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 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-702- 0.38% |
$19K - $22.3K
|
182K
$6.32M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-706- 12.63% |
$19.1K - $22.4K
|
4.89K
$170K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-706- 6.39% |
$19.1K - $22.4K
|
10.3K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-711- 6.63% |
$19.2K - $22.5K
|
10K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-745- 3.88% |
$20.1K - $23.6K
|
18.5K
$641K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-785- 1.98% |
$21.2K - $24.9K
|
38.9K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-809- 3.77% |
$21.8K - $25.6K
|
20.7K
$719K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-817- 9.91% |
$22.1K - $25.9K
|
7.43K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-833- 3.07% |
$22.5K - $26.4K
|
26.3K
$913K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-836- 1.11% |
$22.6K - $26.5K
|
74.2K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-912- 54.74% |
$24.6K - $28.9K
|
754
$26.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-914- 7.45% |
$24.7K - $29K
|
11.4K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-969- 10.81% |
$26.2K - $30.7K
|
8K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-985- 2.74% |
$26.6K - $31.2K
|
34.9K
$1.21M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-999- 8.48% |
$27K - $31.7K
|
10.8K
$375K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.06K- 1.6% |
$28.6K - $33.6K
|
65.3K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 1.45% |
$29K - $34K
|
72.9K
$2.53M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.65% |
$29.8K - $35K
|
65.8K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 5.14% |
$31.2K - $36.6K
|
21.3K
$742K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.16K- 7.34% |
$31.4K - $36.9K
|
14.7K
$510K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.22K- 6.46% |
$32.8K - $38.5K
|
17.6K
$612K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.27K- 6.24% |
$34.3K - $40.3K
|
19.1K
$664K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.3K- 5.53% |
$35.1K - $41.2K
|
22.2K
$772K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.31K- 9.31% |
$35.5K - $41.7K
|
12.8K
$445K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-1.37K- 3.65% |
$36.9K - $43.3K
|
36K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.43K- 7.54% |
$38.6K - $45.3K
|
17.5K
$609K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 8.48% |
$40.2K - $47.2K
|
16.1K
$559K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.49K- 0.99% |
$40.3K - $47.4K
|
150K
$5.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.56K- 17.91% |
$42.2K - $49.5K
|
7.16K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.58K- 2.39% |
$42.6K - $50K
|
64.5K
$2.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 8.35% |
$42.7K - $50.1K
|
17.3K
$603K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.59K- 13.77% |
$42.9K - $50.3K
|
9.95K
$346K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.6K- 14.5% |
$43.1K - $50.6K
|
9.41K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 19.31% |
$46.1K - $54.2K
|
7.14K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.74K- 32.23% |
$46.9K - $55.1K
|
3.65K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 7.54% |
$47.3K - $55.5K
|
21.5K
$746K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.83K- 50.0% |
$49.3K - $57.9K
|
1.83K
$63.5K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.93K- 5.49% |
$52K - $61.1K
|
33.2K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.93K- 4.13% |
$52.1K - $61.2K
|
44.8K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.06K- 10.4% |
$55.6K - $65.3K
|
17.8K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.17K- 17.29% |
$58.6K - $68.8K
|
10.4K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-2.3K- 21.8% |
$62.1K - $72.9K
|
8.25K
$287K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.31K- 3.52% |
$62.3K - $73.1K
|
63.2K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.4K- 16.56% |
$64.7K - $76K
|
12.1K
$420K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.4K- 18.85% |
$64.7K - $76K
|
10.3K
$359K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.46K- 6.41% |
$66.5K - $78.1K
|
36K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.7K- 4.7% |
$73K - $85.7K
|
54.8K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 7.14% |
$75.1K - $88.2K
|
36.2K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.9K- 21.44% |
$78.3K - $91.9K
|
10.6K
$369K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.09K- 10.9% |
$83.4K - $97.9K
|
25.3K
$878K
|