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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.07K+ 8.48% |
$110K - $129K
|
52K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.03K+ 16.29% |
$109K - $128K
|
28.8K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.82K+ 15.05% |
$103K - $121K
|
29.2K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.78K+ 20.57% |
$102K - $120K
|
22.2K
$770K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
3.73K+ 4.0% |
$101K - $118K
|
97K
$3.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.61K+ 13.25% |
$97.4K - $114K
|
30.8K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.58K+ 8.91% |
$96.5K - $113K
|
43.7K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.2K+ 2.53% |
$86.5K - $102K
|
130K
$4.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.18K+ 6.84% |
$85.8K - $101K
|
49.7K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.98KNew |
$80.4K - $94.3K
|
2.98K
$103K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.98K+ 37.67% |
$80.3K - $94.3K
|
10.9K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
2.88K+ 9.29% |
$77.7K - $91.2K
|
33.9K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.77K+ 224.35% |
$74.9K - $87.9K
|
4.01K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.66KNew |
$71.9K - $84.4K
|
2.66K
$92.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.55K+ 32.05% |
$68.8K - $80.8K
|
10.5K
$365K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.43K+ 7.6% |
$65.5K - $76.9K
|
34.4K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.28KNew |
$61.5K - $72.1K
|
2.28K
$79.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.1K+ 9.33% |
$56.7K - $66.6K
|
24.6K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.01KNew |
$54.3K - $63.8K
|
2.01K
$69.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.9K+ 19.93% |
$51.4K - $60.3K
|
11.4K
$398K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.9K+ 27.88% |
$51.2K - $60.2K
|
8.71K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.87K+ 20.27% |
$50.5K - $59.3K
|
11.1K
$386K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.81K+ 2.55% |
$48.9K - $57.4K
|
73K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.69K+ 10.65% |
$45.7K - $53.6K
|
17.6K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.65K+ 0.4% |
$44.5K - $52.2K
|
413K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.57KNew |
$42.3K - $49.6K
|
1.57K
$54.4K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.51K+ 0.67% |
$40.8K - $47.9K
|
226K
$7.84M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.49K+ 3.98% |
$40.3K - $47.3K
|
38.9K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
1.38K+ 14.0% |
$37.3K - $43.8K
|
11.3K
$391K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.25K+ 96.53% |
$33.8K - $39.6K
|
2.55K
$88.5K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.24K+ 1.3% |
$33.4K - $39.2K
|
96.7K
$3.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.23K+ 33.61% |
$33.2K - $39K
|
4.89K
$170K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.2K+ 1.04% |
$32.3K - $37.9K
|
116K
$4.04M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.16K+ 0.83% |
$31.4K - $36.9K
|
141K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 5.07% |
$30.8K - $36.1K
|
23.6K
$821K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 4.82% |
$30.5K - $35.9K
|
24.6K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 1.52% |
$30.2K - $35.5K
|
74.7K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.03K+ 5.38% |
$27.9K - $32.7K
|
20.2K
$704K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
941+ 8.68% |
$25.4K - $29.8K
|
11.8K
$410K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
873+ 2.84% |
$23.6K - $27.7K
|
31.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
844+ 1.39% |
$22.8K - $26.8K
|
61.4K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
825+ 7.27% |
$22.3K - $26.2K
|
12.2K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
812+ 66.72% |
$21.9K - $25.7K
|
2.03K
$70.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
730New |
$19.7K - $23.1K
|
730
$25.4K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
670+ 3.38% |
$18.1K - $21.2K
|
20.5K
$712K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
624+ 3.21% |
$16.8K - $19.8K
|
20K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
593+ 1.08% |
$16K - $18.8K
|
55.6K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
567+ 11.63% |
$15.3K - $18K
|
5.44K
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
537+ 1.92% |
$14.5K - $17K
|
28.5K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
528+ 3.48% |
$14.3K - $16.7K
|
15.7K
$546K
|