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 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
430+ 1.82% |
$14.9K - $16K
|
24K
$877K
|
|
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
146+ 36.5% |
$5.04K - $5.44K
|
546
$19.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
128+ 0.61% |
$4.42K - $4.77K
|
21.2K
$773K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
115+ 10.45% |
$3.97K - $4.29K
|
1.22K
$44.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
103+ 0.98% |
$3.56K - $3.84K
|
10.6K
$386K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
67+ 0.24% |
$2.31K - $2.5K
|
27.9K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
55+ 0.25% |
$1.9K - $2.05K
|
22.4K
$817K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
47+ 0.55% |
$1.62K - $1.75K
|
8.61K
$314K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
38+ 0.62% |
$1.31K - $1.42K
|
6.2K
$226K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
30+ 0.28% |
$1.04K - $1.12K
|
10.9K
$397K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.27% |
$587 - $634
|
6.39K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 0.96% |
$449 - $485
|
1.37K
$49.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.06% |
$449 - $485
|
22.2K
$810K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 1.09% |
$380 - $410
|
1.02K
$37.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 0.07% |
$345 - $373
|
13.5K
$491K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
8+ 0.03% |
$276 - $298
|
23.9K
$870K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.04% |
$242 - $261
|
16.7K
$609K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
7+ 0.05% |
$242 - $261
|
15K
$548K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.04% |
$138 - $149
|
9.34K
$341K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$34.5 - $37.3
|
1.82K
$66.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-12- 0.02% |
$414 - $447
|
61.9K
$2.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-32- 0.84% |
$1.11K - $1.19K
|
3.78K
$138K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-72- 0.6% |
$2.49K - $2.68K
|
11.9K
$435K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-110- 0.35% |
$3.8K - $4.1K
|
31.5K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-113- 0.64% |
$3.9K - $4.21K
|
17.6K
$641K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-115- 0.31% |
$3.97K - $4.29K
|
36.6K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-128- 0.31% |
$4.42K - $4.77K
|
41.8K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-135- 1.88% |
$4.66K - $5.03K
|
7.04K
$257K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-137- 1.92% |
$4.73K - $5.11K
|
7.02K
$256K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-151- 6.52% |
$5.22K - $5.63K
|
2.17K
$79K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-152- 0.44% |
$5.25K - $5.67K
|
34.4K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-153- 0.93% |
$5.28K - $5.7K
|
16.2K
$592K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-223- 20.38% |
$7.7K - $8.31K
|
871
$31.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-288- 0.5% |
$9.95K - $10.7K
|
57.1K
$2.08M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-290- 2.52% |
$10K - $10.8K
|
11.2K
$409K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-305- 0.17% |
$10.5K - $11.4K
|
182K
$6.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-330- 1.9% |
$11.4K - $12.3K
|
17K
$622K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-382- 2.53% |
$13.2K - $14.2K
|
14.7K
$537K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-401- 4.99% |
$13.9K - $14.9K
|
7.63K
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-422- 1.61% |
$14.6K - $15.7K
|
25.8K
$941K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-490- 2.11% |
$16.9K - $18.3K
|
22.7K
$829K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-500- 6.67% |
$17.3K - $18.6K
|
7K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-531- 11.61% |
$18.3K - $19.8K
|
4.04K
$147K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-623- 3.05% |
$21.5K - $23.2K
|
19.8K
$722K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-710- 2.11% |
$24.5K - $26.5K
|
32.9K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-845- 0.61% |
$29.2K - $31.5K
|
137K
$4.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-900- 71.32% |
$31.1K - $33.6K
|
362
$13.2K
|