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
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
63New |
$1.75K - $2.19K
|
63
$2.28K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
58+ 0.51% |
$1.61K - $2.02K
|
11.4K
$413K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
54+ 0.45% |
$1.5K - $1.88K
|
11.9K
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
50New |
$1.39K - $1.74K
|
50
$1.81K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
50+ 0.7% |
$1.39K - $1.74K
|
7.19K
$260K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
47+ 2.32% |
$1.31K - $1.64K
|
2.08K
$75.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
44New |
$1.22K - $1.53K
|
44
$1.59K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 2.09% |
$1.17K - $1.46K
|
2.05K
$74.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
38+ 0.1% |
$1.06K - $1.32K
|
36.7K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
38+ 1.28% |
$1.06K - $1.32K
|
3.02K
$109K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35+ 0.87% |
$973 - $1.22K
|
4.06K
$147K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 0.4% |
$889 - $1.11K
|
8.03K
$291K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.05% |
$834 - $1.05K
|
65.8K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
28New |
$778 - $976
|
28
$1.01K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
26+ 0.34% |
$723 - $906
|
7.68K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 33.33% |
$695 - $871
|
100
$3.62K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
25+ 2.34% |
$695 - $871
|
1.09K
$39.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
24+ 0.18% |
$667 - $836
|
13.5K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24+ 0.02% |
$667 - $836
|
96.7K
$3.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 2.34% |
$639 - $801
|
1.01K
$36.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
17+ 2.55% |
$472 - $592
|
683
$24.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14+ 0.13% |
$389 - $488
|
11.1K
$400K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13+ 0.07% |
$361 - $453
|
17.4K
$628K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.25% |
$278 - $348
|
4.02K
$145K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 2.37% |
$278 - $348
|
432
$15.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9+ 2.26% |
$250 - $314
|
407
$14.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9+ 0.72% |
$250 - $314
|
1.25K
$45.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7New |
$195 - $244
|
7
$253
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 2.07% |
$167 - $209
|
296
$10.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
4+ 0.01% |
$111 - $139
|
44.6K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 9.09% |
$55.6 - $69.7
|
24
$869
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.87% |
$55.6 - $69.7
|
109
$3.94K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.01% |
$27.8 - $34.8
|
13.7K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1- 0.01% |
$27.8 - $34.8
|
13.7K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2- 0.02% |
$55.6 - $69.7
|
12.1K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-8- 0.52% |
$222 - $279
|
1.52K
$55K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-20- 0.35% |
$556 - $697
|
5.68K
$206K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 0.46% |
$584 - $732
|
4.59K
$166K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-29- 72.5% |
$806 - $1.01K
|
11
$398
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-41- 0.13% |
$1.14K - $1.43K
|
30.3K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-43- 0.31% |
$1.19K - $1.5K
|
13.7K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-54- 41.54% |
$1.5K - $1.88K
|
76
$2.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 3.66% |
$1.67K - $2.09K
|
1.58K
$57.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-62- 0.25% |
$1.72K - $2.16K
|
24.5K
$888K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-75- 0.18% |
$2.08K - $2.61K
|
41.9K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-75- 0.83% |
$2.08K - $2.61K
|
8.99K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-77- 81.91% |
$2.14K - $2.68K
|
17
$615
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-101- 0.65% |
$2.81K - $3.52K
|
15.4K
$557K
|