Purchases and Sales Made in Q2 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.5K+ 7.11% |
$764K - $911K
|
429K
$12.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
25.7K+ 17.31% |
$689K - $822K
|
174K
$5.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
23.6K+ 36.9% |
$634K - $756K
|
87.6K
$2.52M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
23.5K+ 66.42% |
$631K - $753K
|
58.9K
$1.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
23K+ 46.83% |
$617K - $736K
|
72.1K
$2.07M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
23K+ 32.66% |
$617K - $735K
|
93.3K
$2.68M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.9KNew |
$616K - $734K
|
22.9K
$660K
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
22.1K+ 29.6% |
$593K - $707K
|
96.8K
$2.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
21.7K+ 306.25% |
$583K - $695K
|
28.8K
$829K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.7K+ 15.47% |
$582K - $694K
|
162K
$4.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20.8K+ 4.07% |
$557K - $664K
|
531K
$15.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
19.8K+ 8.99% |
$532K - $634K
|
240K
$6.91M
|
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
19.6KNew |
$527K - $628K
|
19.6K
$565K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.5K+ 18.77% |
$523K - $624K
|
123K
$3.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.4K+ 126.32% |
$520K - $619K
|
34.7K
$998K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
19.3KNew |
$518K - $617K
|
19.3K
$555K
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
19.2KNew |
$516K - $615K
|
19.2K
$553K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
19.2K+ 70.72% |
$515K - $614K
|
46.3K
$1.33M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.1K+ 31.19% |
$514K - $612K
|
80.5K
$2.32M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
19K+ 137.98% |
$510K - $609K
|
32.8K
$944K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18.7K+ 995.96% |
$503K - $600K
|
20.6K
$593K
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
18.7KNew |
$502K - $598K
|
18.7K
$538K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18K+ 98.16% |
$483K - $575K
|
36.3K
$1.04M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17.6KNew |
$473K - $564K
|
17.6K
$507K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
17.1K+ 19.01% |
$459K - $547K
|
107K
$3.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
15.7K+ 14.87% |
$423K - $504K
|
122K
$3.5M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15.6K+ 4.95% |
$419K - $500K
|
331K
$9.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
15.5K+ 5.26% |
$415K - $495K
|
309K
$8.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
15.3KNew |
$411K - $490K
|
15.3K
$441K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14.6KNew |
$392K - $468K
|
14.6K
$420K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
14.1KNew |
$380K - $453K
|
14.1K
$407K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.4K+ 71.3% |
$359K - $428K
|
32.2K
$925K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.2K+ 13.16% |
$355K - $423K
|
114K
$3.27M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13K+ 3.82% |
$350K - $417K
|
354K
$10.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12.8K+ 192.07% |
$343K - $408K
|
19.4K
$558K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
12.5KNew |
$335K - $399K
|
12.5K
$359K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
11.7K+ 161.88% |
$314K - $374K
|
18.9K
$545K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
11.7KNew |
$313K - $374K
|
11.7K
$336K
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11.6KNew |
$312K - $372K
|
11.6K
$334K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
10.3K+ 89.03% |
$276K - $329K
|
21.8K
$628K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.85K+ 109.86% |
$264K - $315K
|
18.8K
$542K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.76K+ 6.41% |
$262K - $312K
|
162K
$4.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.75K+ 5.43% |
$262K - $312K
|
190K
$5.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.52K+ 90.63% |
$256K - $305K
|
20K
$576K
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
9.51KNew |
$255K - $304K
|
9.51K
$273K
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.25K+ 2.82% |
$248K - $296K
|
337K
$9.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
9.18KNew |
$246K - $294K
|
9.18K
$264K
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
9K+ 13.46% |
$241K - $288K
|
75.9K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.96KNew |
$240K - $287K
|
8.96K
$258K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.87K+ 2.7% |
$238K - $284K
|
337K
$9.71M
|