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
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-930- 1.57% |
$32.1K - $34.7K
|
58.3K
$2.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.1K- 6.12% |
$37.9K - $40.9K
|
16.8K
$613K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.13K- 2.22% |
$39K - $42.1K
|
49.7K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.16K- 1.75% |
$40.2K - $43.4K
|
65.5K
$2.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.29K- 0.87% |
$44.7K - $48.2K
|
147K
$5.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.59K- 9.13% |
$54.7K - $59.1K
|
15.8K
$575K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.75K- 97.93% |
$60.5K - $65.4K
|
37
$1.35K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.77K- 9.79% |
$61.1K - $65.9K
|
16.3K
$595K
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.8K- 4.35% |
$62.2K - $67.1K
|
39.6K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.21K- 13.37% |
$76.2K - $82.2K
|
14.3K
$521K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.3K- 7.15% |
$79.5K - $85.8K
|
29.9K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 4.64% |
$105K - $114K
|
62.7K
$2.29M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-3.39KClosed |
$117K - $126K
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.45K- 13.14% |
$119K - $129K
|
22.8K
$832K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.45K- 17.5% |
$119K - $129K
|
16.3K
$593K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.7K- 2.54% |
$128K - $138K
|
142K
$5.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.73K- 28.76% |
$129K - $139K
|
9.24K
$337K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.77K- 5.47% |
$165K - $178K
|
82.5K
$3.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.92K- 44.46% |
$170K - $183K
|
6.14K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.41K- 29.17% |
$187K - $202K
|
13.1K
$479K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.67K- 1.72% |
$196K - $212K
|
324K
$11.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.61K- 7.79% |
$228K - $246K
|
78.2K
$2.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-8.31K- 8.97% |
$287K - $310K
|
84.3K
$3.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-10.4K- 4.87% |
$360K - $388K
|
204K
$7.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.9K- 6.58% |
$1.03M - $1.11M
|
425K
$15.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-48.5K- 60.47% |
$1.68M - $1.81M
|
31.7K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-87.3K- 20.15% |
$3.01M - $3.25M
|
346K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-112K- 90.05% |
$3.86M - $4.17M
|
12.4K
$451K
|