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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-987- 3.21% |
$27.3K - $30.2K
|
29.8K
$843K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.03K- 2.57% |
$28.3K - $31.4K
|
38.9K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.08K- 1.34% |
$29.7K - $32.9K
|
79.1K
$2.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.11K- 11.95% |
$30.5K - $33.9K
|
8.15K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.21K- 1.8% |
$33.5K - $37.1K
|
66.1K
$1.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.22K- 12.14% |
$33.8K - $37.5K
|
8.86K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.26K- 15.05% |
$34.8K - $38.6K
|
7.11K
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.35K- 2.11% |
$37.2K - $41.2K
|
62.4K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.36K- 4.02% |
$37.6K - $41.7K
|
32.5K
$920K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.41K- 16.52% |
$38.8K - $43.1K
|
7.11K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.82K- 1.83% |
$50.2K - $55.7K
|
97.8K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.83K- 26.18% |
$50.6K - $56.2K
|
5.17K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.84K- 4.28% |
$50.8K - $56.3K
|
41.1K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.86K- 6.99% |
$51.4K - $57K
|
24.8K
$701K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.1K- 39.62% |
$58K - $64.4K
|
3.2K
$90.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-2.13K- 17.46% |
$58.7K - $65.1K
|
10.1K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.43K- 4.06% |
$67K - $74.3K
|
57.3K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.44K- 14.04% |
$67.5K - $74.9K
|
15K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 5.21% |
$68.9K - $76.5K
|
45.4K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.63K- 13.57% |
$72.7K - $80.7K
|
16.8K
$475K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.7K- 16.9% |
$74.4K - $82.6K
|
13.3K
$375K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 12.69% |
$75.5K - $83.8K
|
18.8K
$533K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.88K- 1.11% |
$79.5K - $88.2K
|
256K
$7.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.03K- 29.16% |
$83.8K - $93K
|
7.37K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.47K- 4.21% |
$95.9K - $106K
|
79K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.58K- 1.49% |
$98.8K - $110K
|
237K
$6.71M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.6K- 13.46% |
$99.5K - $110K
|
23.2K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.73K- 2.87% |
$103K - $114K
|
126K
$3.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.74K- 7.69% |
$103K - $114K
|
44.8K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.79K- 0.37% |
$105K - $116K
|
1.02M
$28.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.87K- 8.97% |
$107K - $119K
|
39.3K
$1.11M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.95K- 16.06% |
$109K - $121K
|
20.6K
$584K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.99K- 26.81% |
$110K - $122K
|
10.9K
$308K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.99K- 21.64% |
$110K - $122K
|
14.5K
$409K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-4.13K- 7.37% |
$114K - $126K
|
51.9K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.21K- 24.54% |
$116K - $129K
|
13K
$367K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.36K- 11.7% |
$120K - $134K
|
32.9K
$931K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.41K- 5.54% |
$122K - $135K
|
75.2K
$2.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.57K- 4.3% |
$126K - $140K
|
102K
$2.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.95K- 12.91% |
$137K - $152K
|
33.4K
$944K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.43K- 10.44% |
$150K - $166K
|
46.5K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.61K- 1.53% |
$155K - $172K
|
362K
$10.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.83K- 4.74% |
$161K - $179K
|
117K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.83K- 8.84% |
$161K - $179K
|
60.1K
$1.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.03K- 4.17% |
$167K - $185K
|
139K
$3.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.45K- 2.65% |
$178K - $197K
|
237K
$6.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-6.52K- 2.43% |
$180K - $200K
|
262K
$7.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7K- 6.19% |
$193K - $214K
|
106K
$3M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-7.02K- 6.29% |
$194K - $215K
|
104K
$2.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7.07K- 2.39% |
$195K - $217K
|
289K
$8.17M
|