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 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
40.2KNew |
$1.12M - $1.4M
|
40.2K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31.9K+ 33.76% |
$887K - $1.11M
|
126K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.9KNew |
$859K - $1.08M
|
30.9K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
30.5KNew |
$848K - $1.06M
|
30.5K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 0.63% |
$831K - $1.04M
|
4.79M
$174M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28K+ 270.58% |
$778K - $976K
|
38.4K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.3K+ 20.4% |
$760K - $952K
|
161K
$5.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.1K+ 5.28% |
$753K - $944K
|
540K
$19.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$733K - $919K
|
26.4K
$955K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
26KNew |
$722K - $905K
|
26K
$941K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.6K+ 18.25% |
$712K - $892K
|
166K
$6M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25.4K+ 72.82% |
$705K - $884K
|
60.2K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
24.7KNew |
$686K - $860K
|
24.7K
$893K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
24.6K+ 12.03% |
$684K - $858K
|
229K
$8.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
24.6K+ 147.08% |
$684K - $857K
|
41.3K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.1KNew |
$670K - $841K
|
24.1K
$873K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
23.6KNew |
$656K - $823K
|
23.6K
$855K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.6KNew |
$656K - $822K
|
23.6K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.4K+ 32.25% |
$621K - $779K
|
91.7K
$3.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22.2K+ 3.07% |
$618K - $775K
|
747K
$27M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
21.6KNew |
$601K - $754K
|
21.6K
$783K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.6K+ 12.33% |
$600K - $752K
|
197K
$7.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.3K+ 28.04% |
$591K - $740K
|
97K
$3.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
19.8KNew |
$549K - $688K
|
19.8K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
19.4K+ 72.43% |
$539K - $676K
|
46.2K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18.4K+ 339.04% |
$513K - $643K
|
23.9K
$865K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 3.34% |
$484K - $607K
|
539K
$19.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16.7KNew |
$464K - $581K
|
16.7K
$604K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
16.6KNew |
$461K - $578K
|
16.6K
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16.4K+ 21.58% |
$456K - $572K
|
92.5K
$3.35M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
16.3K+ 135.12% |
$453K - $568K
|
28.4K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.2K+ 33.81% |
$450K - $565K
|
64.1K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 155.89% |
$434K - $544K
|
25.6K
$927K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
15KNew |
$417K - $523K
|
15K
$544K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
14.1KNew |
$392K - $492K
|
14.1K
$511K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 14.22% |
$378K - $474K
|
109K
$3.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13.4K+ 76.32% |
$373K - $467K
|
31K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13.4K+ 120.71% |
$372K - $467K
|
24.5K
$886K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.3K+ 52.3% |
$343K - $430K
|
36K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$337K - $423K
|
12.1K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
11.9KNew |
$331K - $415K
|
11.9K
$431K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11.4K+ 446.25% |
$316K - $396K
|
13.9K
$503K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.2K+ 4.81% |
$312K - $391K
|
245K
$8.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
11.2K+ 26.32% |
$310K - $389K
|
53.5K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
11KNew |
$305K - $382K
|
11K
$397K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.8K+ 15.8% |
$300K - $376K
|
79.1K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.8K+ 79.78% |
$299K - $375K
|
24.2K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.5K+ 33.15% |
$292K - $366K
|
42.2K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.4KNew |
$289K - $363K
|
10.4K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
10.4K+ 4.48% |
$288K - $361K
|
242K
$8.74M
|