Purchases and Sales Made in Q1 2023 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-9.36K- 6.12% |
$248K - $276K
|
143K
$4.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.37K- 5.76% |
$249K - $276K
|
153K
$4.35M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.55K- 22.84% |
$253K - $282K
|
32.3K
$916K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.92K- 6.86% |
$263K - $293K
|
135K
$3.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-10.4K- 11.0% |
$275K - $306K
|
84K
$2.38M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-10.5K- 5.17% |
$277K - $308K
|
192K
$5.44M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10.5K- 5.37% |
$279K - $310K
|
185K
$5.25M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.1K- 14.14% |
$295K - $327K
|
67.4K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12.6K- 79.44% |
$334K - $371K
|
3.26K
$92.5K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13K- 12.06% |
$345K - $383K
|
94.7K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.2K- 6.66% |
$350K - $389K
|
185K
$5.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14.9K- 16.62% |
$396K - $441K
|
74.9K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.4K- 46.24% |
$463K - $515K
|
20.3K
$575K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.2K- 26.07% |
$482K - $536K
|
51.5K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20.4K- 94.02% |
$540K - $601K
|
1.29K
$36.7K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-21.8K- 2.12% |
$580K - $644K
|
1.01M
$28.6M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.1K- 1.87% |
$587K - $652K
|
1.16M
$32.9M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-30.1K- 79.81% |
$798K - $887K
|
7.61K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-42.2K- 17.13% |
$1.12M - $1.25M
|
204K
$5.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-46.3K- 45.62% |
$1.23M - $1.37M
|
55.2K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-49K- 3.68% |
$1.3M - $1.45M
|
1.28M
$36.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-77.6K- 32.26% |
$2.06M - $2.29M
|
163K
$4.62M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-136K- 17.69% |
$3.6M - $4.01M
|
632K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-197K- 12.24% |
$5.23M - $5.82M
|
1.41M
$40.1M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-847K- 88.36% |
$22.5M - $25M
|
112K
$3.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-1.88M- 91.24% |
$49.9M - $55.5M
|
181K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.97M- 100.0% |
$52.3M - $58.1M
|
12
$340
|