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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
848+ 15.53% |
$18K - $18.6K
|
6.31K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
767+ 6.2% |
$16.3K - $16.9K
|
13.1K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
578+ 3.81% |
$12.3K - $12.7K
|
15.8K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
539+ 0.17% |
$11.5K - $11.8K
|
320K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
410New |
$8.72K - $9.01K
|
410
$9.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
299+ 0.81% |
$6.36K - $6.57K
|
37.3K
$829K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
253+ 21.62% |
$5.38K - $5.56K
|
1.42K
$31.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
210+ 1.51% |
$4.47K - $4.62K
|
14.1K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
104+ 0.94% |
$2.21K - $2.29K
|
11.2K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
80+ 0.38% |
$1.7K - $1.76K
|
21K
$467K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73+ 1.21% |
$1.55K - $1.6K
|
6.12K
$136K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
54+ 0.12% |
$1.15K - $1.19K
|
43.8K
$973K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
49+ 0.42% |
$1.04K - $1.08K
|
11.8K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
47+ 0.39% |
$1K - $1.03K
|
12.1K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.52% |
$426 - $440
|
3.83K
$85.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16+ 0.04% |
$340 - $352
|
41K
$912K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.23% |
$234 - $242
|
908
$20.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 1.21% |
$213 - $220
|
838
$18.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 1.1% |
$192 - $198
|
829
$18.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
3+ 0.23% |
$63.8 - $65.9
|
1.33K
$29.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-12- 0.02% |
$255 - $264
|
52.4K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-65- 0.08% |
$1.38K - $1.43K
|
82.2K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-187- 0.53% |
$3.98K - $4.11K
|
35K
$778K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-209- 2.38% |
$4.45K - $4.59K
|
8.59K
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-277- 1.21% |
$5.89K - $6.09K
|
22.6K
$502K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-553- 3.59% |
$11.8K - $12.2K
|
14.8K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-606- 0.17% |
$12.9K - $13.3K
|
353K
$7.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-620- 1.27% |
$13.2K - $13.6K
|
48.3K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-935- 5.58% |
$19.9K - $20.6K
|
15.8K
$352K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-938- 3.43% |
$20K - $20.6K
|
26.4K
$587K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.2K- 0.3% |
$25.4K - $26.3K
|
394K
$8.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.2K- 4.8% |
$25.5K - $26.3K
|
23.8K
$528K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.32K- 2.06% |
$28.1K - $29.1K
|
62.7K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.61K- 2.05% |
$34.3K - $35.4K
|
77.1K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.8K- 15.93% |
$38.3K - $39.6K
|
9.5K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.15K- 2.76% |
$45.7K - $47.2K
|
75.6K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.72K- 4.74% |
$57.9K - $59.8K
|
54.7K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.87K- 3.84% |
$61K - $63K
|
71.8K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.32K- 1.05% |
$92K - $95K
|
409K
$9.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-5.33K- 5.72% |
$114K - $117K
|
87.9K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.35K- 9.67% |
$114K - $117K
|
49.9K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.47K- 21.56% |
$116K - $120K
|
19.9K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.72K- 2.09% |
$122K - $126K
|
268K
$5.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-6.11K- 0.92% |
$130K - $134K
|
658K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.66K- 19.51% |
$184K - $190K
|
35.7K
$794K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-8.82K- 43.62% |
$188K - $194K
|
11.4K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-10.1K- 34.88% |
$216K - $223K
|
18.9K
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 43.53% |
$223K - $231K
|
13.6K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-11.4K- 4.46% |
$244K - $252K
|
245K
$5.45M
|