Purchases and Sales Made in Q2 2025 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.44MNew |
$73.2M - $75.6M
|
3.44M
$75.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.25M+ 651.25% |
$47.9M - $49.5M
|
2.6M
$57.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
261KNew |
$5.55M - $5.73M
|
261K
$5.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
211KNew |
$4.5M - $4.64M
|
211K
$4.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
155K+ 16.03% |
$3.3M - $3.41M
|
1.12M
$24.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
138K+ 5.14% |
$2.93M - $3.02M
|
2.81M
$61.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
135K+ 17.8% |
$2.87M - $2.96M
|
892K
$19.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
118KNew |
$2.52M - $2.6M
|
118K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
102K+ 90.29% |
$2.16M - $2.23M
|
214K
$4.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
76.2K+ 94.76% |
$1.62M - $1.68M
|
157K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
74.1K+ 113.65% |
$1.58M - $1.63M
|
139K
$3.06M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
58K+ 39.73% |
$1.23M - $1.27M
|
204K
$4.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
55.7K+ 124.19% |
$1.19M - $1.22M
|
101K
$2.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
53.8KNew |
$1.14M - $1.18M
|
53.8K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
42.4K+ 11.34% |
$902K - $932K
|
416K
$9.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
40.5K+ 2.65% |
$861K - $889K
|
1.57M
$34.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.8KNew |
$677K - $699K
|
31.8K
$700K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.1K+ 9.24% |
$641K - $662K
|
356K
$7.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
29.9KNew |
$636K - $657K
|
29.9K
$658K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
29.7K+ 268.55% |
$632K - $652K
|
40.7K
$897K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
28.1KNew |
$599K - $619K
|
28.1K
$619K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
26.2K+ 1.99% |
$557K - $575K
|
1.34M
$29.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
24.2K+ 10.03% |
$516K - $533K
|
266K
$5.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
24.1K+ 38.75% |
$512K - $529K
|
86.1K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
21.8K+ 44.23% |
$463K - $479K
|
71K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
21.3K+ 5.28% |
$453K - $468K
|
424K
$9.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.9K+ 57.41% |
$444K - $459K
|
57.3K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.2KNew |
$430K - $444K
|
20.2K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.3K+ 5.27% |
$411K - $424K
|
385K
$8.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.5K+ 2.83% |
$372K - $384K
|
636K
$14M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.4K+ 26.37% |
$371K - $383K
|
83.5K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.6KNew |
$354K - $365K
|
16.6K
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.5K+ 76.64% |
$331K - $342K
|
35.8K
$788K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1KNew |
$321K - $331K
|
15.1K
$332K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.4K+ 11.44% |
$306K - $316K
|
140K
$3.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
13.9K+ 15.15% |
$295K - $305K
|
105K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.8K+ 5.92% |
$294K - $304K
|
247K
$5.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
13.2KNew |
$281K - $290K
|
13.2K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13KNew |
$277K - $286K
|
13K
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
12.8K+ 1.11% |
$273K - $282K
|
1.17M
$25.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$256K - $264K
|
12K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 48.61% |
$239K - $247K
|
34.3K
$755K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
11.2K+ 3.46% |
$237K - $245K
|
333K
$7.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 88.01% |
$229K - $236K
|
23K
$506K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.8K+ 1.04% |
$229K - $236K
|
1.04M
$22.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.2KNew |
$218K - $225K
|
10.2K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
10.2K+ 9.88% |
$216K - $223K
|
113K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.98KNew |
$212K - $219K
|
9.98K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
9.95K+ 13.86% |
$212K - $219K
|
81.7K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
9.89K+ 1.67% |
$210K - $217K
|
604K
$13.3M
|