Purchases and Sales Made in Q2 2025 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
67KNew |
$1.86M - $2.33M
|
67K
$2.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.3KNew |
$1.2M - $1.51M
|
43.3K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28K+ 270.58% |
$778K - $976K
|
38.4K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.39KNew |
$178K - $223K
|
6.39K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.53KNew |
$126K - $158K
|
4.53K
$158K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.61K+ 2.38% |
$100K - $126K
|
156K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 4.08% |
$42.9K - $53.7K
|
39.4K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
447+ 4.36% |
$12.4K - $15.6K
|
10.7K
$372K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
254+ 1.89% |
$7.06K - $8.85K
|
13.7K
$476K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
130+ 1.54% |
$3.61K - $4.53K
|
8.56K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
126New |
$3.5K - $4.39K
|
126
$4.38K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
38+ 0.1% |
$1.06K - $1.32K
|
36.7K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13+ 0.07% |
$361 - $453
|
17.4K
$603K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9+ 2.26% |
$250 - $314
|
407
$14.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.08K- 5.84% |
$29.9K - $37.5K
|
17.4K
$604K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.28K- 5.21% |
$63.3K - $79.4K
|
41.4K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.5K- 7.04% |
$97.1K - $122K
|
46.2K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.91K- 2.54% |
$136K - $171K
|
189K
$6.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.85K- 1.3% |
$190K - $239K
|
521K
$18.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7.54K- 2.24% |
$209K - $263K
|
329K
$11.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-12.9K- 5.67% |
$357K - $448K
|
214K
$7.44M
|