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 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
508+ 0.58% |
$13.7K - $16.1K
|
87.6K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
508+ 0.6% |
$13.7K - $16.1K
|
84.8K
$2.95M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
503+ 67.79% |
$13.6K - $15.9K
|
1.25K
$43.3K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500+ 6.11% |
$13.5K - $15.9K
|
8.68K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
486+ 1.3% |
$13.1K - $15.4K
|
37.8K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
450+ 5.07% |
$12.2K - $14.3K
|
9.32K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
423+ 2.37% |
$11.4K - $13.4K
|
18.3K
$636K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
416+ 1.15% |
$11.2K - $13.2K
|
36.7K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
393+ 2.69% |
$10.6K - $12.5K
|
15K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
375+ 2.19% |
$10.1K - $11.9K
|
17.5K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
327+ 3.95% |
$8.83K - $10.4K
|
8.6K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
254+ 2.42% |
$6.86K - $8.05K
|
10.7K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
252+ 1.07% |
$6.8K - $7.99K
|
23.8K
$826K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
235+ 2.66% |
$6.35K - $7.45K
|
9.07K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
230+ 0.02% |
$6.21K - $7.29K
|
1.23M
$42.9M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
219+ 10.25% |
$5.91K - $6.94K
|
2.36K
$81.9K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
190+ 3.34% |
$5.13K - $6.02K
|
5.88K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$5.13K - $6.02K
|
190
$6.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
177+ 1.88% |
$4.78K - $5.61K
|
9.61K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
170+ 0.93% |
$4.59K - $5.39K
|
18.5K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
149+ 1.72% |
$4.02K - $4.72K
|
8.79K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
146+ 21.92% |
$3.94K - $4.63K
|
812
$28.2K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
144+ 0.11% |
$3.89K - $4.56K
|
128K
$4.44M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
141New |
$3.81K - $4.47K
|
141
$4.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
122+ 1.2% |
$3.29K - $3.87K
|
10.3K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
120+ 5.34% |
$3.24K - $3.8K
|
2.37K
$82.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
105+ 0.68% |
$2.84K - $3.33K
|
15.5K
$538K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
104+ 0.78% |
$2.81K - $3.3K
|
13.5K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
83+ 0.54% |
$2.24K - $2.63K
|
15.5K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
83+ 0.44% |
$2.24K - $2.63K
|
19.1K
$664K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
78+ 487.5% |
$2.11K - $2.47K
|
94
$3.27K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
74+ 0.29% |
$2K - $2.35K
|
25.7K
$892K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
58+ 0.57% |
$1.57K - $1.84K
|
10.3K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
54+ 0.33% |
$1.46K - $1.71K
|
16.3K
$567K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
54+ 0.18% |
$1.46K - $1.71K
|
30.4K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
51+ 0.54% |
$1.38K - $1.62K
|
9.43K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
43+ 0.31% |
$1.16K - $1.36K
|
13.8K
$479K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.3% |
$972 - $1.14K
|
11.9K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
20+ 0.06% |
$540 - $634
|
34.7K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 0.09% |
$351 - $412
|
14K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
13+ 0.1% |
$351 - $412
|
13.4K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.34% |
$270 - $317
|
2.98K
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.13% |
$189 - $222
|
5.19K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.04% |
$162 - $190
|
13.4K
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.56% |
$162 - $190
|
1.07K
$37.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.61% |
$162 - $190
|
985
$34.2K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 0.12% |
$135 - $159
|
4.03K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5+ 0.03% |
$135 - $159
|
15.6K
$542K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.76% |
$81 - $95.1
|
398
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3+ 0.45% |
$81 - $95.1
|
666
$23.2K
|