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 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.45K+ 27.34% |
$124K - $155K
|
20.7K
$751K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.31K+ 1.71% |
$120K - $150K
|
256K
$9.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
4.29K+ 46.54% |
$119K - $150K
|
13.5K
$489K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.18K+ 13.08% |
$116K - $146K
|
36.1K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.89K+ 1.6% |
$108K - $135K
|
247K
$8.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.75K+ 8.97% |
$104K - $131K
|
45.6K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.74K+ 2.58% |
$104K - $130K
|
148K
$5.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.69K+ 39.56% |
$102K - $128K
|
13K
$471K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.61K+ 2.38% |
$100K - $126K
|
156K
$5.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.36K+ 16.62% |
$93.5K - $117K
|
23.6K
$854K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.27K+ 8.41% |
$91K - $114K
|
42.2K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.2K+ 3.34% |
$88.9K - $111K
|
98.8K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.06K+ 0.96% |
$85.1K - $107K
|
321K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.01K+ 6.29% |
$83.5K - $105K
|
50.8K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.86K+ 3.96% |
$79.5K - $99.6K
|
75K
$2.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.81K+ 9.11% |
$78.1K - $97.9K
|
33.6K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.74K+ 26.44% |
$76.1K - $95.4K
|
13.1K
$474K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.66K+ 4.33% |
$74K - $92.8K
|
64.2K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.6K+ 7.23% |
$72.3K - $90.6K
|
38.6K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
2.54K+ 2.62% |
$70.7K - $88.6K
|
99.5K
$3.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.4K+ 27.12% |
$66.7K - $83.6K
|
11.3K
$407K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 21.79% |
$64.5K - $80.9K
|
13K
$470K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.2K+ 1.22% |
$61.1K - $76.6K
|
182K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.17KNew |
$60.4K - $75.7K
|
2.17K
$78.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.16K+ 14.43% |
$60.1K - $75.3K
|
17.1K
$621K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.12K+ 17.15% |
$58.9K - $73.9K
|
14.5K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.06K+ 11.6% |
$57.3K - $71.8K
|
19.8K
$718K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2KNew |
$55.6K - $69.7K
|
2K
$72.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.97K+ 2.25% |
$54.7K - $68.6K
|
89.6K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.97K+ 2.32% |
$54.7K - $68.6K
|
86.7K
$3.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.9KNew |
$52.8K - $66.2K
|
1.9K
$68.7K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.88K+ 2.88% |
$52.3K - $65.6K
|
67.2K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.84K+ 20.22% |
$51K - $63.9K
|
10.9K
$395K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.74K+ 4.51% |
$48.5K - $60.8K
|
40.4K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.69KNew |
$46.9K - $58.8K
|
1.69K
$61.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.64KNew |
$45.5K - $57K
|
1.64K
$59.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.6K+ 9.93% |
$44.5K - $55.7K
|
17.7K
$641K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.57K+ 18.57% |
$43.7K - $54.8K
|
10K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.55K+ 2.12% |
$43K - $54K
|
74.6K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 4.08% |
$42.9K - $53.7K
|
39.4K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52K+ 7.08% |
$42.2K - $53K
|
23K
$831K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$41.7K - $52.3K
|
1.5K
$54.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.5K+ 0.68% |
$41.6K - $52.2K
|
223K
$8.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.46K+ 16.74% |
$40.7K - $51K
|
10.2K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.44K+ 16.34% |
$39.9K - $50K
|
10.2K
$370K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.3K+ 3.61% |
$36.1K - $45.3K
|
37.3K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.21K+ 6.88% |
$33.6K - $42.1K
|
18.8K
$679K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 11.14% |
$33.3K - $41.7K
|
11.9K
$432K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.18K+ 22.76% |
$32.8K - $41.2K
|
6.38K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.1KNew |
$30.6K - $38.3K
|
1.1K
$39.8K
|