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 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
118+ 9.08% |
$3.51K - $3.74K
|
1.42K
$40.1K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
116+ 1.04% |
$3.45K - $3.68K
|
11.3K
$320K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
107New |
$3.19K - $3.39K
|
107
$3.03K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
100New |
$2.98K - $3.17K
|
100
$2.83K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
97+ 13.62% |
$2.89K - $3.08K
|
809
$22.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
86+ 1.0% |
$2.56K - $2.73K
|
8.69K
$246K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
72+ 0.61% |
$2.14K - $2.28K
|
11.9K
$336K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
53+ 0.37% |
$1.58K - $1.68K
|
14.4K
$407K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
41+ 1.14% |
$1.22K - $1.3K
|
3.63K
$103K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
37+ 0.4% |
$1.1K - $1.17K
|
9.39K
$266K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
34+ 0.1% |
$1.01K - $1.08K
|
34.5K
$977K
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
34+ 0.41% |
$1.01K - $1.08K
|
8.28K
$234K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
32+ 0.6% |
$953 - $1.01K
|
5.39K
$153K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
30New |
$893 - $951
|
30
$849
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 0.16% |
$834 - $888
|
17.7K
$502K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 1.7% |
$714 - $761
|
1.43K
$40.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 1.01% |
$714 - $761
|
2.41K
$68.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23+ 0.85% |
$685 - $729
|
2.72K
$77K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 6.54% |
$625 - $666
|
342
$9.68K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20+ 0.65% |
$595 - $634
|
3.11K
$87.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
12+ 0.1% |
$357 - $381
|
11.6K
$328K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.01% |
$357 - $381
|
91.5K
$2.59M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.51% |
$298 - $317
|
1.98K
$55.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$298 - $317
|
3.43K
$97K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 0.73% |
$298 - $317
|
1.37K
$38.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
8+ 0.07% |
$238 - $254
|
11.4K
$323K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
6+ 0.07% |
$179 - $190
|
8.91K
$252K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.58% |
$149 - $159
|
870
$24.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3+ 0.04% |
$89.3 - $95.1
|
7.99K
$226K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2New |
$59.5 - $63.4
|
2
$56.6
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 1.03% |
$59.5 - $63.4
|
196
$5.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$29.8 - $31.7
|
6.85K
$194K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$29.8 - $31.7
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.05% |
$29.8 - $31.7
|
2K
$56.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-10- 0.04% |
$298 - $317
|
22.7K
$643K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.27% |
$595 - $634
|
7.5K
$212K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-22- 0.16% |
$655 - $698
|
14.1K
$398K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-26- 0.3% |
$774 - $824
|
8.68K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30- 0.12% |
$893 - $951
|
24.4K
$691K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-33- 0.2% |
$982 - $1.05K
|
16.4K
$465K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-34- 0.83% |
$1.01K - $1.08K
|
4.05K
$115K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-57- 0.42% |
$1.7K - $1.81K
|
13.6K
$386K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-75Closed |
$2.23K - $2.38K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-80- 0.55% |
$2.38K - $2.54K
|
14.6K
$413K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-86Closed |
$2.56K - $2.73K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-93- 0.24% |
$2.77K - $2.95K
|
38.6K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-95- 0.36% |
$2.83K - $3.01K
|
26.1K
$739K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-148Closed |
$4.41K - $4.69K
|
0
$0
|