Purchases and Sales Made in Q4 2021 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.3K+ 12.78% |
$455K - $484K
|
135K
$3.82M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
14.1KNew |
$420K - $447K
|
14.1K
$399K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 2.66% |
$386K - $411K
|
500K
$14.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.9K+ 2.75% |
$385K - $410K
|
484K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8K+ 2.68% |
$382K - $407K
|
492K
$13.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.5K+ 46.06% |
$341K - $364K
|
36.4K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
11.3K+ 49.7% |
$338K - $360K
|
34.2K
$967K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
10.8KNew |
$321K - $341K
|
10.8K
$305K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.7K+ 7.18% |
$318K - $339K
|
159K
$4.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10KNew |
$299K - $318K
|
10K
$284K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
9.97K+ 72.18% |
$297K - $316K
|
23.8K
$673K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9.88K+ 24.07% |
$294K - $313K
|
50.9K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
9.86K+ 8.85% |
$293K - $313K
|
121K
$3.43M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.79K+ 87.37% |
$291K - $310K
|
21K
$594K
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
9.53K+ 23.73% |
$284K - $302K
|
49.7K
$1.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9.44K+ 7.78% |
$281K - $299K
|
131K
$3.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
9.37K+ 22.21% |
$279K - $297K
|
51.5K
$1.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.2KNew |
$274K - $292K
|
9.2K
$260K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.07KNew |
$270K - $287K
|
9.07K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
8.61K+ 3.17% |
$256K - $273K
|
280K
$7.93M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.58K+ 9.32% |
$255K - $272K
|
101K
$2.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
8.55KNew |
$254K - $271K
|
8.55K
$242K
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
8.3K+ 69.17% |
$247K - $263K
|
20.3K
$575K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.29K+ 31.44% |
$247K - $263K
|
34.7K
$981K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.23K+ 53.13% |
$245K - $261K
|
23.7K
$671K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
7.98K+ 3.65% |
$238K - $253K
|
226K
$6.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.97K+ 3.0% |
$237K - $253K
|
274K
$7.76M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
7.93K+ 6.0% |
$236K - $251K
|
140K
$3.97M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7.81KNew |
$233K - $248K
|
7.81K
$221K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.61K+ 6.78% |
$227K - $241K
|
120K
$3.39M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.52KNew |
$224K - $238K
|
7.52K
$213K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
7.43KNew |
$221K - $236K
|
7.43K
$210K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7.37K+ 1.78% |
$219K - $234K
|
421K
$11.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7.36KNew |
$219K - $233K
|
7.36K
$208K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.32KNew |
$218K - $232K
|
7.32K
$207K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.24K+ 7.77% |
$216K - $230K
|
100K
$2.84M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
7.23KNew |
$215K - $229K
|
7.23K
$205K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.13KNew |
$212K - $226K
|
7.13K
$202K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.11KNew |
$212K - $225K
|
7.11K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.91KNew |
$206K - $219K
|
6.91K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.86KNew |
$204K - $217K
|
6.86K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.7K+ 68.17% |
$199K - $212K
|
16.5K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.7KNew |
$199K - $212K
|
6.7K
$190K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.65KNew |
$198K - $211K
|
6.65K
$188K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.65KNew |
$198K - $211K
|
6.65K
$188K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
6.55KNew |
$195K - $208K
|
6.55K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.51KNew |
$194K - $206K
|
6.51K
$184K
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
6.44KNew |
$192K - $204K
|
6.44K
$182K
|
|
|
Feb 10, 2022
Q4 2021
|
Swm Advisors
|
BUY
|
- |
6.37KNew |
$190K - $202K
|
6.37K
$180K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.31K+ 7.0% |
$188K - $200K
|
96.5K
$2.73M
|