Who owns iShares Dow Jones EPAC Sel Div Ind?
- Ticker: IDV
- CUSIP Number: 464288448
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Analyze quarterly positions in iShares Dow Jones EPAC Sel Div Ind with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Dow Jones EPAC Sel Div Ind this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 11M | $326M | -1% | Sep 2024 |
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Morgan Stanley | 6.6M | $183M | -1% | Jun 2024 |
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Envestnet Asset Management | 5.4M | $163M | 2% | Sep 2024 |
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Mercer Global Advisors | 2.2M | $61M | 8% | Jun 2024 |
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Wells Fargo & Company | 2.2M | $66M | -1% | Sep 2024 |
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Us Bancorp | 1.9M | $59M | -2% | Sep 2024 |
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Bank of New York Mellon | 1.6M | $50M | -5% | Sep 2024 |
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LPL Financial | 1.6M | $50M | -1% | Sep 2024 |
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Royal Bank of Canada | 1.3M | $38M | -10% | Sep 2024 |
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Scotia Capital | 1.2M | $36M | 0% | Sep 2024 |
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Alliancebernstein | 1.1M | $29M | -8% | Jun 2024 |
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Regions Bank | 1.0M | $31M | 0% | Sep 2024 |
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Assetmark | 984k | $30M | 3% | Sep 2024 |
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Orion Portfolio Solutions | 916k | $28M | -14% | Sep 2024 |
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Jpmorgan Chase & Co | 909k | $28M | 6% | Sep 2024 |
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Fukoku Mutual Life Insurance | 898k | $27M | 0% | Sep 2024 |
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GDS Wealth Management | 866k | $26M | 3% | Sep 2024 |
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Raymond James Financial Services Advisors | 735k | $22M | -8% | Sep 2024 |
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Arkadios Wealth Advisors | 675k | $20M | 100% | Sep 2024 |
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GHP Investment Advisors | 659k | $20M | 14% | Sep 2024 |
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Stifel Financial | 567k | $16M | -2% | Jun 2024 |
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Parallel Advisors | 561k | $17M | 0% | Sep 2024 |
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Pnc Financial Services | 513k | $16M | -2% | Sep 2024 |
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Advantus Capital Management | 500k | $14M | 0% | Jun 2024 |
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Janney Montgomery Scott | 471k | $14M | -3% | Sep 2024 |
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Cetera Investment Advisers | 470k | $13M | -5% | Jun 2024 |
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Advisor Group Holdings | 446k | $14M | -10% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 432k | $13M | 1% | Sep 2024 |
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Raymond James & Associates | 426k | $13M | 2% | Sep 2024 |
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Cambridge Investment Research Advisors | 412k | $12M | -25% | Sep 2024 |
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YCMNET Advisors | 405k | $12M | 2% | Sep 2024 |
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Eagle Bluffs Wealth Management | 402k | $12M | 2% | Sep 2024 |
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Commonwealth Equity Services | 382k | $12M | -5% | Sep 2024 |
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Linscomb & Williams | 373k | $11M | -2% | Sep 2024 |
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Bangor Savings Bank | 362k | $11M | -2% | Sep 2024 |
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Huntington National Bank | 354k | $11M | -6% | Sep 2024 |
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HighTower Advisors | 347k | $9.6M | -2% | Jun 2024 |
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Gunma Bank | 324k | $9.8M | 35% | Sep 2024 |
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BlackRock | 315k | $8.7M | -61% | Jun 2024 |
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BlackRock | 310k | $9.4M | 100% | Sep 2024 |
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Cowa | 289k | $8.7M | -2% | Sep 2024 |
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Td Private Client Wealth | 280k | $8.5M | 1% | Sep 2024 |
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Meeder Advisory Services | 274k | $8.3M | 15% | Sep 2024 |
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ERTS Wealth Advisors | 272k | $8.2M | 91% | Sep 2024 |
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P-Solve | 262k | $7.9M | -96% | Sep 2024 |
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Brian McDonald | 262k | $7.9M | -2% | Sep 2024 |
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Forte Asset Management | 256k | $7.7M | -1% | Sep 2024 |
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CX Institutional | 248k | $7.5M | 4% | Sep 2024 |
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Financial Advisory Service | 237k | $7.1M | -3% | Sep 2024 |
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Branch Banking & Trust Company | 233k | $6.4M | -6% | Jun 2024 |
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CWM | 225k | $6.8M | 6% | Sep 2024 |
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Franklin Resources | 217k | $6.5M | 1% | Sep 2024 |
