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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8.2M+ 3243.64% |
$228M - $286M
|
8.45M
$306M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.7M+ 15.84% |
$47.2M - $59.1M
|
12.4M
$449M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07M+ 39.67% |
$29.7M - $37.2M
|
3.76M
$136M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
749KNew |
$20.8M - $26.1M
|
749K
$27.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
392K+ 2535.6% |
$10.9M - $13.7M
|
408K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
392K+ 31.78% |
$10.9M - $13.7M
|
1.63M
$58.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
388KNew |
$10.8M - $13.5M
|
388K
$14.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
373KNew |
$10.4M - $13M
|
373K
$13.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
371KNew |
$10.3M - $12.9M
|
371K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
348K+ 19.75% |
$9.67M - $12.1M
|
2.11M
$76.3M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
321KNew |
$8.93M - $11.2M
|
321K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
321K+ 77.79% |
$8.91M - $11.2M
|
733K
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
300K+ 210.72% |
$8.34M - $10.5M
|
442K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
264KNew |
$7.33M - $9.19M
|
264K
$9.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
246K+ 9.23% |
$6.83M - $8.56M
|
2.91M
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
220KNew |
$6.11M - $7.66M
|
220K
$7.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
196K+ 296.64% |
$5.45M - $6.83M
|
262K
$9.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
193K+ 11.16% |
$5.36M - $6.71M
|
1.92M
$69.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
180K+ 31.28% |
$5.01M - $6.28M
|
756K
$27.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
174K+ 66.92% |
$4.82M - $6.05M
|
433K
$15.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
158K+ 173.39% |
$4.4M - $5.51M
|
249K
$9.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
153K+ 460.24% |
$4.24M - $5.32M
|
186K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
152K+ 5.65% |
$4.22M - $5.29M
|
2.83M
$103M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149K+ 15.02% |
$4.14M - $5.19M
|
1.14M
$41.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
141K+ 11.21% |
$3.93M - $4.93M
|
1.4M
$50.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
124KNew |
$3.45M - $4.33M
|
124K
$4.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
114K+ 45.46% |
$3.16M - $3.96M
|
364K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
111KNew |
$3.08M - $3.86M
|
111K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
100K+ 519.48% |
$2.78M - $3.48M
|
119K
$4.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
93.2KNew |
$2.59M - $3.25M
|
93.2K
$3.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
82.6K+ 4521.85% |
$2.29M - $2.88M
|
84.4K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
79.7K+ 76.24% |
$2.21M - $2.78M
|
184K
$6.66M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
79.2K+ 27.42% |
$2.2M - $2.76M
|
368K
$13.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
77.2K+ 2595.5% |
$2.15M - $2.69M
|
80.2K
$2.9M
|
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
76KNew |
$2.11M - $2.65M
|
76K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
74.8K+ 31.89% |
$2.08M - $2.61M
|
309K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
71.8KNew |
$2M - $2.5M
|
71.8K
$2.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
69.5K+ 19.51% |
$1.93M - $2.42M
|
426K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
67KNew |
$1.86M - $2.33M
|
67K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.5K+ 41.72% |
$1.63M - $2.04M
|
199K
$7.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.5K+ 0.84% |
$1.62M - $2.04M
|
7.02M
$254M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51.4K+ 232.0% |
$1.43M - $1.79M
|
73.6K
$2.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
50.9KNew |
$1.41M - $1.77M
|
50.9K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49K+ 654.53% |
$1.36M - $1.71M
|
56.5K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.1K+ 10.54% |
$1.34M - $1.68M
|
504K
$18.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
45.2K+ 124.45% |
$1.26M - $1.58M
|
81.6K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.7K+ 1.12% |
$1.21M - $1.52M
|
3.95M
$143M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.3KNew |
$1.2M - $1.51M
|
43.3K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
43.1KNew |
$1.2M - $1.5M
|
43.1K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
41.9K+ 23.56% |
$1.16M - $1.46M
|
220K
$7.95M
|