Purchases and Sales Made in Q4 2024 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 4.47% |
$43.2K - $47.8K
|
37.3K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.37K+ 1.1% |
$37.1K - $41.1K
|
127K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 4.34% |
$36.5K - $40.4K
|
32.5K
$921K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.3K+ 2.41% |
$35K - $38.8K
|
55K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.08K+ 8.27% |
$29.1K - $32.3K
|
14.1K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.07K+ 177.67% |
$28.8K - $31.9K
|
1.67K
$47.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.06KNew |
$28.7K - $31.8K
|
1.06K
$30.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
996+ 0.45% |
$26.9K - $29.8K
|
220K
$6.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
939+ 7.09% |
$25.4K - $28.1K
|
14.2K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
656+ 2.4% |
$17.7K - $19.6K
|
27.9K
$793K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
600+ 2.42% |
$16.2K - $18K
|
25.4K
$720K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
567+ 2.56% |
$15.3K - $17K
|
22.7K
$644K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
540+ 2.58% |
$14.6K - $16.2K
|
21.5K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
517+ 2.35% |
$14K - $15.5K
|
22.5K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
500+ 4.98% |
$13.5K - $15K
|
10.6K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
442+ 2.28% |
$11.9K - $13.2K
|
19.8K
$562K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
414+ 2.77% |
$11.2K - $12.4K
|
15.4K
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.46% |
$8.24K - $9.13K
|
66.9K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300New |
$8.11K - $8.98K
|
300
$8.51K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
206+ 20.0% |
$5.57K - $6.16K
|
1.24K
$35.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
189+ 1.69% |
$5.11K - $5.65K
|
11.4K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
169+ 0.63% |
$4.57K - $5.06K
|
27K
$766K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
140+ 0.1% |
$3.78K - $4.19K
|
135K
$3.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
117+ 0.2% |
$3.16K - $3.5K
|
57.4K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
114+ 0.61% |
$3.08K - $3.41K
|
18.9K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
73+ 0.27% |
$1.97K - $2.18K
|
27.1K
$769K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
48+ 0.12% |
$1.3K - $1.44K
|
39.7K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
37New |
$1K - $1.11K
|
37
$1.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
28+ 0.15% |
$757 - $838
|
19.3K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
21+ 0.28% |
$568 - $628
|
7.4K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.35% |
$487 - $539
|
5.19K
$147K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 1.42% |
$460 - $509
|
1.22K
$34.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.35% |
$351 - $389
|
979
$27.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.08% |
$270 - $299
|
12.3K
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.08% |
$189 - $209
|
8.97K
$254K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.45% |
$162 - $180
|
420
$11.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5+ 1.28% |
$135 - $150
|
395
$11.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 1.41% |
$108 - $120
|
288
$8.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.25% |
$81.1 - $89.8
|
1.19K
$33.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.22% |
$54.1 - $59.8
|
914
$25.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.0% |
$54.1 - $59.8
|
44.6K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 4.76% |
$27 - $29.9
|
22
$624
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1- 0.01% |
$27 - $29.9
|
9.37K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-23- 0.26% |
$622 - $688
|
8.84K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-27- 1.19% |
$730 - $808
|
2.25K
$63.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 0.23% |
$946 - $1.05K
|
15.4K
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-45- 0.19% |
$1.22K - $1.35K
|
23.7K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-97- 1.21% |
$2.62K - $2.9K
|
7.91K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-121- 0.97% |
$3.27K - $3.62K
|
12.4K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-242- 2.25% |
$6.54K - $7.24K
|
10.5K
$298K
|