Purchases and Sales Made in Q2 2025 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
392K+ 2535.6% |
$10.9M - $13.7M
|
408K
$14.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
373KNew |
$10.4M - $13M
|
373K
$13.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
371KNew |
$10.3M - $12.9M
|
371K
$13.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
321K+ 77.79% |
$8.91M - $11.2M
|
733K
$26.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
193K+ 11.16% |
$5.36M - $6.71M
|
1.92M
$69.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
174K+ 66.92% |
$4.82M - $6.05M
|
433K
$15.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
158K+ 173.39% |
$4.4M - $5.51M
|
249K
$9.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
153K+ 460.24% |
$4.24M - $5.32M
|
186K
$6.73M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149K+ 15.02% |
$4.14M - $5.19M
|
1.14M
$41.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
124KNew |
$3.45M - $4.33M
|
124K
$4.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
114K+ 45.46% |
$3.16M - $3.96M
|
364K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
111KNew |
$3.08M - $3.86M
|
111K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
100K+ 519.48% |
$2.78M - $3.48M
|
119K
$4.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
93.2KNew |
$2.59M - $3.25M
|
93.2K
$3.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
82.6K+ 4521.85% |
$2.29M - $2.88M
|
84.4K
$3.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
77.2K+ 2595.5% |
$2.15M - $2.69M
|
80.2K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
74.8K+ 31.89% |
$2.08M - $2.61M
|
309K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
71.8KNew |
$2M - $2.5M
|
71.8K
$2.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
69.5K+ 19.51% |
$1.93M - $2.42M
|
426K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
67KNew |
$1.86M - $2.33M
|
67K
$2.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51.4K+ 232.0% |
$1.43M - $1.79M
|
73.6K
$2.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
50.9KNew |
$1.41M - $1.77M
|
50.9K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
45.2K+ 124.45% |
$1.26M - $1.58M
|
81.6K
$2.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.3KNew |
$1.2M - $1.51M
|
43.3K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
43.1KNew |
$1.2M - $1.5M
|
43.1K
$1.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
40.2KNew |
$1.12M - $1.4M
|
40.2K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31.9K+ 33.76% |
$887K - $1.11M
|
126K
$4.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
30.5KNew |
$848K - $1.06M
|
30.5K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 0.63% |
$831K - $1.04M
|
4.79M
$174M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28K+ 270.58% |
$778K - $976K
|
38.4K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.1K+ 5.28% |
$753K - $944K
|
540K
$19.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$733K - $919K
|
26.4K
$955K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25.4K+ 72.82% |
$705K - $884K
|
60.2K
$2.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
24.6K+ 12.03% |
$684K - $858K
|
229K
$8.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
24.6K+ 147.08% |
$684K - $857K
|
41.3K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.1KNew |
$670K - $841K
|
24.1K
$873K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
23.6KNew |
$656K - $823K
|
23.6K
$855K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.6KNew |
$656K - $822K
|
23.6K
$854K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22.2K+ 3.07% |
$618K - $775K
|
747K
$27M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
21.6KNew |
$601K - $754K
|
21.6K
$783K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.6K+ 12.33% |
$600K - $752K
|
197K
$7.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.3K+ 28.04% |
$591K - $740K
|
97K
$3.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
19.8KNew |
$549K - $688K
|
19.8K
$715K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18.4K+ 339.04% |
$513K - $643K
|
23.9K
$865K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 3.34% |
$484K - $607K
|
539K
$19.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16.7KNew |
$464K - $581K
|
16.7K
$604K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
16.6KNew |
$461K - $578K
|
16.6K
$601K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
15KNew |
$417K - $523K
|
15K
$544K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 14.22% |
$378K - $474K
|
109K
$3.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13.4K+ 120.71% |
$372K - $467K
|
24.5K
$886K
|