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 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-134- 2.85% |
$3.72K - $4.67K
|
4.57K
$165K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-137- 3.47% |
$3.81K - $4.77K
|
3.81K
$138K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-138- 14.63% |
$3.84K - $4.81K
|
805
$29.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-151- 14.59% |
$4.2K - $5.26K
|
884
$32K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-157- 6.63% |
$4.36K - $5.47K
|
2.21K
$80K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-170- 0.61% |
$4.72K - $5.92K
|
27.9K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-224- 2.66% |
$6.22K - $7.8K
|
8.19K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-231- 4.34% |
$6.42K - $8.05K
|
5.1K
$184K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-235- 9.97% |
$6.53K - $8.19K
|
2.12K
$76.8K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-286- 1.87% |
$7.95K - $9.96K
|
15K
$545K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-312- 87.39% |
$8.67K - $10.9K
|
45
$1.63K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-321- 0.92% |
$8.92K - $11.2K
|
34.4K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-339- 0.97% |
$9.42K - $11.8K
|
34.6K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-354- 46.95% |
$9.84K - $12.3K
|
400
$14.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-378- 0.96% |
$10.5K - $13.2K
|
39K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-394- 43.11% |
$10.9K - $13.7K
|
520
$18.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-402- 7.39% |
$11.2K - $14K
|
5.04K
$182K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-432- 2.09% |
$12K - $15.1K
|
20.2K
$733K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 2.05% |
$13.9K - $17.4K
|
23.9K
$863K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-524- 1.85% |
$14.6K - $18.3K
|
27.8K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-538- 18.84% |
$15K - $18.7K
|
2.32K
$83.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-547- 2.3% |
$15.2K - $19.1K
|
23.2K
$841K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-581- 8.74% |
$16.1K - $20.2K
|
6.06K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-598- 3.52% |
$16.6K - $20.8K
|
16.4K
$593K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-652- 6.42% |
$18.1K - $22.7K
|
9.5K
$344K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-657- 0.68% |
$18.3K - $22.9K
|
95.5K
$3.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-663- 1.57% |
$18.4K - $23.1K
|
41.5K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-689- 4.23% |
$19.1K - $24K
|
15.6K
$565K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-713- 0.47% |
$19.8K - $24.8K
|
151K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-732- 3.49% |
$20.3K - $25.5K
|
20.3K
$733K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-750- 9.09% |
$20.8K - $26.1K
|
7.5K
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-755- 2.23% |
$21K - $26.3K
|
33.1K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-768- 5.04% |
$21.3K - $26.8K
|
14.5K
$523K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-773- 2.25% |
$21.5K - $26.9K
|
33.6K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-932- 1.8% |
$25.9K - $32.5K
|
50.8K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-943- 4.42% |
$26.2K - $32.9K
|
20.4K
$738K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-973- 2.93% |
$27K - $33.9K
|
32.2K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-980- 6.09% |
$27.2K - $34.1K
|
15.1K
$547K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-984- 0.88% |
$27.3K - $34.3K
|
111K
$4.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.08K- 5.84% |
$29.9K - $37.5K
|
17.4K
$629K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 4.08% |
$33.5K - $42.1K
|
28.4K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.21K- 12.63% |
$33.7K - $42.3K
|
8.39K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.24K- 12.02% |
$34.5K - $43.2K
|
9.08K
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.29K- 12.75% |
$35.8K - $44.9K
|
8.83K
$319K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.31K- 5.69% |
$36.4K - $45.6K
|
21.7K
$786K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.32K- 5.23% |
$36.7K - $46.1K
|
23.9K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.4K- 2.57% |
$39K - $48.8K
|
53.2K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 2.01% |
$40.7K - $51.1K
|
71.4K
$2.58M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.73K- 15.32% |
$47.9K - $60.1K
|
9.54K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.81K- 2.43% |
$50.4K - $63.1K
|
72.9K
$2.64M
|