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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-7- 0.06% |
$189 - $209
|
10.8K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 88.89% |
$216 - $239
|
1
$29.3
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-15- 0.01% |
$405 - $449
|
217K
$6.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-23- 0.26% |
$622 - $688
|
8.84K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-27- 1.19% |
$730 - $808
|
2.25K
$65.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 1.96% |
$946 - $1.05K
|
1.75K
$51.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 0.23% |
$946 - $1.05K
|
15.4K
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-37- 0.3% |
$1K - $1.11K
|
12.4K
$363K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-45- 0.19% |
$1.22K - $1.35K
|
23.7K
$692K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-53- 0.28% |
$1.43K - $1.59K
|
18.8K
$551K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-97- 1.21% |
$2.62K - $2.9K
|
7.91K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-119- 2.0% |
$3.22K - $3.56K
|
5.85K
$171K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-121- 0.97% |
$3.27K - $3.62K
|
12.4K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-142- 0.6% |
$3.84K - $4.25K
|
23.5K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-168- 0.86% |
$4.54K - $5.03K
|
19.4K
$568K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-207- 18.75% |
$5.6K - $6.19K
|
897
$26.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-242- 2.25% |
$6.54K - $7.24K
|
10.5K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-285- 1.25% |
$7.7K - $8.53K
|
22.5K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-299- 0.69% |
$8.08K - $8.95K
|
42.9K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-303- 0.99% |
$8.19K - $9.07K
|
30.3K
$887K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-303- 2.9% |
$8.19K - $9.07K
|
10.1K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-333- 3.91% |
$9K - $9.96K
|
8.18K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-342- 2.82% |
$9.24K - $10.2K
|
11.8K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-347- 10.84% |
$9.38K - $10.4K
|
2.86K
$83.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-372- 11.14% |
$10.1K - $11.1K
|
2.97K
$86.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-381- 0.27% |
$10.3K - $11.4K
|
138K
$4.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-410- 17.01% |
$11.1K - $12.3K
|
2K
$58.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-425- 1.09% |
$11.5K - $12.7K
|
38.7K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-447- 1.69% |
$12.1K - $13.4K
|
26K
$762K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-453- 3.15% |
$12.2K - $13.6K
|
13.9K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-462- 11.53% |
$12.5K - $13.8K
|
3.55K
$104K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-471- 2.65% |
$12.7K - $14.1K
|
17.3K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-475- 86.36% |
$12.8K - $14.2K
|
75
$2.19K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-478- 2.35% |
$12.9K - $14.3K
|
19.8K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-480- 1.31% |
$13K - $14.4K
|
36.2K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-511- 3.47% |
$13.8K - $15.3K
|
14.2K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-540- 0.75% |
$14.6K - $16.2K
|
71.7K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-565- 2.35% |
$15.3K - $16.9K
|
23.5K
$688K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-571- 1.95% |
$15.4K - $17.1K
|
28.8K
$842K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-575- 0.87% |
$15.5K - $17.2K
|
65.5K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-700- 6.2% |
$18.9K - $20.9K
|
10.6K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-771- 1.73% |
$20.8K - $23.1K
|
43.8K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-775- 12.17% |
$20.9K - $23.2K
|
5.59K
$164K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-792- 3.26% |
$21.4K - $23.7K
|
23.5K
$688K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-842- 52.2% |
$22.8K - $25.2K
|
771
$22.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-980- 8.32% |
$26.5K - $29.3K
|
10.8K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.02K- 60.39% |
$27.6K - $30.5K
|
669
$19.6K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 5.59% |
$28.1K - $31.1K
|
17.6K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.07K- 1.97% |
$28.9K - $32K
|
53.3K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.12K- 7.7% |
$30.1K - $33.4K
|
13.4K
$391K
|