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Angeles Investment | 217k | $6.6M | 0% | Sep 2024 |
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Thrivent Financial for Lutherans | 200k | $6.0M | -32% | Sep 2024 |
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AdvisorNet Financial | 197k | $6.0M | 15% | Sep 2024 |
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Operose Advisors | 194k | $5.9M | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 187k | $5.2M | -11% | Jun 2024 |
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Curran Financial Partners | 184k | $5.5M | 5% | Sep 2024 |
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Susquehanna International | 168k | $5.1M | 28% | Sep 2024 |
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Synovus Financial Corp. | 161k | $4.9M | 0% | Sep 2024 |
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D.A. Davidson & Co. | 158k | $4.4M | -7% | Jun 2024 |
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Bryn Mawr Trust | 149k | $4.5M | 2% | Sep 2024 |
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Rockefeller Capital Management | 141k | $3.9M | 11% | Jun 2024 |
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Mariner Wealth Advisors | 141k | $4.2M | 3% | Sep 2024 |
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Evermay Wealth Management | 139k | $4.2M | -4% | Sep 2024 |
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Heartwood Wealth Advisors | 135k | $4.1M | 3% | Sep 2024 |
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Institutional & Family Asset Management | 134k | $3.7M | -29% | Jun 2024 |
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H D Vest Advisory Services | 130k | $3.6M | -4% | Jun 2024 |
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Murphy, Middleton, Hinkle & Parker | 125k | $3.8M | 1% | Sep 2024 |
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Creative Planning | 120k | $3.6M | 7% | Sep 2024 |
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EverSource Wealth Advisors | 117k | $3.6M | 0% | Sep 2024 |
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Mml Investors Services | 117k | $3.5M | -5% | Sep 2024 |
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TD Waterhouse Canada | 115k | $3.4M | 10% | Sep 2024 |
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Wealth Enhancement Advisory Services | 113k | $3.1M | -4% | Jun 2024 |
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First American Trust | 112k | $3.4M | 29% | Sep 2024 |
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Colonial River Wealth Management | 106k | $3.2M | 3% | Sep 2024 |
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Axxcess Wealth Management | 106k | $3.2M | 3% | Sep 2024 |
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Balentine | 105k | $3.2M | -6% | Sep 2024 |
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Honkamp Krueger Financial Services | 103k | $2.8M | -52% | Jun 2024 |
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Park Avenue Securities | 102k | $3.1M | -4% | Sep 2024 |
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Equitable Holdings | 102k | $2.8M | 24% | Jun 2024 |
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HPM Partners | 98k | $3.0M | -2% | Sep 2024 |
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NewEdge Wealth | 97k | $2.9M | 8% | Sep 2024 |
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Citadel Advisors | 96k | $2.9M | 174% | Sep 2024 |
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Snowden Capital Advisors | 95k | $2.9M | 0% | Sep 2024 |
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Sterling Financial Planning | 94k | $2.9M | -8% | Sep 2024 |
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American Money Management | 91k | $2.8M | -1% | Sep 2024 |
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Integrated Wealth Concepts | 89k | $2.7M | 11% | Sep 2024 |
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Argent Advisors | 89k | $2.7M | 0% | Sep 2024 |
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William Blair $ Company | 89k | $2.7M | 5% | Sep 2024 |
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Pensionmark Financial Group | 82k | $2.5M | 100% | Sep 2024 |
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Commerce Bank N A | 79k | $2.4M | -1% | Sep 2024 |
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Newbridge Financial Services Group | 79k | $2.4M | 14% | Sep 2024 |
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Kestra Advisory Services | 75k | $2.3M | -6% | Sep 2024 |
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Custom Portfolio Group | 74k | $2.0M | 34% | Jun 2024 |
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Wealth Advisory Solutions | 73k | $2.2M | 1% | Sep 2024 |
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Bank Of Hawaii | 72k | $2.2M | -11% | Sep 2024 |
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Jones Financial Companies, L.L | 68k | $2.1M | 2002% | Sep 2024 |
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Hancock Bank Trust Department | 68k | $1.9M | -7% | Jun 2024 |
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180 Wealth Advisors | 67k | $2.0M | -1% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 66k | $2.0M | -2% | Sep 2024 |
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Goss Wealth Management | 66k | $1.8M | 9% | Jun 2024 |
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Cascade Financial Partners | 66k | $1.9M | 2% | Sep 2024 |
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Raymond James Trust | 65k | $2.0M | 1% | Sep 2024 |
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Hennion & Walsh Asset Management | 64k | $1.9M | 18% | Sep 2024 |
