Purchases and Sales Made in Q4 2023 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q4 2023. 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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$19.9K - $21.7K
|
1K
$21.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
978New |
$19.4K - $21.2K
|
978
$20.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
873+ 6.75% |
$17.3K - $19K
|
13.8K
$294K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
850New |
$16.9K - $18.5K
|
850
$18.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
562+ 0.21% |
$11.2K - $12.2K
|
267K
$5.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 1.57% |
$1.43K - $1.56K
|
4.67K
$99.5K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40+ 0.29% |
$794 - $869
|
13.8K
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40+ 0.29% |
$794 - $869
|
13.8K
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-186- 1.55% |
$3.69K - $4.04K
|
11.8K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-494- 1.67% |
$9.81K - $10.7K
|
29.1K
$619K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.58K- 3.67% |
$31.3K - $34.3K
|
41.4K
$882K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.69K- 2.96% |
$33.5K - $36.6K
|
55.4K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.71K- 5.45% |
$73.7K - $80.6K
|
64.4K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.37K- 2.53% |
$86.7K - $94.8K
|
168K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.31K- 0.59% |
$145K - $159K
|
1.24M
$26.4M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.78K- 13.62% |
$194K - $212K
|
62K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.1K- 7.86% |
$200K - $218K
|
118K
$2.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12.7K- 17.62% |
$252K - $276K
|
59.4K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-15.1K- 44.39% |
$300K - $328K
|
18.9K
$403K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-27.9K- 16.54% |
$553K - $605K
|
141K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.2K- 57.18% |
$580K - $634K
|
21.9K
$466K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-59.9K- 18.6% |
$1.19M - $1.3M
|
262K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-183K- 30.73% |
$3.63M - $3.97M
|
412K
$8.79M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-268K- 16.13% |
$5.32M - $5.83M
|
1.39M
$29.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-283K- 96.15% |
$5.61M - $6.14M
|
11.3K
$241K
|