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
|
Stephens Inc
|
BUY
|
- |
997+ 1.82% |
$27.7K - $34.7K
|
55.8K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
976+ 14.89% |
$27.1K - $34K
|
7.53K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
917+ 10.53% |
$25.5K - $31.9K
|
9.62K
$348K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
910+ 5.8% |
$25.3K - $31.7K
|
16.6K
$601K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
890+ 4.82% |
$24.7K - $31K
|
19.4K
$701K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
864+ 2.84% |
$24K - $30.1K
|
31.3K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
848+ 9.0% |
$23.6K - $29.5K
|
10.3K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
684+ 6.59% |
$19K - $23.8K
|
11.1K
$400K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
632+ 2.22% |
$17.6K - $22K
|
29.1K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
624+ 1.12% |
$17.3K - $21.7K
|
56.2K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600New |
$16.7K - $20.9K
|
600
$21.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
600+ 2.06% |
$16.7K - $20.9K
|
29.8K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
580+ 2.83% |
$16.1K - $20.2K
|
21.1K
$762K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
557+ 0.91% |
$15.5K - $19.4K
|
61.9K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
547New |
$15.2K - $19.1K
|
547
$19.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
543+ 66.87% |
$15.1K - $18.9K
|
1.36K
$49K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
540+ 2.1% |
$15K - $18.8K
|
26.2K
$948K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
528+ 7.51% |
$14.7K - $18.4K
|
7.56K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
447+ 4.36% |
$12.4K - $15.6K
|
10.7K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
420+ 2.69% |
$11.7K - $14.6K
|
16K
$580K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
396+ 5.86% |
$11K - $13.8K
|
7.15K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
384+ 3.86% |
$10.7K - $13.4K
|
10.3K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
376+ 0.39% |
$10.4K - $13.1K
|
97.6K
$3.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
348+ 0.59% |
$9.67K - $12.1K
|
59.1K
$2.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
340+ 1.38% |
$9.45K - $11.8K
|
25K
$904K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
300+ 44.12% |
$8.34K - $10.5K
|
980
$35.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
293+ 3.38% |
$8.14K - $10.2K
|
8.97K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
292+ 5.97% |
$8.11K - $10.2K
|
5.18K
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
288+ 2.33% |
$8K - $10K
|
12.7K
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
257+ 1.77% |
$7.14K - $8.95K
|
14.8K
$536K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
254+ 3.72% |
$7.06K - $8.85K
|
7.08K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
254+ 1.89% |
$7.06K - $8.85K
|
13.7K
$496K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
252+ 1.38% |
$7K - $8.78K
|
18.5K
$671K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
223+ 2.17% |
$6.2K - $7.77K
|
10.5K
$379K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
215+ 106.97% |
$5.97K - $7.49K
|
416
$15.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
204+ 1.09% |
$5.67K - $7.11K
|
19K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
176+ 1.0% |
$4.89K - $6.13K
|
17.7K
$640K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
166+ 0.29% |
$4.61K - $5.78K
|
57.4K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
154New |
$4.28K - $5.37K
|
154
$5.57K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150New |
$4.17K - $5.23K
|
150
$5.43K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147New |
$4.09K - $5.12K
|
147
$5.32K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
130+ 1.54% |
$3.61K - $4.53K
|
8.56K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
126New |
$3.5K - $4.39K
|
126
$4.56K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
119+ 0.54% |
$3.31K - $4.15K
|
22.3K
$809K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
113+ 14.66% |
$3.14K - $3.94K
|
884
$32K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
108+ 1.6% |
$3K - $3.76K
|
6.85K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
100New |
$2.78K - $3.48K
|
100
$3.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
69+ 2.59% |
$1.92K - $2.4K
|
2.73K
$98.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
66+ 0.89% |
$1.83K - $2.3K
|
7.49K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
63+ 0.58% |
$1.75K - $2.19K
|
10.8K
$392K
|