Purchases and Sales Made in Q2 2024 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17.5KClosed |
$472K - $527K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.6K- 3.26% |
$474K - $529K
|
522K
$14.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19.1K- 67.15% |
$515K - $575K
|
9.35K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-19.2K- 93.18% |
$517K - $577K
|
1.4K
$38.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19.3K- 4.88% |
$519K - $580K
|
376K
$10.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-19.3K- 36.43% |
$520K - $581K
|
33.7K
$923K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.8K- 10.85% |
$614K - $686K
|
187K
$5.13M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.6K- 4.78% |
$635K - $710K
|
470K
$12.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-29.3K- 60.7% |
$788K - $881K
|
18.9K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-30.5K- 27.4% |
$822K - $918K
|
80.8K
$2.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-33.8K- 3.2% |
$912K - $1.02M
|
1.02M
$28M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-34.7K- 38.37% |
$934K - $1.04M
|
55.7K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-37.5K- 50.66% |
$1.01M - $1.13M
|
36.6K
$1M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-41K- 42.77% |
$1.1M - $1.23M
|
54.8K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.6K- 8.41% |
$1.12M - $1.25M
|
453K
$12.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.5K- 32.08% |
$1.14M - $1.28M
|
90K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-43K- 41.81% |
$1.16M - $1.29M
|
59.8K
$1.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-48.9K- 15.89% |
$1.32M - $1.47M
|
259K
$7.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-50.4K- 8.27% |
$1.36M - $1.52M
|
559K
$15.3M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53.5K- 28.58% |
$1.44M - $1.61M
|
134K
$3.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-54.6K- 11.32% |
$1.47M - $1.64M
|
428K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.3K- 1.05% |
$1.89M - $2.12M
|
6.62M
$182M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.3K- 1.05% |
$1.89M - $2.12M
|
6.62M
$182M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-70.5K- 55.47% |
$1.9M - $2.12M
|
56.6K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-74.1K- 2.51% |
$2M - $2.23M
|
2.88M
$79M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-75K- 7.28% |
$2.02M - $2.26M
|
956K
$26.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-79.8K- 14.11% |
$2.15M - $2.4M
|
486K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-85.2K- 58.65% |
$2.29M - $2.56M
|
60K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-91.9K- 8.67% |
$2.48M - $2.77M
|
968K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-97.2K- 8.44% |
$2.62M - $2.93M
|
1.06M
$28.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-98.3K- 76.11% |
$2.65M - $2.96M
|
30.9K
$846K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-99.6K- 33.91% |
$2.68M - $3M
|
194K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-112K- 7.42% |
$3.02M - $3.37M
|
1.4M
$38.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-113K- 52.34% |
$3.04M - $3.39M
|
103K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-116K- 32.53% |
$3.13M - $3.49M
|
241K
$6.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-121K- 71.3% |
$3.27M - $3.65M
|
48.9K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134K- 3.56% |
$3.62M - $4.04M
|
3.64M
$99.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-157K- 58.88% |
$4.24M - $4.73M
|
110K
$3.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-160K- 40.0% |
$4.31M - $4.82M
|
240K
$6.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-198K- 8.25% |
$5.32M - $5.95M
|
2.2M
$60.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-205K- 11.09% |
$5.53M - $6.18M
|
1.65M
$45.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-495K- 61.09% |
$13.3M - $14.9M
|
315K
$8.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-625K- 97.29% |
$16.8M - $18.8M
|
17.4K
$477K
|