|
10.9K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
10.6KNew |
$224K - $237K
|
10.6K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 10.23% |
$223K - $235K
|
114K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10.6KNew |
$223K - $235K
|
10.6K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
10.5KNew |
$221K - $233K
|
10.5K
$225K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 6.78% |
$221K - $233K
|
165K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$217K - $229K
|
10.3K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
9.76KNew |
$206K - $217K
|
9.76K
$210K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
9.7K+ 5.27% |
$205K - $216K
|
194K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9.7KNew |
$205K - $216K
|
9.7K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.44K+ 22.22% |
$199K - $210K
|
51.9K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.09K+ 16.19% |
$192K - $202K
|
65.2K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.52K+ 1.34% |
$180K - $189K
|
645K
$13.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.17K+ 4.42% |
$172K - $182K
|
193K
$4.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.11K+ 11.39% |
$171K - $180K
|
79.3K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.46K+ 5.77% |
$157K - $166K
|
137K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.65K+ 28.06% |
$140K - $148K
|
30.4K
$652K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.64K+ 42.57% |
$140K - $148K
|
22.2K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.63K+ 261.0% |
$140K - $147K
|
9.17K
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
6.07K+ 15.5% |
$128K - $135K
|
45.2K
$971K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.85K+ 18.31% |
$124K - $130K
|
37.8K
$813K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.73KNew |
$121K - $128K
|
5.73K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.71K+ 8.98% |
$121K - $127K
|
69.3K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.62K+ 5.93% |
$119K - $125K
|
100K
$2.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.31K+ 11.49% |
$112K - $118K
|
51.5K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.3K+ 2.17% |
$112K - $118K
|
250K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.26K+ 37.38% |
$111K - $117K
|
19.3K
$415K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.21K+ 27.72% |
$110K - $116K
|
24K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.04K+ 7.01% |
$106K - $112K
|
76.8K
$1.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.75K+ 25.32% |
$100K - $106K
|
23.5K
$505K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.75K+ 5.68% |
$100K - $106K
|
88.2K
$1.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.57KNew |
$96.4K - $102K
|
4.57K
$98.1K
|