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 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.1KNew |
$281K - $353K
|
10.1K
$366K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
9.84K+ 90.46% |
$273K - $343K
|
20.7K
$749K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.22K+ 2.24% |
$256K - $321K
|
421K
$15.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.16K+ 117.2% |
$254K - $319K
|
17K
$614K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.02K+ 2.96% |
$251K - $314K
|
314K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.99K+ 12.6% |
$250K - $313K
|
80.3K
$2.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
8.88K+ 52.25% |
$247K - $309K
|
25.9K
$937K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.7KNew |
$242K - $303K
|
8.7K
$315K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.66KNew |
$241K - $302K
|
8.66K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
8.65K+ 114.92% |
$240K - $301K
|
16.2K
$585K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.59KNew |
$239K - $299K
|
8.59K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
8.49K+ 0.73% |
$236K - $296K
|
1.17M
$42.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.34KNew |
$232K - $290K
|
8.34K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.22K+ 32.87% |
$228K - $286K
|
33.2K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.94K+ 56.89% |
$221K - $277K
|
21.9K
$792K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
7.87KNew |
$219K - $274K
|
7.87K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
BUY
|
- |
7.17KNew |
$199K - $250K
|
7.17K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.09KNew |
$197K - $247K
|
7.09K
$257K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
7.08K+ 5.0% |
$197K - $246K
|
149K
$5.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6.91K+ 20.74% |
$192K - $241K
|
40.2K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.8KNew |
$189K - $237K
|
6.8K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.51KNew |
$181K - $227K
|
6.51K
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
6.4KNew |
$178K - $223K
|
6.4K
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.39KNew |
$178K - $223K
|
6.39K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
6.35KNew |
$177K - $221K
|
6.35K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6.33KNew |
$176K - $220K
|
6.33K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.32KNew |
$176K - $220K
|
6.32K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
6.3KNew |
$175K - $219K
|
6.3K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.29KNew |
$175K - $219K
|
6.29K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
6.29KNew |
$175K - $219K
|
6.29K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6.26KNew |
$174K - $218K
|
6.26K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.26KNew |
$174K - $218K
|
6.26K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.23KNew |
$173K - $217K
|
6.23K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
6.22KNew |
$173K - $217K
|
6.22K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
6.22KNew |
$173K - $217K
|
6.22K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
6.17KNew |
$171K - $215K
|
6.17K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.14KNew |
$171K - $214K
|
6.14K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.14KNew |
$171K - $214K
|
6.14K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.11KNew |
$170K - $213K
|
6.11K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.84KNew |
$162K - $204K
|
5.84K
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.82KNew |
$162K - $203K
|
5.82K
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.68K+ 63.4% |
$158K - $198K
|
14.6K
$530K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.25K+ 4.87% |
$146K - $183K
|
113K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5K+ 19.99% |
$139K - $174K
|
30K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 100.0% |
$137K - $172K
|
9.88K
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.91K+ 25.26% |
$136K - $171K
|
24.3K
$881K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.87K+ 7.7% |
$135K - $169K
|
68.1K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.86KNew |
$135K - $169K
|
4.86K
$176K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
4.55K+ 10.7% |
$127K - $159K
|
47.1K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.53KNew |
$126K - $158K
|
4.53K
$164K
|