Purchases and Sales Made in Q1 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
2.78K+ 29.1% |
$83.3K - $92.6K
|
12.3K
$349K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.76K+ 10.63% |
$82.9K - $92.1K
|
28.8K
$815K
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.76KNew |
$82.8K - $92K
|
2.76K
$78.1K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.74K+ 130.6% |
$82.1K - $91.2K
|
4.83K
$137K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.64K+ 11.36% |
$79.1K - $87.9K
|
25.8K
$731K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.64K+ 11.36% |
$79.1K - $87.9K
|
25.8K
$731K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.6K+ 0.79% |
$78K - $86.7K
|
330K
$9.34M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 0.49% |
$70.5K - $78.4K
|
478K
$13.5M
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.35K+ 3.85% |
$70.5K - $78.3K
|
63.5K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
2.35K+ 11.36% |
$70.4K - $78.3K
|
23K
$652K
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.3K+ 16.38% |
$69.1K - $76.8K
|
16.4K
$464K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.26K+ 3.55% |
$67.7K - $75.3K
|
65.9K
$1.86M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.26K+ 32.94% |
$67.7K - $75.3K
|
9.11K
$258K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.21K+ 24.32% |
$66.1K - $73.5K
|
11.3K
$319K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
2.17K+ 10.58% |
$65.1K - $72.4K
|
22.7K
$643K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2.09K+ 19.37% |
$62.6K - $69.5K
|
12.9K
$364K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.99K+ 7.4% |
$59.7K - $66.3K
|
28.9K
$817K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.88KNew |
$56.4K - $62.7K
|
1.88K
$53.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.86K+ 7.72% |
$55.8K - $62K
|
26K
$735K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.84K+ 3.62% |
$55.2K - $61.4K
|
52.8K
$1.49M
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.79K+ 7.15% |
$53.6K - $59.6K
|
26.8K
$758K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.78K+ 81.32% |
$53.4K - $59.3K
|
3.97K
$112K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.71K+ 2.31% |
$51.2K - $56.9K
|
75.6K
$2.14M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67K+ 10.62% |
$50.1K - $55.7K
|
17.4K
$492K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.67K+ 12.38% |
$50K - $55.5K
|
15.1K
$428K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.66K+ 13.75% |
$49.8K - $55.4K
|
13.8K
$389K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.65K+ 9.36% |
$49.3K - $54.8K
|
19.2K
$544K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
1.64K+ 2.38% |
$49.3K - $54.8K
|
70.8K
$2M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.61KNew |
$48.4K - $53.8K
|
1.61K
$45.7K
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.5K+ 17.44% |
$45K - $50K
|
10.1K
$286K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.39K+ 13.56% |
$41.7K - $46.3K
|
11.6K
$329K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.32K+ 2.86% |
$39.7K - $44.1K
|
47.6K
$1.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
1.3K+ 8.66% |
$39K - $43.3K
|
16.3K
$462K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.27K+ 6.03% |
$37.9K - $42.2K
|
22.3K
$630K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.26K+ 9.81% |
$37.9K - $42.1K
|
14.1K
$400K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.25K+ 5.27% |
$37.5K - $41.7K
|
25K
$708K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.21K+ 19.84% |
$36.3K - $40.3K
|
7.31K
$207K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.17K+ 19.64% |
$35.2K - $39.1K
|
7.15K
$202K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 5.28% |
$34.7K - $38.5K
|
23K
$652K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15KNew |
$34.5K - $38.3K
|
1.15K
$32.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 3.34% |
$34.3K - $38.1K
|
35.4K
$1M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 5.91% |
$33.8K - $37.6K
|
20.2K
$573K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.11K+ 7.73% |
$33.3K - $37K
|
15.5K
$439K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.05K+ 151.08% |
$31.4K - $34.9K
|
1.74K
$49.3K
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
962+ 1.1% |
$28.9K - $32.1K
|
88.5K
$2.5M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
953+ 1.35% |
$28.6K - $31.8K
|
71.3K
$2.02M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
923+ 12.95% |
$27.7K - $30.8K
|
8.05K
$228K
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
829+ 11.47% |
$24.9K - $27.6K
|
8.06K
$228K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
761+ 43.76% |
$22.8K - $25.4K
|
2.5K
$70.8K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
758+ 23.64% |
$22.7K - $25.3K
|
3.96K
$112K
|