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
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.69% |
$54 - $63.4
|
290
$10.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.48% |
$54 - $63.4
|
422
$14.7K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.0% |
$54 - $63.4
|
44.6K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
1+ 0.01% |
$27 - $31.7
|
13.7K
$475K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$27 - $31.7
|
1.81K
$63.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-4- 2.99% |
$108 - $127
|
130
$4.52K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7- 0.03% |
$189 - $222
|
21K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-41- 0.28% |
$1.11K - $1.3K
|
14.5K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-43- 0.35% |
$1.16K - $1.36K
|
12.4K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-45- 1.14% |
$1.22K - $1.43K
|
3.9K
$136K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 9.09% |
$1.35K - $1.59K
|
500
$17.4K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 7.17% |
$2.16K - $2.54K
|
1.04K
$36K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-99- 48.06% |
$2.67K - $3.14K
|
107
$3.72K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-109- 0.9% |
$2.94K - $3.46K
|
12K
$417K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-110- 6.29% |
$2.97K - $3.49K
|
1.64K
$57K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-127- 0.29% |
$3.43K - $4.03K
|
43.7K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-138- 1.28% |
$3.73K - $4.37K
|
10.7K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-138- 0.35% |
$3.73K - $4.37K
|
38.8K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-138- 0.55% |
$3.73K - $4.37K
|
25K
$869K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-139- 0.45% |
$3.75K - $4.41K
|
30.6K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-142- 1.6% |
$3.83K - $4.5K
|
8.75K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-153- 1.1% |
$4.13K - $4.85K
|
13.7K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-185- 71.15% |
$5K - $5.86K
|
75
$2.61K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-200- 0.67% |
$5.4K - $6.34K
|
29.8K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-201- 0.66% |
$5.43K - $6.37K
|
30.4K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-231- 2.67% |
$6.24K - $7.32K
|
8.42K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-240- 0.42% |
$6.48K - $7.61K
|
57.2K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-249- 20.89% |
$6.72K - $7.89K
|
943
$32.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-253- 0.94% |
$6.83K - $8.02K
|
26.8K
$930K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-255- 3.22% |
$6.89K - $8.08K
|
7.65K
$266K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-275- 5.63% |
$7.43K - $8.72K
|
4.61K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-292- 0.03% |
$7.88K - $9.26K
|
875K
$30.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-298- 14.27% |
$8.05K - $9.45K
|
1.79K
$62.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-311- 0.53% |
$8.4K - $9.86K
|
58.7K
$2.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-312- 46.64% |
$8.42K - $9.89K
|
357
$12.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-322- 1.86% |
$8.69K - $10.2K
|
17K
$590K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-399- 1.7% |
$10.8K - $12.6K
|
23K
$801K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-405- 6.93% |
$10.9K - $12.8K
|
5.44K
$189K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-439- 4.07% |
$11.9K - $13.9K
|
10.4K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-450- 1.88% |
$12.2K - $14.3K
|
23.5K
$817K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-453- 3.79% |
$12.2K - $14.4K
|
11.5K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-464- 3.62% |
$12.5K - $14.7K
|
12.4K
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-492- 1.71% |
$13.3K - $15.6K
|
28.4K
$986K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-506- 6.49% |
$13.7K - $16K
|
7.29K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-511- 1.57% |
$13.8K - $16.2K
|
31.9K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-600- 3.02% |
$16.2K - $19K
|
19.3K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-698- 5.47% |
$18.8K - $22.1K
|
12.1K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-700- 6.61% |
$18.9K - $22.2K
|
9.9K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700- 60.87% |
$18.9K - $22.2K
|
450
$15.6K
|