Purchases and Sales Made in Q1 2025 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
15.3K+ 56.02% |
$412K - $484K
|
42.5K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$411K - $483K
|
15.2K
$529K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.8K+ 2.05% |
$372K - $436K
|
686K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
13.5K+ 57.45% |
$365K - $428K
|
37K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 2.79% |
$345K - $405K
|
471K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
12.4K+ 15.13% |
$335K - $394K
|
94.5K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$331K - $389K
|
12.3K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
12.2K+ 4.44% |
$330K - $387K
|
287K
$9.98M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.9K+ 2.37% |
$321K - $377K
|
513K
$17.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.7K+ 50.67% |
$316K - $372K
|
34.9K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11K+ 1.54% |
$296K - $348K
|
724K
$25.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.1KNew |
$272K - $320K
|
10.1K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$271K - $319K
|
10.1K
$349K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.95K+ 3.99% |
$269K - $316K
|
259K
$9.02M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.5K+ 2.36% |
$257K - $301K
|
412K
$14.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.27K+ 231.75% |
$250K - $294K
|
13.3K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
9.22KNew |
$249K - $292K
|
9.22K
$321K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
8.96KNew |
$242K - $284K
|
8.96K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
8.86K+ 4.02% |
$239K - $281K
|
229K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
8.78K+ 13.43% |
$237K - $278K
|
74.2K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.48KNew |
$229K - $269K
|
8.48K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.87K+ 4.24% |
$213K - $250K
|
193K
$6.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.81KNew |
$211K - $248K
|
7.81K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
7.8K+ 378.64% |
$211K - $247K
|
9.86K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.77K+ 12.83% |
$210K - $246K
|
68.3K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.62K+ 6.4% |
$206K - $242K
|
127K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.53KNew |
$203K - $239K
|
7.53K
$262K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.28KNew |
$196K - $231K
|
7.28K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.2KNew |
$194K - $228K
|
7.2K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.15K+ 22.01% |
$193K - $227K
|
39.6K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.03KNew |
$190K - $223K
|
7.03K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.02KNew |
$189K - $222K
|
7.02K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6.97K+ 7.72% |
$188K - $221K
|
97.2K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.89K+ 73.31% |
$186K - $218K
|
16.3K
$566K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.76KNew |
$182K - $214K
|
6.76K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
6.74KNew |
$182K - $214K
|
6.74K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
6.73KNew |
$182K - $213K
|
6.73K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.64KNew |
$179K - $211K
|
6.64K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.56KNew |
$177K - $208K
|
6.56K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.46KNew |
$174K - $205K
|
6.46K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.29K+ 157300.0% |
$170K - $199K
|
6.3K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6.19K+ 30.07% |
$167K - $196K
|
26.8K
$931K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.71K+ 4.56% |
$154K - $181K
|
131K
$4.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.53K+ 6.45% |
$149K - $175K
|
91.2K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.25K+ 18.71% |
$142K - $167K
|
33.3K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.91K+ 11.47% |
$133K - $156K
|
47.8K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4.71KNew |
$127K - $149K
|
4.71K
$164K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.45K+ 18.81% |
$120K - $141K
|
28.1K
$977K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.43K+ 493.87% |
$120K - $140K
|
5.33K
$185K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.11KNew |
$111K - $130K
|
4.11K
$143K
|