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 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.7K- 16.18% |
$127K - $141K
|
24.4K
$712K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4.79K- 10.66% |
$129K - $143K
|
40.1K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.98K- 34.27% |
$135K - $149K
|
9.55K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.07K- 6.42% |
$137K - $152K
|
73.9K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.12K- 9.87% |
$139K - $153K
|
46.8K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.16K- 15.94% |
$139K - $154K
|
27.2K
$796K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-5.37K- 8.14% |
$145K - $161K
|
60.5K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.56K- 37.16% |
$150K - $166K
|
9.4K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.89K- 13.13% |
$159K - $176K
|
38.9K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.35K- 15.45% |
$172K - $190K
|
34.7K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.46K- 1.55% |
$175K - $193K
|
410K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.61K- 2.52% |
$179K - $198K
|
255K
$7.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.05K- 16.13% |
$190K - $211K
|
36.6K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.05K- 7.17% |
$191K - $211K
|
91.3K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.15K- 5.66% |
$193K - $214K
|
119K
$3.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.61K- 17.21% |
$206K - $228K
|
36.6K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-7.67K- 28.55% |
$207K - $230K
|
19.2K
$562K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7.74K- 2.14% |
$209K - $232K
|
354K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.76K- 23.27% |
$210K - $232K
|
25.6K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.84K- 42.07% |
$212K - $235K
|
10.8K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7.98K- 24.09% |
$216K - $239K
|
25.1K
$736K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.41K- 3.1% |
$227K - $252K
|
263K
$7.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.51K- 8.14% |
$230K - $254K
|
96K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.92K- 54.49% |
$241K - $267K
|
7.45K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10K- 16.53% |
$270K - $299K
|
50.5K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.5K- 1.87% |
$284K - $314K
|
551K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.2K- 32.46% |
$301K - $334K
|
23.2K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-11.5K- 5.91% |
$310K - $343K
|
183K
$5.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.7K- 2.28% |
$316K - $350K
|
501K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12.1K- 3.23% |
$326K - $361K
|
361K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.4K- 2.63% |
$335K - $371K
|
458K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-13.5K- 41.71% |
$364K - $403K
|
18.8K
$550K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-13.5K- 4.69% |
$366K - $405K
|
275K
$8.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15K- 28.57% |
$405K - $448K
|
37.4K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.8K- 5.99% |
$454K - $502K
|
264K
$7.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-20.1K- 47.63% |
$544K - $603K
|
22.2K
$648K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-20.2K- 69.51% |
$547K - $605K
|
8.87K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.8K- 10.93% |
$590K - $653K
|
178K
$5.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22K- 5.09% |
$594K - $657K
|
410K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.3K- 1.85% |
$629K - $697K
|
1.23M
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26K- 43.25% |
$703K - $778K
|
34.1K
$998K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30.5K- 63.09% |
$826K - $914K
|
17.9K
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-45.9K- 40.91% |
$1.24M - $1.37M
|
66.4K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.2K- 35.14% |
$1.33M - $1.47M
|
90.7K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-57.8K- 49.2% |
$1.56M - $1.73M
|
59.7K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-58.8K- 18.15% |
$1.59M - $1.76M
|
265K
$7.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-68.5K- 70.06% |
$1.85M - $2.05M
|
29.3K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-96.9K- 9.5% |
$2.62M - $2.9M
|
922K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-172K- 1.6% |
$4.66M - $5.16M
|
10.6M
$310M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-188K- 9.72% |
$5.09M - $5.63M
|
1.75M
$51.2M
|