Purchases and Sales Made in Q3 2025 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 17.81% |
$4.51M - $4.86M
|
863K
$31.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
105K+ 33.86% |
$3.62M - $3.9M
|
414K
$15.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
85.7KNew |
$2.96M - $3.2M
|
85.7K
$3.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
44.8K+ 12.32% |
$1.55M - $1.67M
|
408K
$14.9M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
39.7KNew |
$1.37M - $1.48M
|
39.7K
$1.45M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
38.1K+ 53.07% |
$1.32M - $1.42M
|
110K
$4.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
30.3KNew |
$1.05M - $1.13M
|
30.3K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21.9K+ 11.88% |
$756K - $816K
|
206K
$7.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.6K+ 8.27% |
$713K - $769K
|
270K
$9.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17.1K+ 70.78% |
$590K - $637K
|
41.2K
$1.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.5K+ 6.83% |
$570K - $615K
|
258K
$9.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
14.6K+ 13.16% |
$504K - $544K
|
125K
$4.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.5K+ 38.22% |
$399K - $430K
|
41.8K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.3K+ 226.07% |
$354K - $382K
|
14.8K
$539K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.79K+ 9.21% |
$304K - $328K
|
104K
$3.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.97K+ 5.12% |
$275K - $297K
|
164K
$5.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
7.18KNew |
$248K - $268K
|
7.18K
$262K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.54K+ 46.32% |
$226K - $244K
|
20.7K
$754K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
6.2KNew |
$214K - $231K
|
6.2K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.78KNew |
$200K - $215K
|
5.78K
$211K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.15K+ 20.06% |
$143K - $155K
|
24.9K
$907K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.14K+ 34.12% |
$143K - $154K
|
16.3K
$594K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.75K+ 9.79% |
$130K - $140K
|
42.1K
$1.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.5KNew |
$121K - $131K
|
3.5K
$128K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.11K+ 23.73% |
$107K - $116K
|
16.2K
$591K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.78K+ 53.61% |
$96K - $104K
|
7.96K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.59K+ 6.41% |
$89.5K - $96.6K
|
43K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.41K+ 9.9% |
$83.2K - $89.8K
|
26.8K
$976K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.06K+ 4.46% |
$71.2K - $76.8K
|
48.2K
$1.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.02K+ 11.92% |
$69.9K - $75.4K
|
19K
$693K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1.48KNew |
$50.9K - $55K
|
1.48K
$53.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.15K+ 2.44% |
$39.7K - $42.9K
|
48.2K
$1.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.14K+ 11.02% |
$39.3K - $42.4K
|
11.5K
$418K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.05K+ 3.61% |
$36.3K - $39.2K
|
30.2K
$1.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
988New |
$34.1K - $36.8K
|
988
$36K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
964+ 8.25% |
$33.3K - $35.9K
|
12.6K
$461K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
909+ 1.05% |
$31.4K - $33.9K
|
87.7K
$3.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
769+ 3.21% |
$26.6K - $28.7K
|
24.7K
$901K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
736+ 16.03% |
$25.4K - $27.4K
|
5.33K
$194K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
631+ 0.2% |
$21.8K - $23.5K
|
315K
$11.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
586+ 1.49% |
$20.2K - $21.8K
|
40K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
524+ 4.3% |
$18.1K - $19.5K
|
12.7K
$463K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
522+ 1.55% |
$18K - $19.5K
|
34.1K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
504+ 7.96% |
$17.4K - $18.8K
|
6.83K
$249K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
501New |
$17.3K - $18.7K
|
501
$18.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
489+ 2.42% |
$16.9K - $18.2K
|
20.7K
$756K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
438+ 0.74% |
$15.1K - $16.3K
|
59.5K
$2.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
417+ 3.5% |
$14.4K - $15.5K
|
12.3K
$450K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
320+ 2.13% |
$11.1K - $11.9K
|
15.4K
$561K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
266+ 0.48% |
$9.19K - $9.92K
|
56.1K
$2.04M
|