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JNBA Financial Advisors | 62k | $1.9M | -2% | Sep 2024 |
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Financial Perspectives | 62k | $1.9M | 1% | Sep 2024 |
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Mirae Asset Global Investments | 61k | $1.8M | 4% | Sep 2024 |
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Thrive Capital Management | 60k | $1.8M | -14% | Sep 2024 |
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Old Mission Capital | 60k | $1.7M | -59% | Jun 2024 |
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Goldman Sachs Group | 60k | $1.7M | 28% | Jun 2024 |
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Gould Asset Management | 59k | $1.8M | 3% | Sep 2024 |
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Sound Stewardship | 57k | $1.7M | -4% | Sep 2024 |
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Mission Creek Capital Partners | 57k | $1.7M | 1% | Sep 2024 |
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AlTi Global | 56k | $1.7M | 0% | Sep 2024 |
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Capital Wealth Alliance | 54k | $1.6M | -19% | Sep 2024 |
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Stephens | 54k | $1.6M | 0% | Sep 2024 |
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Access Investment Management | 54k | $1.6M | 9% | Sep 2024 |
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Fort Point Capital Partners | 53k | $1.6M | 0% | Sep 2024 |
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Private Advisor | 52k | $1.6M | -16% | Sep 2024 |
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Fifth Third Wealth Advisors | 52k | $1.6M | -7% | Sep 2024 |
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National Bank Of Canada /fi/ | 51k | $1.6M | 42% | Sep 2024 |
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Vantage Financial Partners | 49k | $1.5M | 154% | Sep 2024 |
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We Are One Seven | 48k | $1.5M | -1% | Sep 2024 |
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Oppenheimer & Co | 47k | $1.4M | 22% | Sep 2024 |
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Precedent Wealth Partners | 47k | $1.4M | -10% | Sep 2024 |
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RFG Advisory | 47k | $1.4M | 2% | Sep 2024 |
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Mutual Advisors | 46k | $1.3M | -23% | Sep 2024 |
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Beacon Pointe Advisors | 45k | $1.4M | -5% | Sep 2024 |
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Renaissance Technologies | 45k | $1.4M | -20% | Sep 2024 |
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Prime Capital Investment Advisors | 45k | $1.4M | -8% | Sep 2024 |
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Financial Counselors | 45k | $1.2M | -1% | Jun 2024 |
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Sunflower Bank | 45k | $1.3M | -19% | Sep 2024 |
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Petix & Botte | 45k | $1.3M | 0% | Sep 2024 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 44k | $1.3M | 1% | Sep 2024 |
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Lido Advisors | 44k | $1.2M | -1% | Jun 2024 |
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Sanctuary Advisors | 44k | $1.2M | -6% | Sep 2024 |
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Financial Engines Advisors L.L.C | 43k | $1.3M | 100% | Sep 2024 |
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Mot | 43k | $1.3M | 0% | Sep 2024 |
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Wedbush Morgan Securities | 43k | $1.3M | 8% | Sep 2024 |
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OVERSEA-CHINESE BANKING Corp | 42k | $1.3M | 0% | Sep 2024 |
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Park Edge Advisors | 41k | $1.2M | 16% | Sep 2024 |
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First Commonwealth Financial Corporation | 41k | $1.2M | -15% | Sep 2024 |
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Savant Capital Management | 41k | $1.2M | -17% | Sep 2024 |
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Marino, Stram & Associates | 40k | $1.2M | -2% | Sep 2024 |
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Atria Wealth Solutions | 39k | $1.2M | -9% | Sep 2024 |
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Whittier Trust Co. of Nevada | 39k | $1.2M | -1% | Sep 2024 |
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MAI Wealth Advisors | 39k | $1.2M | -3% | Sep 2024 |
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Stolper | 37k | $1.1M | -1% | Sep 2024 |
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Sowell Financial Services | 33k | $1.0M | -13% | Sep 2024 |
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Brookstone Capital Management | 33k | $995k | -12% | Sep 2024 |
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Collective Family Office | 32k | $968k | -19% | Sep 2024 |
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Eagle Strategies | 20k | $592k | -59% | Sep 2024 |
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Fountainhead AM | 19k | $570k | -83% | Sep 2024 |
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Jane Street | 7.3k | $221k | -92% | Sep 2024 |
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Who sold out of iShares Dow Jones EPAC Sel Div Ind?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Colony | Jun 2024 | 229k | $6.3M |
Wetzel Investment Advisors | Jun 2024 | 131k | $3.7M |
One Capital Management | Jun 2024 | 98k | $2.7M |
Qube Research & Technologies | Mar 2024 | 67k | $1.9M |
Crescent Grove Advisors | Jun 2024 | 54k | $1.5M |