Purchases and Sales Made in Q2 2025 in T Rowe Price Exchange Traded F (TDVG)
This table provides information about the institutional ownership of T Rowe Price Exchange Traded F (TDVG) during Q2 2025. The information is specifically focused on institutions that hold shares of T ROWE PRICE EXCHANGE TRADED F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
145KNew |
$5.23M - $6.14M
|
145K
$6.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 30.99% |
$618K - $725K
|
72.3K
$3.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15.2K+ 264.13% |
$550K - $645K
|
21K
$904K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
13.7K+ 125.57% |
$494K - $579K
|
24.5K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.11KNew |
$293K - $344K
|
8.11K
$350K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.49K+ 224.21% |
$234K - $275K
|
9.39K
$405K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.25KNew |
$190K - $222K
|
5.25K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.2KNew |
$188K - $220K
|
5.2K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.14K+ 18.59% |
$114K - $133K
|
20.1K
$865K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.81K+ 44.05% |
$102K - $119K
|
9.2K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
791New |
$28.6K - $33.5K
|
791
$34.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
327+ 1.54% |
$11.8K - $13.9K
|
21.6K
$930K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
261+ 0.99% |
$9.43K - $11.1K
|
26.6K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
253+ 0.27% |
$9.14K - $10.7K
|
92.6K
$3.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
159+ 1.76% |
$5.74K - $6.74K
|
9.19K
$396K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
25+ 0.49% |
$903 - $1.06K
|
5.13K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.0% |
$72.2 - $84.8
|
43.9K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.21% |
$72.2 - $84.8
|
950
$41K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-164- 0.85% |
$5.92K - $6.95K
|
19.1K
$822K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-309- 5.07% |
$11.2K - $13.1K
|
5.78K
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-649- 9.07% |
$23.4K - $27.5K
|
6.51K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.45K- 51.38% |
$52.5K - $61.6K
|
1.38K
$59.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.46K- 1.07% |
$125K - $146K
|
318K
$13.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-4.8K- 10.12% |
$173K - $203K
|
42.6K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18.1K- 5.17% |
$654K - $768K
|
332K
$14.3M
|