Purchases and Sales Made in Q1 2025 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
582K+ 142.07% |
$15.7M - $18.5M
|
992K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
366K+ 5.55% |
$9.88M - $11.6M
|
6.96M
$254M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
306K+ 605.71% |
$8.26M - $9.7M
|
356K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
275K+ 53.64% |
$7.43M - $8.73M
|
789K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
253KNew |
$6.82M - $8.01M
|
253K
$9.22M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
207K+ 251.22% |
$5.58M - $6.55M
|
289K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126K+ 1.18% |
$3.39M - $3.98M
|
10.7M
$391M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
123K+ 4.85% |
$3.33M - $3.9M
|
2.66M
$97.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
120K+ 866.88% |
$3.24M - $3.81M
|
134K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119K+ 4.63% |
$3.21M - $3.77M
|
2.69M
$98.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
116K+ 447.04% |
$3.14M - $3.69M
|
142K
$5.19M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 6.82% |
$3.03M - $3.56M
|
1.76M
$64.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
106K+ 311.08% |
$2.87M - $3.37M
|
140K
$5.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
104KNew |
$2.82M - $3.31M
|
104K
$3.81M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
97.9KNew |
$2.64M - $3.1M
|
97.9K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
77.8KNew |
$2.1M - $2.47M
|
77.8K
$2.84M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
75.4K+ 98.83% |
$2.04M - $2.39M
|
152K
$5.53M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.3K+ 15.58% |
$2.01M - $2.36M
|
551K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
68.1KNew |
$1.84M - $2.16M
|
68.1K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67.2K+ 165.56% |
$1.81M - $2.13M
|
108K
$3.93M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
55.3KNew |
$1.49M - $1.75M
|
55.3K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53.4K+ 1.39% |
$1.44M - $1.69M
|
3.9M
$142M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47K+ 160.69% |
$1.27M - $1.49M
|
76.3K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
46.6K+ 3.84% |
$1.26M - $1.48M
|
1.26M
$46M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.4K+ 11.33% |
$1.25M - $1.47M
|
456K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
39.2KNew |
$1.06M - $1.24M
|
39.2K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
38.7KNew |
$1.04M - $1.23M
|
38.7K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
36.3KNew |
$981K - $1.15M
|
36.3K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
32.2K+ 18.65% |
$869K - $1.02M
|
205K
$7.47M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.1K+ 15.94% |
$867K - $1.02M
|
233K
$8.52M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.9K+ 6.52% |
$862K - $1.01M
|
521K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.7K+ 22.6% |
$720K - $845K
|
145K
$5.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
25.8K+ 12.58% |
$698K - $819K
|
231K
$8.44M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
25KNew |
$675K - $793K
|
25K
$912K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
24.7KNew |
$666K - $781K
|
24.7K
$899K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.6K+ 14.85% |
$611K - $718K
|
175K
$6.39M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
21.7K+ 7.66% |
$586K - $688K
|
305K
$11.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20.4K+ 3002.06% |
$551K - $647K
|
21.1K
$770K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.3K+ 8.86% |
$549K - $645K
|
250K
$9.12M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.3K+ 217.46% |
$548K - $643K
|
29.6K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20K+ 5.11% |
$541K - $635K
|
412K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
18.8K+ 9.17% |
$508K - $596K
|
224K
$8.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
18.8KNew |
$507K - $595K
|
18.8K
$685K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.1K+ 14.8% |
$488K - $573K
|
140K
$5.12M
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
17.1K+ 67.77% |
$462K - $543K
|
42.4K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
17KNew |
$459K - $539K
|
17K
$620K
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
16.7KNew |
$452K - $530K
|
16.7K
$610K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
16.7K+ 12.35% |
$451K - $530K
|
152K
$5.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16.3K+ 29.59% |
$440K - $516K
|
71.3K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.1K+ 20.17% |
$436K - $511K
|
96.1K
$3.51M
|