Purchases and Sales Made in Q3 2024 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
387+ 0.69% |
$10.7K - $11.9K
|
56.9K
$1.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
360+ 3.73% |
$9.94K - $11K
|
10K
$283K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
293+ 1.52% |
$8.09K - $8.98K
|
19.5K
$552K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
284New |
$7.84K - $8.7K
|
284
$8.04K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
233+ 0.98% |
$6.44K - $7.14K
|
24.1K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
232+ 1.9% |
$6.41K - $7.11K
|
12.4K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
230+ 0.51% |
$6.35K - $7.05K
|
44.9K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
201+ 1.05% |
$5.55K - $6.16K
|
19.4K
$548K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
200+ 9.64% |
$5.52K - $6.13K
|
2.28K
$64.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
198+ 0.74% |
$5.47K - $6.07K
|
26.9K
$761K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
192+ 1.01% |
$5.3K - $5.88K
|
19.3K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
191+ 1.33% |
$5.28K - $5.85K
|
14.5K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
181+ 1.03% |
$5K - $5.55K
|
17.8K
$503K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.16% |
$3.84K - $4.26K
|
12.1K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
130+ 0.7% |
$3.59K - $3.98K
|
18.8K
$533K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
122+ 15.44% |
$3.37K - $3.74K
|
912
$25.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
113+ 1.22% |
$3.12K - $3.46K
|
9.38K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
101+ 1.28% |
$2.79K - $3.09K
|
8K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
100+ 0.83% |
$2.76K - $3.06K
|
12.1K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
92+ 0.99% |
$2.54K - $2.82K
|
9.39K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
88+ 0.36% |
$2.43K - $2.7K
|
24.3K
$688K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
65+ 0.31% |
$1.8K - $1.99K
|
20.9K
$593K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
63+ 0.42% |
$1.74K - $1.93K
|
15K
$423K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 0.85% |
$1.38K - $1.53K
|
5.96K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
44+ 1.28% |
$1.22K - $1.35K
|
3.49K
$98.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
41+ 0.05% |
$1.13K - $1.26K
|
88.8K
$2.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40+ 0.36% |
$1.1K - $1.23K
|
11.2K
$316K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
34+ 0.23% |
$939 - $1.04K
|
15.1K
$429K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.82% |
$746 - $827
|
3.34K
$94.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.02% |
$718 - $797
|
117K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26+ 185.71% |
$718 - $797
|
40
$1.13K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 0.21% |
$718 - $797
|
12.5K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.44% |
$470 - $521
|
1.2K
$34K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 0.25% |
$442 - $490
|
6.37K
$180K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
14+ 0.03% |
$387 - $429
|
54K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
14New |
$387 - $429
|
14
$396
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.36% |
$359 - $398
|
966
$27.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 110.0% |
$304 - $337
|
21
$595
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.08% |
$276 - $306
|
12.3K
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.08% |
$193 - $214
|
8.96K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 1.55% |
$193 - $214
|
459
$13K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.47% |
$166 - $184
|
414
$11.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.15% |
$166 - $184
|
4.01K
$113K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 1.56% |
$166 - $184
|
390
$11K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5+ 0.06% |
$138 - $153
|
9.01K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 2.55% |
$138 - $153
|
201
$5.69K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.29% |
$82.9 - $91.9
|
1.03K
$29.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.02% |
$82.9 - $91.9
|
12.2K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 1.5% |
$82.9 - $91.9
|
203
$5.75K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.17% |
$55.2 - $61.3
|
1.19K
$33.7K
|