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 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.42K- 1.34% |
$92.3K - $108K
|
252K
$8.75M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.46K- 3.5% |
$93.5K - $110K
|
95.6K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-3.52K- 2.46% |
$94.9K - $111K
|
139K
$4.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.73K- 19.31% |
$101K - $118K
|
15.6K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 7.87% |
$111K - $130K
|
47.9K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.36K- 4.41% |
$118K - $138K
|
94.5K
$3.29M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.43K- 1.79% |
$120K - $140K
|
243K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.69K- 6.34% |
$127K - $149K
|
69.3K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.05K- 24.78% |
$136K - $160K
|
15.3K
$533K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.35K- 2.88% |
$145K - $170K
|
180K
$6.27M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.71K- 12.55% |
$154K - $181K
|
39.8K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.07K- 37.49% |
$164K - $192K
|
10.1K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.5K- 22.28% |
$176K - $206K
|
22.7K
$788K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.56K- 1.82% |
$177K - $208K
|
354K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.69K- 9.19% |
$181K - $212K
|
66.1K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.82K- 5.25% |
$184K - $216K
|
123K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.94KClosed |
$187K - $220K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.37K- 51.91% |
$199K - $234K
|
6.83K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-9.43K- 15.41% |
$255K - $299K
|
51.8K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-9.76K- 12.55% |
$264K - $309K
|
68K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10.1K- 27.53% |
$272K - $320K
|
26.5K
$922K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 22.49% |
$299K - $351K
|
38.1K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.7K- 13.97% |
$316K - $372K
|
72.1K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-12.3K- 1.23% |
$333K - $390K
|
986K
$34.3M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-12.6K- 55.3% |
$339K - $398K
|
10.1K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-13K- 14.61% |
$351K - $413K
|
76.1K
$2.64M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.6K- 55.1% |
$366K - $430K
|
11K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-13.9K- 26.09% |
$375K - $441K
|
39.4K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.3K- 25.41% |
$387K - $455K
|
42.1K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-15.6K- 44.47% |
$420K - $493K
|
19.4K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.1K- 7.18% |
$462K - $543K
|
221K
$7.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-17.3K- 34.21% |
$466K - $547K
|
33.2K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-17.3K- 4.89% |
$468K - $550K
|
337K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-17.5K- 11.0% |
$472K - $555K
|
142K
$4.92M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17.9K- 29.93% |
$482K - $566K
|
41.8K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-20.4K- 96.78% |
$551K - $647K
|
680
$23.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-21.9K- 1.25% |
$591K - $694K
|
1.73M
$60M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.9K- 0.81% |
$592K - $695K
|
2.68M
$93.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-22.9K- 11.38% |
$617K - $724K
|
178K
$6.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-23K- 4.18% |
$622K - $730K
|
528K
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.6K- 21.09% |
$690K - $811K
|
95.7K
$3.33M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25.8K- 18.68% |
$697K - $819K
|
112K
$3.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-28.1K- 23.28% |
$758K - $890K
|
92.5K
$3.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-29.1K- 11.05% |
$787K - $924K
|
234K
$8.15M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33.6K- 5.51% |
$907K - $1.07M
|
576K
$20M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-34.5K- 3.74% |
$931K - $1.09M
|
888K
$30.9M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-34.5K- 35.94% |
$932K - $1.09M
|
61.5K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-34.7K- 38.81% |
$936K - $1.1M
|
54.6K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-48.9K- 17.72% |
$1.32M - $1.55M
|
227K
$7.89M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-65.9K- 79.4% |
$1.78M - $2.09M
|
17.1K
$594K
|